100 Level

Investment Book: Short Yet Essential

The Investment Answer Daniel C. Goldie and Gordon S. Murray have written a concise investment book of 80 pages that covers all the basic. What is unusual is that in this little book, Murray advocates a different (passive) investing style than the one he used to build his 25-year career. Here are a few references touting this book. Daily Finance PR Newswire Business … [Read More...]

Blog Notification Issue Tied to Plugin

Special notice:  The software used to send out notifications of new blogs is not working properly.  You have not been deleted from any mailing lists.  What happens is that plugins conflict with each other and one of my software programs designed to perform a particular task is likely in conflict with the notification plugin.  You might try signing up again or leave a … [Read More...]

300 Level

Spreadsheets Available

A unique feature of the ITA Wealth Management blog is access to the TLH spreadsheets.  This morning I uploaded the latest version for the seven portfolios tracked and made available to Platinum members.  To gain access to these spreadsheets, go over to the right-hand edge of this page and scroll down till you see TLH Spreadsheets.  The link is just below Interesting Sites. Platinum … [Read More...]

“New Normal” Portfolio Analysis

Nearly three months passed since I last ran an analysis on the "New Normal" portfolio. At that time the projected return was 7.7% when I assumed the S&P 500 would return 7.0% over the next year.  The projected uncertainty was a modest 13.1% giving a Return/Uncertainty ratio of 0.58.  This portfolio is well diversified and it shows with a Diversification Metric (DM) of … [Read More...]

200 Level

Portfolio Performance: 9 September 2011

The first full week in September was a mixed bag.  For starters, the market was down when measured by the VTSMX.  Several portfolios gained ground with respect to the ITA Index, our customized benchmark.  A few portfolio picked up fractions of a percentage point on the VTSMX.  A few also showed stronger Sortino ratios while others declined in value. Below is the performance … [Read More...]

Portfolio Performance: ITA Ratio

When there is a lot of blog activity it is easy for the Portfolio Performance data table to be pushed off the screen and missed by readers unless they remain current with the new entries.  I'm bringing back the August 13th table with additional data.  Added to this table is the recently developed ITA ratio, another risk measurement that sets a high bar for portfolio … [Read More...]

400 Level

Retirement Ratio – What Is It?

Understanding the Retirement Ratio In each Portfolio Performance data table readers see the column labeled, RR, or Retirement Ratio. Just what is this ratio and how is it calculated? To understand the Retirement Ratio first requires an understanding of the Sortino Ratio (SR) as the Retirement Ratio is a modification of the SR. Mathematically, the Sortino Ratio is expressed as follows. SR = (P - … [Read More...]

Bullish Percent Indicators: 28 September 2012

The broad market decline showed up in a number of the indexes and sectors as Platinum readers will see in the following data tables.  To check these results, be sure to set the BPI graphs to calculate percentage changes, not the traditional setting. … [Read More...]