100 Level

Registration Issues

A few Platinum subscribers are having problems accessing the reserved content on this blog and it is likely due to not cleaning up all former subscriptions on PayPal. … [Read More...]

Retirement Rule #6: Develop Your Own Strategic Asset Allocation Plan

Continuing the theme of retirement planning, at some point one needs to develop an asset allocation plan.  If you neglect this suggestion, you have already made a decision.  To make no decision is to make a decision.  One may as well set up a plan with some logic and reasoning behind the process.  To develop a SAA plan, one needs to understand the options available or Rule #5. There are a … [Read More...]

300 Level

Kepler Portfolio Update

Below is the Dashboard or asset allocation plan for the Kepler Portfolio.  Readers will note a number of asset classes are either above target (bright red) or below target (purple).  I've made some shifts in the Strategic Asset Allocation and those shifts are the primary reasons this portfolio needs so much attention.  In a number of cases, limit orders are in place to purchase … [Read More...]

Dow 30 And The “Delta Factor”

Normally, I reserve the "Delta Factor" analysis for non-managed index ETFs.  Deviating from that pattern, below is a table for the Dow Jones Industrial 30 stocks.  ITA followers, who are also Mosaic investors, will find this list of interest.  Are there any mega-cap stocks that show promise of price growth over the next six to twelve months? When examining a table such as … [Read More...]

200 Level

Different Styles of Investing*

Let me pose a problem or situation to ITA Wealth Management readers.  We have two intelligent investors who approach investing from entirely different philosophies. For simplicity we will call them Investor A and Investor B.  Investor A is an active manager and readers have already know what active management entails.  Investor B is a passive manager and you know a bit about passive … [Read More...]

Beat The Market

How many times have you heard the phrase, "Beat The Market?" Over a year ago, Mark Hulbert wrote an article on this subject. Here is an important quote from the Hulbert article. If you don't know who Mark Hulbert is, Google his name and learn about his contributions to the field of investing. "Even that, however, underestimates the difficulties of beating an index fund. … [Read More...]

400 Level

Ranking Critical ETFs

Now that I have the capability to work with more than 20 ETFs within the ranking worksheet, I made a list of the critical securities one might use to construct a portfolio.  There are three sector ETFs in this group and a special ranking of sector instruments will be conducted to determine which are part of this larger grouping. While the ranking is important, also pay attention to the … [Read More...]

Madison Portfolio Update: ITA Risk Reduction Model

This weekend was examination time for the Madison Portfolio, one of the ITA Risk Reduction model candidates.  Below is the Dashboard from the TLT Spreadsheet as of the market close on 2/17/2012. … [Read More...]