100 Level

Iteration Solution

Platinum members using the TLH spreadsheet may find an iteration issue from time to time when the IRR calculation for an investment moves from positive to negative or negative to positive.  The Excel™ SS needs a little nudge to launch the iteration calculation. Go to the TLH SS Help page and reference the #7 help video.  To find the TLH SS Help page, look across the navigation … [Read More...]

Sample Portfolio

The following is a sample or suggested portfolio from a Platinum member.  One ETF has been in existence for a short time and that is why I am not examining the data over a three- or five-year period.  Below is the Dashboard and Correlation Matrix. … [Read More...]

300 Level

Portfolio Update

Curie Portfolio: An Update In the screen shot below, Platinum members will see the Dashboard of the Curie Portfolio. Several asset classes are out of balance and I have numerous limit orders in place to take care of these inequities.  Unfortunately, the market walked away from many of my limit orders and that is why the ITA Index is currently outperforming the Curie Portfolio. You can see … [Read More...]

ITA Experimental Portfolio

The following portfolio is in the experimental stages of investigation so approach it with caution.  I have not checked out costs and expenses for every ETF included in this QPP analysis.  The portfolio includes seven unfamiliar stocks.  I will explain where they come from and the screens used to uncover them. Platinum membership is available for $5.00 per month.  Join ITA and … [Read More...]

200 Level

ITA Portfolio Performance: 26 May 2012

While the individual portfolios increased in value this week, nearly all lost ground with respect to both the ITA Index and VTSMX benchmarks.  That is to be expected any time the market moves up considering that many of the portfolios are out of a number of asset classes and in cash or other income generating instruments.  Portfolios such as the Curie, Newton, Schrodinger, Einstein and … [Read More...]

Cut the Fees

Fees matter!  Read this blog post by Geoff Considine and you will see why I am a nut when it comes to reducing fees.  They make a huge difference over a lifetime of investing.  When I began this investment journey many years ago, it was not unusual for mutual funds to charge an 8.5% load fee on all new money going into the fund.  What a scam. Usury is a better term.  Even … [Read More...]

400 Level

Portfolio Risk: How To Manage It With Care

Managing Portfolio Risk* Risk is one of the least understood concepts when it comes to investing, so it is time we insert some discussions into the mix of portfolio construction. I am going to quote Mark Hebner and link to his outstanding web site frequently as he does an excellent job of describing and defining risk. Let us first begin with a definition of Standard Deviation (SD) as it is … [Read More...]

ITARR Using Current Data

Platinum readers following the ITA Risk Reduction (ITARR) model will note that all key ETFs are currently flying beneath their 195-Day Exponential Moving Averages.  At the end of the month we will take a look at all positions to see what moves to make in early December.  Don't be surprised to see a rebound tomorrow. If new readers are unfamiliar with the ITARR model, search the term … [Read More...]