100 Level

Beginners Portfolio

Looking for a basic portfolio?  Check out this link as a possible starting point. Research and personal experience show portfolio construction is the key to successful investing.  Portfolio construction contains two basic elements.  1) What asset classes to include as the building blocks for the portfolio?  For most portfolios, we include between 10 and 16 "bricks" … [Read More...]

What Does It Take To Retire?

Retirement Requirements What does it take in savings to live during retirement? Here is data that readers may find of interest as they think about portfolio development and eventual retirement. Assume a couple, nearing retirement, anticipate they will need $80,000 after taxes per year to live during their first year without employment. Between them they will receive a pension of $2,000 per … [Read More...]

300 Level

Piotroski Stocks: An Update

In the following screenshot Platinum members will find the latest list Piotroski Stocks.  These stocks have a High F-Score of eight (8) or higher. The following information is not available for publication elsewhere on the internet without my permission.  LGH … [Read More...]

Dividend Aristocrat Stocks

In contradiction to the many recent posts on the benefits of index and passive investing, I go against my own advice with the publication of this list of dividend aristocrat stocks.  This list might be of interest to Mosaic Investors who wish to add a few individual stocks to the core of their index oriented portfolio. The following information is not available for publication elsewhere. … [Read More...]

200 Level

Portfolio #2: Ages 26 – 35

Portfolio #2 adds a few more ETFs and gives up nothing in performance.  In fact, the projected standard deviation (portfolio uncertainty) drops from 20.1% to 17.6%.  Diversity is increased from 8% to 29% and the Portfolio Autocorrelation drops two percentage points. … [Read More...]

Retirement Portfolio: What Are The Essential Asset Classes To Include?

A request came in from an ITA reader to put together a retirement portfolio that does not need to produce income since social security and a pension will cover those needs.  In other words, what should the retirement portfolio plan look like?  The first guideline is that this portfolio not include any individual stocks as that lays on an additional level of analysis.  I suspect most investors who … [Read More...]

400 Level

New Feature: ETF Evaluation Model

ETFs Positioned to Buy The following data table is something new, although I did mention the possibility I would be putting together such an ETF evaluation.  In the following table I've combined a number of variables such as the 195-Day EMA and Chaikin Money Flow and quantized them into a percentage that you see in the right-hand column.  Platinum membership available for $5.00 per … [Read More...]

Bullish Percent Indicators: Four Switch Positions

Bullish Percent Indicator (BPI) information is a relatively new addition here at ITA Wealth Management.  It is another investment arrow we are including in our investment quiver.  A major change I made this week is to move from an arithmetic measurement of the box size to a log or percentage scale for calculating the box size.  Just as it makes sense to calculate portfolio increases … [Read More...]