100 Level

Franklin Portfolio Update: 1 July 2011

The TDAmeritrade broker accounts are available so I am in the process of updating the various portfolios tracked here at ITA Wealth Management.  The first round of updates will focus on portfolios tracked using the TLH spreadsheet, followed by those tracked using the Captool software.  As mentioned in prior posts, I wanted to give the Franklin Portfolio time to develop through the second … [Read More...]

Beginner’s Portfolio

If just starting out as an investor, the following portfolio is a slight modification from the Faber-Richardson Ten Portfolio as published in their book, The Ivy Portfolio.  I replaced GSG, a commodity ETF with a gold ETF, GTU.  Instead of VB, I inserted IWN which provides a value tilt to the portfolio. This material is not available for publication elsewhere on the Internet. … [Read More...]

300 Level

Retirement Payout Spreadsheet

A few days ago I mentioned the possibility of a retirement payout spreadsheet coming to ITA.  The spreadsheet is now available and the link, provided below, is available to Platinum members.  The spreadsheet is authored by a friend and I customized it for individual investors.  The concept behind this spreadsheet is to see the change in the payout if one lowers it by some … [Read More...]

Risk Adjusted vs. Capitalization Asset Allocation Portfolio Construction

Is it better to construct a portfolio based on allocating assets around capitalization divisions or is one better off using a risk adjusted platform?  The following two screen shots show the details of these two approaches to portfolio construction.  In each case I am using ten ETFs that provide worldwide diversity.  Four years of historical data goes into the following Quantext … [Read More...]

200 Level

Portfolio #3: Ages 36 – 55

This may be the most difficult portfolio, of the five in this series, to construct for several reasons.  1) It covers a significant working and investing period.  2) The early years of investing from ages 36 - 55 are critical so one does not want to give up too much in the way of return.  However, the portfolio cannot be too aggressive during the tail end of this age bracket as the … [Read More...]

Low Risk Portfolio Using Dividend Oriented Stocks: Part III

Low Risk Portfolio Number Three Portfolio number three in this series of low risk asset allocations is shown below.  The percentage of funds was suggested by a Platinum member.  One of the major changes in this portfolio involves decreasing the allocation to VNQ from 7% down to 2%.  No dollars are assigned to TIP and we add a few more dividend stocks.  Since these are not … [Read More...]

400 Level

Efficient Frontier: A Brief Explanation

In preparation for a fresh design of this blog I asked for suggestions how to improve the "look and feel" of ITA Wealth Management.  Several suggestions focused on the need for further explanation of some of the technical aspects of investing.  Before going too technical, keep in mind that as investors, we continually ask the question - "What portfolio will produce the most return for the least … [Read More...]

Bullish Percent Indicator Update: 19 October 2012

Despite the poor market yesterday, not too much changed in the Bullish Percent Indicator world.  As Platinum members can see from the tables below, many of the sectors and/or indexes dipped in the number of companies showing positive BPI values (X's in the right-hand column), but few handed the ball over to the defense. … [Read More...]