100 Level

Kenilworth Portfolio Review: 24 April 2012

Today is monthly review time for the Kenilworth Portfolio.  Checking the critical ETFs, three of eight ended up in the "sell" zone, but two are so close the end of day price could reverse the trigger.  Since I will not be making any moves before the business day tomorrow, I'll wait to see the opening prices for VEU and VWO. The Dashboard is shown in the following screen … [Read More...]

Easy Portfolio: Starting From Scratch

If you have nothing, how do you begin saving for a retirement portfolio. 1. Pull the change out of your pocket every evening and stick it in a jar. 2. Carry your lunch to work and save the difference. 3. Use the library instead of purchasing books. 4. Drink tap water instead of bottled water. 5. Stop smoking as you are burning up your retirement. … [Read More...]

300 Level

Risk Reduction Portfolio: A Potential Asset Allocation Plan

Bob Warasila, author of the "New Normal" portfolio, sent me an asset allocation plan that is worth sharing with Platinum members.  This Risk Reduction Portfolio differs slightly from one I recently posted over on Seeking Alpha in that this portfolio has a small exposure to precious metals and it also includes on stock.  In the following three screen shots readers will find the … [Read More...]

Momentum Percentage – Calculation and Interpretation

As promised in a recent comment I have prepared an explanation of how the Momentum Percentage number in the Ranking Spreadsheet is calculated and how it should be be interpreted. This may seem a little complex at first read, but I've tried to illustrate and make understanding as simple as I can. There's lots of ink that may require lots of think! … [Read More...]

200 Level

Keeping Portfolios Simple

Three Sample Portfolios Complicated portfolios discourage investors and that is why I am attempting to simplify the portfolios tracked here at ITA Wealth Management.  There are many examples of possible portfolios in the literature, particularly in books by Faber-Richardson, Swensen, and Bernstein.  Let's start with one of the simple portfolios laid out by David Swensen. While Swensen does not … [Read More...]

Preparing for Einstein Update

One of the primary reasons for the advanced preparation for the Einstein update is to show readers a list of ETFs that provide global coverage while including enough low correlated ETFs for all types of markets.  This list of ETFs does not differ all that much from the 18 used in The Feynman Study.  Instead of many iShares I've substituted Vanguard ETFs as they have sufficient historical records … [Read More...]

400 Level

Improving On The Simple Nine Global ETF Portfolio

While there are advantages to keeping a portfolio simple, there are also disadvantages.  For example, one will miss opportunities by not including asset classes that have been shown by Fama and French to add value to the portfolio.  Namely, value asset classes such as small-cap value (VBR).  We don't want to eliminate asset classes just to keep the portfolio simple.  The Ranking data table shows a … [Read More...]

If I Were To Add One Sector…

If I were to add one sector to my portfolio, which one of the eleven Vanguard sector ETFs would I purchase right now?  Check out the "Delta" and "Delta Factor" data in the table below for the quick and easy answer. … [Read More...]