100 Level

Investment Advisor: Should You Use One?

Remember the little investment book, "The Investment Answer" written by Daniel C. Goldie and Gordon S. Murray and the five critical decisions each investor needs to make as they begin the journey of investing?  You recall that decision number one was the Do-It-Yourself Decision.  Goldie and Murray advocated finding a fee based investment advisor to help with the hard … [Read More...]

The Feynman Portfolio Study

Lowell has invited me to author a series of posts on the ITA Wealth Management website that may be of interest to Platinum members interested in learning more about the practical application of some of the strategies, tactics and analysis tools that Lowell uses on the site and how these might be expected to perform under a variety of market conditions. I plan to do this by back testing the … [Read More...]

300 Level

“Creme List” for 8 July 2011

Twenty-five companies made the elite list this week, the largest number in recent memory.  No new companies cracked the "Creme List" and only one was cut from the list. For new readers, note that the "Creme List" comes from a very old tradition that goes back beyond the creation of ITA Wealth Management.  While I've moved through my stock picking days, I now … [Read More...]

Top Core Stocks Analyzed Using QPP Plus Delta Factor Projections

Seeking top core stocks from investors who participate in the Growth Forum, the following analysis shows portfolio projections, the correlations within the portfolio, and the "Delta Stock" projections. QPP Analysis:  Nearly equal percentages are assigned to each stock.  The analysis spans five years and the S&P 500 is projected to grow 7.0% per year over the next few years.  Readers … [Read More...]

200 Level

Performance of Portfolios: 23 December 2011

Portfolio Performance Data Once more, the ten portfolios had a good week in an absolute sense, but most gave up some gains when measured against the VTSMX benchmark.  The numbers are telling me that the U.S. Equities market is stronger than the international markets.  Global exposure is a drag on these portfolios as we hold EFA, EPP, VEU, VWO, and RWX.  When updating the values, … [Read More...]

Beat The Market

How many times have you heard the phrase, "Beat The Market?" Over a year ago, Mark Hulbert wrote an article on this subject. Here is an important quote from the Hulbert article. If you don't know who Mark Hulbert is, Google his name and learn about his contributions to the field of investing. "Even that, however, underestimates the difficulties of beating an index fund. … [Read More...]

400 Level

Madison Portfolio Update: ITA Risk Reduction Model

This weekend was examination time for the Madison Portfolio, one of the ITA Risk Reduction model candidates.  Below is the Dashboard from the TLT Spreadsheet as of the market close on 2/17/2012. … [Read More...]

Bullish Percent Indicators Update: 8/31/2012

As Platinum members can see from the data tables below, many of the major indexes and market sectors are close or currently positioned in the overbought zone.  While the markets may continue holding such lofty values for many weeks, eventually we will see some sort of correction and better buying opportunities. … [Read More...]