100 Level

Working With The Basic Portfolio

Eventually I plan to move more of the ITA portfolios toward the following 20 ETFs.  In some portfolios I need to broaden the diversification and in others I need to reduce the number of securities in an effort to simplify.  Reducing cost is another motivation as all but two of the following ETFs can be purchased free if one is a TD Ameritrade client.  The two exceptions are GTU and VHT.  In this … [Read More...]

Bullish Percent Indicators Take Hit

As projected for a number of weeks, the market finally took a breather and retraced this past week.  The evidence is clear when one examines the index and sector tables. Index BPIs:  We find every index below the 70% line or what we think of as an overbought condition.  While we are not rooting for the market to decline, we are well aware that it cannot maintain those lofty heights for an … [Read More...]

300 Level

Portfolio Performance: 25 February 2011

Photograph: Harvest in the Sacred Valley of Peru with Andes in the background. Portfolio Performance Since posting the last performance table, the February 25 update shows nearly all portfolios gaining ground on the benchmarks.  Several of the larger portfolios also exhibited an increase in both the Sortino and Retirement Ratios.  It seems as if the portfolios are structured to show … [Read More...]

Newton Portfolio Update: 12 October 2012

Fifty years ago today, Oregon suffered what is now known as the Columbus Day Storm.  Fortunately, the weather is close to normal for this time of year and the Newton portfolio reflects that normality.  When I first updated the portfolio this morning, I noticed it contained $20,000 more dollars than were supposed to be in the account.  After searching the brokerage account I realized … [Read More...]

200 Level

Einstein Portfolio Review

Last week I added a few shares of RWX, VWO, and EMB to the Einstein to bring a few asset classes into balance.  Other than the Bonds & Income asset class, this portfolio is now in balance. One Tactical Asset Allocation I will be making is to shift one percentage point from Small-Cap Growth over to Small-Cap Value.  i will use IWN for my Small-Cap Value ETF.  Another change is … [Read More...]

Portfolio Performance: 2 June 2012

The good news is that every portfolio improve with respect to the ITA Index, our customized index, and every portfolio with exception of the Schrodinger outperformed the VTSMX index fund.  The Schrodinger held even when compared to VTSMX.  On the downside, all portfolios with the exception of Gauss saw a decline in their IRR value.  This was not unexpected considering the lousy week … [Read More...]

400 Level

What Sector ETFs, If Any, To Include In Portfolio?

Certain ETFs are automatically included as potential candidates for inclusion when constructing a portfolio.  A few of the very basic ETFs are:  VTI, VEU, VWO, VNQ, RWX, BND, etc.  There are many more, but you get the idea.  Sector ETFs are not automatically included in the basic building blocks and that is why I periodically run a ranking of the sector ETFs to see if any should be included as … [Read More...]

Euclid ITA Risk Reduction Update

This was the weekend for the Euclid examination.  Here is a report of what happened.  First, take a look at the current Dashboard for this portfolio shown below.. … [Read More...]