100 Level

Maxwell Portfolio Review: 1 November 2012

Since the last Maxwell review, share of VB were sold to bring Small-Cap Blend back into balance.  Shares of VO and VNQ were added in a rebalancing effort.  Now all asset classes are in balance with exception of Cash and some of that excess will be used to pick up additional shares of VWO. Since the Maxwell is one of the ITA Risk Reduction model portfolios, special attention now focuses on … [Read More...]

Retirement Planning Web Sites

Below are links to three sites that will aid you in planning for retirement.  These resources come from Vanguard, The Motley Fool, and Fidelity. Here at ITA Wealth Management, we also have a retirement planner, but we require more information than the three sites referenced below. Here are the three references. 1. Vanguard site can be found here. 2. The Motley Fools site can be found at … [Read More...]

300 Level

Valuation Oriented Stocks

Screening for stocks based on several valuation models unveils 9 interesting companies.  Below is the screening criteria and the stocks that survived the screen. The following information is available only to Platinum members and may not be extracted for publication elsewhere. … [Read More...]

Hierarchy of Buy and Sell Decisions

Burlington Northern operating in the wide open spaces of the Northwest. Hierarchy of buy and sell decision is critical, particularly when the market is running at current high levels.  Here are some guidelines I use when it comes to rebalancing the portfolio or making buy, hold, and sell decisions. The following information is not available for publication elsewhere on the Internet. … [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: 11 November 2011

Portfolios tracked using Captool are updated through 10/31/2011, and portfolios tracked using the TLH Spreadsheet software are current through 11/11/2011.  Not all dividends posted on 11/07 are included in all portfolios so a few of the accounts may be performing a tad higher than recorded.  In general, most of the portfolios lost a little ground with respect to the VTSMX and most … [Read More...]

400 Level

Momentum-Optimization Model

If you have not checked into ITA for several weeks, you are missing critical information and I hope you will carefully read this blog post as this marks a revision of the ITA Risk Reduction Model.  While I will not take the time to explain every detail in one blog post, readers will see the Optimization-Momentum Model in action over the next weeks and months.  Over time I want to demonstrate how … [Read More...]

Bullish Percent Index Update: 9 August 2013

Each week readers are treated to a broad look at major U.S. markets as well as sectors of the equities market.  This week shows slight declines in the major markets, but not sufficient to turn the ball over to defensive teams.  All the major markets remain sufficiently positive to record X's in the right-hand column of the Point and Figure graphs.  Examine both tables below for detailed … [Read More...]