100 Level

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...]

Market Movement Trumps Asset Allocation

Market, Management or Asset Allocation Much as we advocate asset allocation here at ITA Wealth Management, it is difficult to argue with the latest Ibbotson research that demonstrates the importance of market movement when it comes to portfolio performance.  This should not come as a surprise as we have all seen our investments rise and fall as if they are highly correlated with Mr. … [Read More...]

300 Level

TEVA: A Stock Worth Further Examination

This past weekend I was running my dividend stock screening program to see which companies passed the screen.  Then I recalled that I once had a "valuation" screen that looked for companies that were priced under numerous valuation parameters as laid out in the Stock Investor Professional, AAII's stock screening program.  Here are the valuation parameters I used for my screen, in addition to the … [Read More...]

Retirement Planning: Stress Testing a Simple 5 ETF Portfolio

As mentioned in a recent post, stress testing the portfolio is one useful method of checking to see if there will be sufficient funds available to comfortably retire.  In this QPP analysis of a simple five ETF portfolio we will make some initial assumptions that will vary from investor to investor. Assume this investor is 50 and plans to retire at age 67.  The current portfolio is … [Read More...]

200 Level

QPP Analysis of Another Low Risk Retirement Portfolio

The nexus for the following portfolio begins with this Seeking Alpha article and the follow-up QPP analysis of a portfolio suggested by a SA reader.  A link to the second analysis can be found here.  And now we come to the third portfolio in this series of low risk retirement plans.  This last set of ETFs was suggested by a reader of the ITA blog. The four ETFs that make up this … [Read More...]

Supercharging Portfolio With Low Beta Stocks

In response to recent discussions surrounding Geoff Considine's article, "Why Low Beta Stocks Are Worth a Look," I put together a simple portfolio made up of several ETFs found in many of the ITA Wealth Management portfolios.  I added two low volatility ETFs, SPLV and USMV.  These are new ETFs requiring a shorter time frame in the following QPP analysis. … [Read More...]

400 Level

Strictly International: What Is The Delta Factor Projecting?

Several weeks passed since I last updated the "Delta Factor" projections for international ETFs.  In addition to the usual Delta Factor projections, I also ran an optimization of these ETFs to see where the QPP indicates best buys.  First, the Delta Factor projections. … [Read More...]

Action Within Kenilworth Expected

Today is examination day for the Kenilworth and based on the price of several ETFs and their 195-Day Exponential Moving Averages (EMA), we anticipate picking up shares in asset classes that are under target. The two primary asset classes that need particular attention are emerging markets and international REITs.  Here are links showing the relative prices for VWO and RWX and their 195-Day … [Read More...]