100 Level

Asset Allocation: How Important?

Asset Allocation Due to a recent Ibbotson study (Unfortunately, this article now requires one to register.) asset allocation is not the investment elixir today it was thought to be in the late 1980s and 1990s. Nevertheless, it remains the best method for constructing portfolios if our goal is to outperform a broad market benchmark index such as the VTSMX while reducing portfolio risk. Readers of … [Read More...]

Looking Ahead to 2013

What can ITA readers look forward to in 2013?  My resolutions and recommendations can be found at this link.  As hinted at in several portfolio reviews, I will be rethinking whether to use as many different asset classes as I now do in many portfolios.  The reason for reducing the number of asset classes is tied to correlations.  There is no need to use similar ETFs if the correlations are high.  … [Read More...]

300 Level

Einstein Portfolio Update: 12 June 2013

Here is the latest information on the Einstein Portfolio.  This review includes the Dashboard, Performance, Efficient Frontier, ETF Rankings, and Buy-Hold-Sell Recommendations.  We begin with the Dashboard. Dashboard:  Precious Metals (GLD) and Commodities (DBC) continue to be priced well below their 195-Day Exponential Moving Averages (EMA) so we are staying on the sidelines with those two … [Read More...]

Revised Gauss Spreadsheet

Here is the link to the corrected Gauss Portfolio.  I had an error in the ITA Index calculation. … [Read More...]

200 Level

Response to “The Trend is Your Fickle Friend” Article

If you have been reading the Comments on this blog you saw the reference to the Hussman Funds article, "The Trend is Your Fickle Friend."  After reading the article I concluded that my response would be too long for another comment, so I decided to give attention to the article with a full blog post. In the early part of Hussman's article, he points out the problems associated … [Read More...]

Portfolio Performance: October 21, 2011

Portfolio Performance Data Table Finally - this was a better week for the broad equity markets.  Once more, large-cap U.S. stocks outperformed the international equities, but overall, most of the portfolios tracked here at ITA Wealth Management moved ahead. Platinum membership is available for $5.00 per month.  Check out all that is available. … [Read More...]

400 Level

Bullish Percent Indicators Show Market Change

Nearly every major index and market sector showed improvement this week.  This came as a surprise, particularly as we enter the summer months.  However, the economy continues to strengthen, albeit rather slowly and not at all for too many citizens. The following information is not available for publication elsewhere on the Internet. … [Read More...]

Bullish Percent Index: 31 May 2013

As expected, many of the numerical values for the various indexes and sectors dipped in the percentage of bullish Point and Figure graphs this week.  However, there were very few changes between the offensive and defensive teams as the dips were insufficient to cause a switch in sides from X's to O's.  The following two tables explain what I mean. This information is not for publication … [Read More...]