100 Level

Portfolio for 30-Year Old

If you are between the ages of 25 and 35, you might find this analysis of interest.  I submitted this article to Seeking Alpha yesterday. Later this morning I look for an update of the Curie Portfolio. If this were the end of the month instead of the Winter Solstice, we would be taking out full positions in VTI, IWN, and VNQ.  Obviously, the U.S. market is performing much better than … [Read More...]

Risk Management of Portfolio

Will your portfolio survive a three sigma event that is likely to happen over the next ten years?  Check out this link to see a sample analysis. … [Read More...]

300 Level

“Creme List” for August 5, 2011

Only sixteen stocks made the "Creme List" this week and we cut AMGN, SYY, and T from the list as they failed to show up in the elite group for 13 consecutive weeks.  No new stocks were added to the list this week.  Two companies are priced to "Buy" as indicated the the * adjacent to the position number. … [Read More...]

Momentum-Optimization Model (MOM) YouTube Presentations

Platinum members using the Momentum-Optimization Model (MOM) spreadsheet will find two help sessions at this address. http://www.youtube.com/user/Physlab Look for Momentum-Optimization and Momentum-Optimization Part 2.  Keep in mind that the resolution is not the greatest when viewing material on YouTube.  At least the Camtasia recordings are not as sharp as I prefer. Lowell   … [Read More...]

200 Level

Modest Growth: Portfolio #4

The Modest Growth Portfolio reduces bonds to 25% of the total portfolio.  This income/bond percentage is more in line with many of the portfolios tracked here at ITA Wealth Management.  One big difference, at least for the larger portfolios, is that most of the ITA portfolios carry a greater diversification.  While the portfolio below is diversified all over the world, the idea is … [Read More...]

Rethinking Asset Allocation

One of the primary reasons for developing a well-diversified portfolio is to reduce risk.  This blog will focus primarily on the U.S. Equities portion of the portfolio as we still recognize the importance of including emerging markets, bonds, international real estate, etc.  The question to be analyzed is whether or not to include all "Big Nine" asset classes or can we do as well if the number of … [Read More...]

400 Level

15-Stock Diversification Myth

Diversification Myth Debunked   How many stocks does it take to eliminate portfolio risk?  The number 12 to 15 often crops up.  If that is too few, then maybe 20 to 30 will do.  This number has also come under fire, particularly in a world economy where U.S. companies no longer make up the majority of available companies and our economy is shrinking as a percentage of the … [Read More...]

VNQ: A Look At The Technical Indicators

Vanguard's REIT ETF, VNQ, is part of every portfolio I track and due to its importance merits close attention. I track a number of technical indicators for each ETF in the portfolios and here are a few of them. One of the first metrics I examine is my own "Delta Factor" which is a reversion-to-the-mean projection of how well an ETF is expected to perform with respect to the broad … [Read More...]