100 Level

Please Keep It Simple: A Basic Seven-Eight ETF Portfolio

Is it possible to put together a simple portfolio?  I don't want anything too complicated, particularly when I am just beginning my investing career.  Such requests are common and the answer is - yes, it is possible to build a simple portfolio.  The diversification may not be the best, but that issue can be address later.  Below is a basic portfolio any investor can … [Read More...]

Grandchildren: Rebalance Portfolio When Necessary

Keep the different asset classes within 25% of the target set up in the Strategic Asset Allocation plan.  In the little book, "The Investment Answer," rebalancing is the fifth critical decision for investors.  In my opinion, rebalancing is one of the minor hints of investing, particularly if new money is coming into the portfolio.  Just keep purchasing ETFs that represent … [Read More...]

300 Level

Smartest Medium-High Risk Portfolio

With this analysis of the medium-high risk portfolio, we leap over the medium risk portfolio found at this site. The medium-high risk portfolio limits the bond/income asset class to 20%.  Remember, we began with 80% allocated to the bond asset class, moved to 60%, then 40% and now 20% or something similar to what we hold in many portfolios tracked here at ITA Wealth Management. Note the … [Read More...]

Kepler Portfolio Update: 2 February 2012

Kepler Dashboard:  The following Dashboard screen shot shows the Kepler Portfolio is moving closer and closer to a fully balanced position.  More shares of RWX were added this morning and two limit orders are in place to buy more shares.  I am running low in cash so International Bonds will need to wait for dividends or an infusion of new cash.  The owner of this portfolio is … [Read More...]

200 Level

Portfolio Performance: 12 November 2010

Portfolio Performance Data Table Not only did many of the portfolios lose ground, as measured by IRR, most also showed a decline in the Sortino and Retirement Ratios. This again demonstrates just how difficult it is to outperform a broad market index such as Vanguard's VTSMX fund. Below is the table of performance. Overall, we are still doing quite well in meeting our goals, but it has been a … [Read More...]

Active vs. Passive Investing: Part 4

Section Four of the Active vs. Passive paper is long, stretching over two pages.  If I were to quickly summarize pages 5 and 6 it would go like this - stay away from actively managed mutual funds and buy index mutual funds or non-managed index ETFs.  The author accurately points out the high costs of managing a mutual fund that involves active management.  He starts this section of … [Read More...]

400 Level

Bullish Percent Indicators Update: 8/31/2012

As Platinum members can see from the data tables below, many of the major indexes and market sectors are close or currently positioned in the overbought zone.  While the markets may continue holding such lofty values for many weeks, eventually we will see some sort of correction and better buying opportunities. … [Read More...]

Bullish Percent Indicators For Broad Markets And Sectors

Market and Sector Bullish Percent Indicators According to the Bullish Percent Indicators, the broad markets improved this week.  Check both the broad market and sector tables shown below. Platinum membership is available for $5.00 per month.  Learn how to reduce portfolio risk. … [Read More...]