100 Level

TLH Spreadsheet: Why It Is Useful For Serious Investors

Platinum members new to ITA Wealth Management should not overlook the power of the TLH Spreadsheet.  Successful investing is all about portfolio planning, construction, and monitoring.  The TLH Spreadsheet is an aid in all three categories.  Here are several benefits investors derive when using this portfolio tracking spreadsheet. 1. Construction and ease of tracking Strategic Asset Allocation … [Read More...]

Passive Management: The Six Step Process

The following six steps provide investors with an outline for organizing and monitoring a portfolio.  Specific details of implementing these guidelines can be found by tracking one of the ITA Portfolios. 1.  Determine the portfolio objectives.  Consider the following as possible reasons for constructing the portfolio. Is this a retirement portfolio? Is it a higher education … [Read More...]

300 Level

Kenilworth Receives Cash Infusion

Last week two cash deposits came into the Kenilworth permitting more limit orders to be set in an effort to bring the asset classes into balance.  In the following screen shot, readers can view the current Strategic Asset Allocation plan and where we are in the building process for this young portfolio. Platinum members will recall, when this portfolio was launched, the plan was to build up … [Read More...]

Portfolio Performance Data: 4 March 2011

Photograph: Harley at the cabin in Central Oregon Platinum members will find the performance data below.  This is the first complete update since the February statements became available.  In almost every situation, the portfolios gained ground on the VTSMX index.  Quite a few showed improvement in the Sortino and Retirement Ratios, possibly the key measurement. Platinum … [Read More...]

200 Level

Retirement: Are You Ready Financially?

What is all this investing discussion about other than to prepare for the financial aspects of retirement.  I am already in that stage of life, but this blog is written for those a long way from retirement as well as for retirees.  If I had my druthers, I would prefer to capture very young investors to this blog as time is crucial to successful retirement planning. When I gave … [Read More...]

Optimization of Equity and Bond ETFs: A Handsome Portfolio Results

The following table shows an array of ETFs recommended by a reader.  What I did with this set of ETFs was to screen for maximum return with the following constraints. … [Read More...]

400 Level

Bullish Percent Indicators Gain Ground

The weekly update of index and sector Bullish Percent Indicators showed gains in some critical areas.  Those are shown in the data tables presented below. The following information is not for publication elsewhere on the Internet. … [Read More...]

Ranking Vanguard’s Sector ETFs

One of the portfolios up for review this week is the Gauss.  In preparation for that update I'm looking for ways to improve the performance of this portfolio as it still lags the VTSMX benchmark.  I thought I would rank the Vanguard sector ETFs (minus VNQ) to see if there are any potential "momentum" ETFs among this group.  Below is the latest ranking. Sector Rankings:  The financial (VFH) ETF … [Read More...]