100 Level

Seeking Alpha Questions

In response to a Seeking Alpha article, I was asked the following questions.  Here are the questions and my replies. 1. About the Quantext data box in your article. For the Portfolio Stats in the upper right-hand corner, what's the time frame? I picked 15 years for my comparison with VBINX, but I didn't know what time frame the Portfolio Stats refer to. Geoff Considine, developer of … [Read More...]

ITA Wealth Management: An Investment Blog For Serious Investors

ITA Wealth Management is a blog that espouses the virtues of saving, living a modest life-style, index investing, asset allocation, value loading, and portfolio rebalancing.  Readers coming to this blog understand the importance of saving and living a modest life-style.  If not, search for "The Golden Rule of Investing."  Index investing, particularly when it comes to … [Read More...]

300 Level

QPP Analysis of Portfolioist Portfolio

In the last blog entry I referenced a recent article in Geoff Considine's blog, Portfolioist.  This "QPP Analysis" post collects those asset classes and rebuilds them into a portfolio that is analyzed below using the software, Quantext Portfolio Planner (QPP).  Platinum members are familiar with the analysis that comes from this software.  If not, select the QPP option found in the right sidebar … [Read More...]

Passive vs. Active Investment Strategy

Using Morningstar and Yahoo-Finance to compare stocks and ETF performance.* Here is an exercise that will prove informative to investors who construct portfolios using stocks. Follow these instructions. … [Read More...]

200 Level

Portfolio Performance: Week of July 29

Portfolio Performance Data Table Below is the portfolio performance data table for this past week.  While every portfolio lost ground on an absolute scale, nearly all gained on the two benchmarks.  Losses were expected in light of the market action this week.  Of the eight portfolio available to Platinum members, only the Einstein did not gain ground on the ITA Index … [Read More...]

Newton Portfolio Review: 9 August 2011

Review of the Newton Portfolio was moved forward as shares of VEU, VBR, VOT, and VOE were purchased last week.  Dividends also came in from EMB, TLT, BND, HYG, and TIP.  Below is the current Strategic Asset Allocation plan for the Newton.  The ETF additions were purchased in such small amounts that asset classes remain under target.  This is an intra-day Dashboard.  I … [Read More...]

400 Level

One Added Wrinkle to the ITARR Model

One change I plan to make in the ITA Risk Reduction (ITARR) model is the following.  When an ETF is out of the buy zone (priced below its 195-Day EMA), instead of waiting for it to cross from below to above the 195-Day EMA, pay attention to the Relative Strength Indicator.  Take a look at the following example. … [Read More...]

Kenilworth Portfolio Review: 24 May 2012

It is hard to believe another month rolled around and it is once more time to update the Kenilworth Portfolio.  As one might expect, a number of the asset classes are under target as five of the critical eight (VTI, IWN, VEU, VWO, VNQ, RWX, DBC, & PCY) ETFs are priced under their respective 195-Day Exponential Moving Averages (EMAs).  Below is a slide of the Dashboard, one of the … [Read More...]