100 Level

Keys to Successful Investing

One does not need to comprehend quantum mechanics or string theory to be a successful investor.  However, there are several key principles to keep in mind and implement if one wishes to avoid the errors that thousands of investors make year after year.  Readers of ITA Wealth Management will find these fundamental ideas dotted all over this blog.  Here are my key ideas. Save as … [Read More...]

DFA Portfolio vs. Euclid Portfolio Over Thirteen-Year Period

How does the performance of a DFA oriented portfolio perform when compared with the Euclid Portfolio, one of the older portfolios tracked here at ITA Wealth Management?  I selected the Euclid as it is one of the poorer performing portfolios over the last thirteen years.  The reason for the lagging performance is that I allowed too much cash to site idle in the portfolio for long periods … [Read More...]

300 Level

Curie Portfolio Update: 1 June 2012

Photograph:  Sunrise in Hilo, Hawaii June is upon us and it is time to update the Curie Portfolio.  Although the Curie is not one of the ITA Risk Reduction model portfolios, I am applying ITARR methods to some of the asset classes as Platinum members can see in the following Dashboard.  Large-Cap Blend is one of the asset classes I am closely tracking.  When the market closed … [Read More...]

Closer Examination of the ITA Index

What are the weaknesses in the ITA Index?  While the ITA Index is a major step forward in meeting all the qualifications of portfolio benchmarking, it does contain flaws.  The concept is sound, but the way it is handled within the TLH Spreadsheet is not completely accurate.  To understand the weaknesses requires the reader to "get into weeds" of the details of how the Internal Rate of Return (IRR) … [Read More...]

200 Level

Optimizing a Basic Portfolio: 3 and 5 Year Analysis

The sample portfolio shown below consists of 16 ETFs that cover all major markets found in the eleven portfolios tracked here at ITA Wealth Management.  VTI covers all of the "Big Nine" asset classes.  We add VIG for added dividends and IWN for any possible push toward small-cap value, or where Fama and French find added alpha. VEU is our developed international market and VWO is the ETF used … [Read More...]

Portfolio for 30-Year Old

If you are between the ages of 25 and 35, you might find this analysis of interest.  I submitted this article to Seeking Alpha yesterday. Later this morning I look for an update of the Curie Portfolio. If this were the end of the month instead of the Winter Solstice, we would be taking out full positions in VTI, IWN, and VNQ.  Obviously, the U.S. market is performing much better than … [Read More...]

400 Level

Modified Ivy Portfolio Risk Reduction Model Working

One year ago, motivated by the writings of Faber and Richardson in their book, The Ivy Portfolio, I set up one portfolio with the expressed purpose of employing a risk reduction model similar to that outlined in the book. About the same time I expanded the experiment to include four other portfolios I was tracking for relatives and friends. How is the experiment working? Before delving into the … [Read More...]

Bullish Percent Indicators for Week of 8 March 2013

For a broad look at market conditions as well as specific sectors, check out this article on Bullish Percent Indicators for last week.  I try to post the BPI information each week either on Seeking Alpha or here at ITA Wealth Management.   … [Read More...]