100 Level

Active Management: Ferri’s Five Negative Strikes

When I began investing there were no index funds.  The number of mutual funds numbered fewer than 300 and fund research was conducted by going to the library and requesting Weisenberger Mutual Fund Reports.  Mutual funds have multiplied like fruit flies and there are now well over 10,000.  Do we need this many?  Likely not. Let's look back 35 years to when there were … [Read More...]

What To Do As Congress Debates and Postures

Investors are faced with many questions as Congress continues to waste precious time in solving what has become known as the "Financial Cliff."  How are you going to handle your portfolio over the next few months and what are the best practices to follow?  My advice is to do very little to next to nothing, but to expect a bumpy ride.  When I say "very little," I would not be adding large shares to … [Read More...]

300 Level

“Creme List” for July 15, 2011

Photograph: 1954 Plymouth Three new stocks broke into the elite list this week and none were eliminated.  This makes the largest number (26) of stocks ever assembled on the "Creme List," if memory serves correctly.  The latest "Creme List" of stocks are located on the far left column of this new database.  Platinum membership available for $5.00 per … [Read More...]

Rebalancing Threshold Limits

What is the proper percentage to use as the Threshold Limits or Boundary Targets for rebalancing a portfolio?  For example, if we set a target of 15% for an asset class, what upper and lower limits are considered acceptable if the asset class is considered to be in balance.  In the ITA Wealth Management portfolios we have gone as high as 35% and as low as 20% for our target limits.  … [Read More...]

200 Level

Pay Attention to Your Portfolio: Sample Portfolio Included

Whether you are a beginning or experienced investor, it is important to review and update your portfolio annually if not monthly.  ITA portfolios are reviewed and updated every 33 days.  The updating difficulty is highly dependent on what securities are used to populate the portfolio.  If individual stocks are used the task is more onerous as each stock needs to be reviewed in detail.  Further, … [Read More...]

Basic Information for Momentum-Optimization Model Investors

Investors wishing to set up a basic portfolio will find all the essential information in the following three screenshots.  The slides are as follows. Ranking of ETFs that will provide global coverage and include low correlated securities that can be used during bear markets. Current Buy-Hold-Sell recommendations for rebalancing assume the investor is employing the ITA Risk Reduction … [Read More...]

400 Level

Market Conditions: Where Are We?

Technical Analysis of Broad Market In a recent article from the American Association of Individual Investors (AAII), one writer wrote the following. "I recommend that investors form a major market opinion first.  Is it a long-term bull market or bear market?  Bear markets should not deter investment, but being aware of them is important in order to determine how aggressive you … [Read More...]

Bullish Percent Indicators: Markets Beginning to Weaken

For the first time in many weeks we are beginning to see some cracks develop in what has been a very strong stock market.  To see what I mean, examine the two screenshots shown below. The following information is not for publication elsewhere on the Internet. … [Read More...]