100 Level

Asset Allocation: The Percentages

Assigning Percentages to Asset Classes Assuming the basic five to seven asset classes are identified, the next step is to determine what percentage to invest in each asset class. Before we tackle that problem, let's review the asset class issue. Below are the basic asset classes one will consider for a long-term portfolio. I've also included tickers suggestions for each asset class. 1. … [Read More...]

Suggestions On How To Use ITA Wealth Management

  Using This Blog Getting started in a blog as complex as ITA Wealth Management takes time for a new user, particularly a Platinum member.  Here are a few hints that will benefit all users. When you first log on, check the Comments section to see if any new additions were posted since you last connected. If you are signed up for the RSS for Comments, then you will be notified via … [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...]

$100,000 Starter Portfolio

For prospective investors just beginning a portfolio, here is a sample based on the Momentum-Optimization Model (MOM).  MOM is discussed elsewhere on this blog.  Just search to full title or MOM to find this material. We first begin with a ranking of all the securities we might consider for our holdings.  This includes approximately 30 ETFs.  Most are commission free to clients of … [Read More...]

200 Level

Rethinking Asset Allocation

One of the primary reasons for developing a well-diversified portfolio is to reduce risk.  This blog will focus primarily on the U.S. Equities portion of the portfolio as we still recognize the importance of including emerging markets, bonds, international real estate, etc.  The question to be analyzed is whether or not to include all "Big Nine" asset classes or can we do as well if the number of … [Read More...]

QPP Analysis of Faber Ivy Ten Portfolio

Yesterday I analyzed the Faber-Richardson Five portfolio found in The Ivy Portfolio.  In this post, Platinum members will find the QPP analysis of the Faber-Rickardson Ten.  I used the same five-year time frame so readers can compare the two results.  Improvements and negatives come with this expanded portfolio. While the projected return moves up to 8.2%, we give up risk as the … [Read More...]

400 Level

Bullish Percent Indexes: 10 May 2013

BPI Index:  We experienced another good market for U.S. Equities and the following Bullish Percent Index data is testament to this fact.  The NYSE turned positive leaving only the NASDAQ in the hands of the defensive team.  With so many of the broad indexes in the over-bought zone (>70%) it is only a matter of time before we see some sort of draw-down.  This could take a few weeks, but it will … [Read More...]

Expecting Market Volatility and What To Do About It

If you need additional evidence that we are in a season of volatile markets, check out this Portfolioist article.  Recognizing that market ups and downs are not about to leave us very soon, what are some options available to investors?  How can we temper daily market moves of 2% or more?  Risk reduction is becoming more and more important. A few days ago, I had reason to pull … [Read More...]