100 Level

ETFs For Different Asset Classes

As requested in a recent comment, here are ETFs to use in the thirteen asset classes. ETF Table #1:  Since the table is so wide, I am not able to capture it in one screen shot so I broke it into two sections.  Here is the first piece.  In some cases it is a little hard to determine which asset class the ETF belongs as the letters are clipped.  For example, PCY goes into Int'l Bond and VEA into … [Read More...]

Retirement Planning Web Sites

Below are links to three sites that will aid you in planning for retirement.  These resources come from Vanguard, The Motley Fool, and Fidelity. Here at ITA Wealth Management, we also have a retirement planner, but we require more information than the three sites referenced below. Here are the three references. 1. Vanguard site can be found here. 2. The Motley Fools site can be found at … [Read More...]

300 Level

Curie Portfolio Update: 3 May 2012

Very little action took place within the Curie Portfolio this last month other than collecting dividends from NLY, SYK, and a number of ETFs.  In a sense, this is how it should be as we want to minimize buying and selling securities.  There is available cash so I will invest some of it in PCY or international bonds. … [Read More...]

Basic Portfolio Update: Changes in Momentum

As the market rotates from day to day, changes will show up in any portfolio if one is following the "Dynamic" plus SHY model.  If you are new to the blog and do not know what I am referring to, be sure to read The Feynman Study.  For example, yesterday there were only two viable ETFs that were outperforming the SHY, our cutoff ETF.  As mentioned in a comment, only VBK and VTV were ranked above … [Read More...]

200 Level

Portfolio Performance: ITA Ratio

When there is a lot of blog activity it is easy for the Portfolio Performance data table to be pushed off the screen and missed by readers unless they remain current with the new entries.  I'm bringing back the August 13th table with additional data.  Added to this table is the recently developed ITA ratio, another risk measurement that sets a high bar for portfolio … [Read More...]

Keeping It Simple

Investors wishing to keep their portfolio as simple as possible, yet obtain global diversification, can do it with no more than three ETFs. 1.  VTI will cover all U.S. Equities. 2.  VEU is the all-world except U.S. international ETF.  This ETF provides the global exposure we require, even for a very simple portfolio. 3.  BND, or an all bond ETF provides a diversifier or risk … [Read More...]

400 Level

Managing Portfolio Uncertainty: How Does It Work?

In an effort to improve performance results and reduce portfolio volatility, a Tactical Asset Allocation (TAA) plan has been activated for both the Maxwell and Euclid portfolios.  Checking the latest Portfolio Performance data table, we see these two portfolios are trailing the VTSMX benchmark, an unacceptable condition.  Keep in mind this is an extreme strategy, but it is based on … [Read More...]

Post-Modern Portfolio Theory

Serious investors interested in digging deeper into the issue of portfolio risk management will find the article titled, Post-Modern Portfolio Theory of great interest. This link is bound to produce different references over time so here is a clue to finding the article. Google the term, “Post-Modern Portfolio Theory” and then look for the PDF article by the same name. The article is … [Read More...]