100 Level

Motley Fools, Passive & Active Investing

Photograph:  Mt. Bachelor in Central Oregon If you need more evidence to support passive rather than active investing, here is another article on what is happening over on the Motley Fools web site.  In the 1990s, I was a regular reader of material on the Fools site. At the time is was the most popular investment web site to visit.  I devoured their popular book, "The Motley … [Read More...]

Five Essential Asset Classes

Five ETF Basic Asset Class Portfolio There are specific asset classes that need to be part of every portfolio.  Here is a list of the basic group I include in every portfolio.  While the ETFs shown below serve as examples, every portfolio will eventually include these five asset classes. U.S. Equities - VTI Domestic Bonds - BND or AGG Developed International Markets - VEU or … [Read More...]

300 Level

List of Dividend Stocks

Investors looking to build a portfolio from stocks that show continual growth in dividends will find the following list of interest.  From this long list I add a few more screens and the three stocks that pass these additional screens are identified below. Readers are reminded that well over 95% of the investments in ITA Wealth Management portfolios are invested in non-managed index ETFs.  … [Read More...]

Kenilworth Receives Cash Infusion

Last week two cash deposits came into the Kenilworth permitting more limit orders to be set in an effort to bring the asset classes into balance.  In the following screen shot, readers can view the current Strategic Asset Allocation plan and where we are in the building process for this young portfolio. Platinum members will recall, when this portfolio was launched, the plan was to build up … [Read More...]

200 Level

Keeping It Simple

Investors wishing to keep their portfolio as simple as possible, yet obtain global diversification, can do it with no more than three ETFs. 1.  VTI will cover all U.S. Equities. 2.  VEU is the all-world except U.S. international ETF.  This ETF provides the global exposure we require, even for a very simple portfolio. 3.  BND, or an all bond ETF provides a diversifier or risk … [Read More...]

Portfolio Performance Update

This week ended on a strong note with the broad market VTI up over 2% on the day.  However, that move was insufficient to pull the Maxwell and Euclid portfolios into positive territory. Portfolios available to Platinum members continue to do well when measured against the VTSMX benchmark. Only the Kenilworth is lagging and those numbers are exaggerated due to the short period this … [Read More...]

400 Level

Top Core Stocks Analyzed Using QPP Plus Delta Factor Projections

Seeking top core stocks from investors who participate in the Growth Forum, the following analysis shows portfolio projections, the correlations within the portfolio, and the "Delta Stock" projections. QPP Analysis:  Nearly equal percentages are assigned to each stock.  The analysis spans five years and the S&P 500 is projected to grow 7.0% per year over the next few years.  Readers … [Read More...]

The Feynman Portfolio Study

Lowell has invited me to author a series of posts on the ITA Wealth Management website that may be of interest to Platinum members interested in learning more about the practical application of some of the strategies, tactics and analysis tools that Lowell uses on the site and how these might be expected to perform under a variety of market conditions. I plan to do this by back testing the … [Read More...]