100 Level

Thinking Through a Basic ETF Portfolio

Thinking through the process of constructing the following ETF rich portfolio several required specific goals be met. This material is not for publication elsewhere on the Internet. The portfolio needed to be simple.  While 15 ETFs are not exactly simple, neither is it overly complicated.  To simplify one could reduce the number of bond and treasury ETFs. All ETFs must be commission free … [Read More...]

Software Used To Manage and Monitor ITA Portfolios

Several readers recently asked me what software I use to manage and monitor ITA portfolios.  Below is a list of materials I use. TLH Spreadsheet - This Excel spreadsheet was developed by Jim Thomas, Bakul Lalla, and Lowell Herr, hence the title TLH Spreadsheet.  This spreadsheet is free for the asking.  I have numerous video/audio clips available so interested users can learn how to employ … [Read More...]

300 Level

“Creme List” for 28 January 2011

We have a new leader to the "Creme List" this week and one stock is attractively, something that has not happened for weeks.  No companies were added or deleted from the list.  Examine the list below and keep in mind that this is a list of interesting companies.  No buy or sell recommendations come with this list of stocks.   … [Read More...]

Newton Portfolio Review: 20 March 2012

It is again time to check in on the Newton Portfolio.  The following Dashboard shows the Strategic Asset Allocation plan for the Newton, and nearly all the asset classes are in balance.  I am not concerned about the under-target in international bonds as it is counter balanced by overweight in domestic bonds. Portfolio Performance:  Readers who have been following the Newton can … [Read More...]

200 Level

Asset Allocation: Working With Optimizer

How does one combine the power of the Dashboard and the Hoadley optimizer when it comes to setting up an asset allocation plan for a portfolio.  ITA readers are familiar with the Dashboard as it is shown every time a portfolio is updated.  In this post I will explain how one might combine the Dashboard and Hoadley optimizer.  Since the Hoadley optimizer is confined to nine (9) asset classes, I've … [Read More...]

Portfolio Performance: 15 July 2011

Photograph: Mercedes All portfolios tracked using the TLH Spreadsheet lost ground this week.  Those are the absolute results.  On a relative basis, the vast majority gained ground on either or both the ITA Index and VTSMX benchmarks.  Most portfolios also picked up strength with both the Sortino and Retirement ratios.  Inflation dipped 0.01%, a modest positive signal. Asset … [Read More...]

400 Level

Gauss Portfolio Launched

The ITA-RR Portfolio, renamed Gauss, is up and running.  Platinum members have access to the Dashboard worksheet below. … [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...]