100 Level

Retirement Target Return

Retirement Target Return What is the Retirement Target Return (RTR) all about?  RTR is one of the factors found in the Retirement Ratio (RR) risk management equation. ITA Wealth Management readers know the importance of measuring portfolio risk and RTR is part of that process. Here is exactly how RTR is determined. RTR is the sum of the current inflation rate plus the percentage one … [Read More...]

Muling

Photograph: Fort in Savannah, GA Have you ever heard of "Muling?"  It was new term to me until this week when a former student sent me this URL.  Check it out. … [Read More...]

300 Level

Highly Selected Stocks

One of my data sources changed their format and the changes eliminated information I use in my "Watch List" spreadsheet.  Unless I am able to find that data, I will need to change the makeup of my "Creme List."  For investors who use a few individual stocks in their portfolios, I will continue to post a list of interesting companies.  It will differ from the old … [Read More...]

Euclid Portfolio Update: 14 February 2013

Happy Valentine Day In addition to this being Valentine's Day, it happens to be the fifty birthday of ITA Wealth Management.  And why do you not find five years of archived blog posts available?  It so happens that the server where my blog was housed was hacked several years ago by someone in Sweden and the material could not be recovered.  In fact I needed to start over twice.  I now have the … [Read More...]

200 Level

Portfolio Stress Test: Part I

Stress Testing the Curie Portfolio Investors experienced a traumatic year in 2008 and it will likely happen again.  Are you prepared to deal with the risk? In the next two blog entries I will walk readers through a portfolio stress test using the Curie Portfolio.  To work through this analysis, I will use the Monte Carlo software, Quantext Portfolio Planner (QPP).  Most of you are … [Read More...]

Sixteen Asset Classes: The Basic Portfolio

More Asset Classes Are Not Enough TLH Spreadsheet users are familiar with the sixteen (cash is excluded) asset classes used with most of the larger ITA Wealth Management portfolios.  Below is what I call the Basic Portfolio as standard ETFs are used to populate the different asset classes. Despite all the asset classes being populated with nearly equal percentages, there is something … [Read More...]

400 Level

Reference Portfolio Analyzed

Using an array of ETFs, primarily commission free with TDAmeritrade, I ran a Momentum-Optimization Model (MOM) analysis for the purpose of showing new and experienced investors how the MOM can be used  to manage a portfolio.  Not everyone will be interested in this model as it does require more monitoring than the buy and hold approach. Consider MOM to be one level up in sophistication as … [Read More...]

Bullish Percent Indicators: Four Switch Positions

Bullish Percent Indicator (BPI) information is a relatively new addition here at ITA Wealth Management.  It is another investment arrow we are including in our investment quiver.  A major change I made this week is to move from an arithmetic measurement of the box size to a log or percentage scale for calculating the box size.  Just as it makes sense to calculate portfolio increases … [Read More...]