100 Level

Smartest Low Risk Portfolio

This is the first of four portfolios that run from low risk to high risk or aggressive growth.  One Quantext Portfolio Planner (QPP) analysis is already available on the Internet at Seeking Alpha for a medium risk portfolio.  That is the fifth portfolio in this series of analysis.  In the following example, I make a few changes in the ETFs as I prefer using the low-cost Vanguard … [Read More...]

Investment Resolutions

With the start of a new year, it is a good idea to establish some goals or resolutions.  We want to be able to keep these resolutions and many on the list below are not new to readers of ITA Wealth Management.  So let us begin. 1.  Lay out an investment plan. 2.  Pay off credit card debt. 3.  Establish a savings plan.  Follow the Golden Rule of Investing. 4.  … [Read More...]

300 Level

A Risk-Parity Look At The New Normal Portfolio

While I don't know if the current makeup of assets matches my most recent copy of the New Normal, a look at a risk reduction or equal rating of risk is instructive.  Check out the QPP analysis below. … [Read More...]

Preparing for the Gauss Portfolio Review

Prepping for the Gauss shows some changes are recommended.  That becomes apparent when one examines the Efficient Frontier graph shown below.  We need to increase ETFs that have a greater probability of bringing returns to the Gauss.  The second and third screenshots will help identify those ETFs. The following material is not available for publication elsewhere on the Internet. … [Read More...]

200 Level

Portfolio Review

Einstein Portfolio Review With the computer alarm ringing this morning, I noted it was time to update the Einstein Portfolio.  For new members, I cycle through seven key portfolios used as examples for interested investors.  The Einstein Portfolio is one of the seven.  During each review, I first look over the asset allocation worksheet called the Dashboard.  Below is the … [Read More...]

Portfolio Performance: 28 May 2013

It has been nearly two months since I last posted a portfolio performance update.  I'm not trying to hide any information.  Rather, I've been neglecting this post as I was on vacation and it takes time to update all the portfolios.  Even so, not all dividends are recorded in all the portfolios so this data is a close approximation to current values. All but the Kenilworth and Euclid showed … [Read More...]

400 Level

“Delta Factor” Update: October 27, 2011

Equity ETF Performance Projections Based on popular demand, here is another "Delta Factor" update of the equity ETFs we use to populate our portfolios.  New readers to ITA Wealth Management would do well to search the blog for other "Delta Factor" posts.  A quick explanation is that the "Delta Factor" and "Conservative Delta Index" columns are … [Read More...]

Keeping It Simple With An Global Nine ETF Portfolio

A portfolio does not need to be complicated to be global in its structure.  Nor does it need to be all that complex to bring success to the investor.  The following portfolio is simple and stands a greater chance of success if one employs the Momentum-Optimization Model (MOM) as explained below. This material is not available for publication elsewhere on the Internet. … [Read More...]