100 Level

Avoiding The Wash Sale

With developed international market (VEU) and emerging market (VWO) ETFs sinking in price, there may be buying opportunities sometime this summer or early in the fall.  With this in mind, and wanting to avoid the wash sale problem, I looked up TD Ameritrade to see if they offered EFA and EEM, similar ETFs to VEU and VWO, as commission free ETFs.  They don't so it will not be possible … [Read More...]

Investment Vehicles of Choice for Millionaires

Here is an article that will appeal to ITA readers. Why Millionaires Invest With Passive ETF. … [Read More...]

300 Level

Kepler Portfolio Review: 29 August 2011

If there is one portfolio that is hitting the sweet spot when it comes to meeting the asset allocation plan, the Kepler Portfolio is the master.  Check out the Dashboard from the TLH Spreadsheet below.  Since this is not a large portfolio, I decided to hold the Threshold to 25%.  Moving the percentage down to 20% would have pushed emerging markets into an underweight position, but I … [Read More...]

Einstein Portfolio Update: 30 October 2012

If you compare the performance numbers in this blog post with the prior performance data table, you might find slight differences in the Einstein as the performance table did not include recent purchases of the commodities, DBC or a number of dividends.  Some time ago I sold off DJP as I am no longer a fan of ETNs, a slightly different animal than ETFs.  Platinum members will find the Einstein … [Read More...]

200 Level

Retirement Portfolio: What Are The Essential Asset Classes To Include?

A request came in from an ITA reader to put together a retirement portfolio that does not need to produce income since social security and a pension will cover those needs.  In other words, what should the retirement portfolio plan look like?  The first guideline is that this portfolio not include any individual stocks as that lays on an additional level of analysis.  I suspect most investors who … [Read More...]

Optimized Mosaic Portfolio

While the following portfolio is not exactly one of the eleven portfolios tracked here at ITA Wealth Management, there are many similar ingredients.  To create this portfolio I selected 26 ETFs that are frequently part of at least one ITA portfolio.  Familiar ETFs such as VTI, VEU, VWO, DVY, VTV, IWN, VOE, VOT, VNQ, RWX, etc. are among the 26 ETFs.  Nine (9) bond ETFs were in the group, but most … [Read More...]

400 Level

Bohr On April 30th: Example of New Spreadsheet

This is a sneak preview of the new optimizer-momentum spreadsheet David created today.  The data is what the Bohr portfolio looked like at the end of April.  Some trades occurred in May and those will show up when the Bohr is updated in a little less than a week. Efficient Frontier:  The efficient frontier looks the same as before.  Readers familiar with this graph will not the Bohr Portfolio … [Read More...]

Monitoring The Eight Critical ETFs For the ITA Risk Reduction Model

Photograph: Pinnacles National Monument - California After the market closes tomorrow, I will be examining the Gauss Portfolio to see if any of the eight critical ETFs show prices crossing from above to below their 195-Day Exponential Moving Averages.  While we may avoid activity within the Gauss, if the markets continue to behave as they have for the last week, there most certainly will be … [Read More...]