100 Level

Buffett or Steadman

For every Warren Buffet there are a hundred Charlie Steadman's.  While nearly every investor has heard of Buffett, few remember Charlie Steadman. Is there a reason for this short memory? “Until he died at age 83 in 1997, Charlie Steadman burned through investors’ assets at a rate unseen in the fund business since the Great Depression–and, we hope, never to be seen … [Read More...]

Technical Analysis: Is the Market Overbought?

Examining the S & P 500 A number of weeks ago I mentioned the high percentage of individual stocks that were registering a Bull indication in the Point & Figure (PnF) graphs.  While the percentage tailed off a little last week, yesterday's market surge will likely increase the percentage once more.  Here is another important indicator of the current market condition and what … [Read More...]

300 Level

Suggested Portfolio

A Platinum member sent in the following portfolio for a Quantext Portfolio Planner (QPP) analysis and evaluation.  In the following screen shots, readers will see the tickers, percentages allocated to each, the QPP analysis, and a three-year look at the "Delta Factor" projections.  For the following QPP analysis, I used three years of historical data and assumed the S&P 500 … [Read More...]

Kenilworth Portfolio Update: 21 June 2011

Kenilworth Review Yesterday was the scheduled time to review the Kenilworth, one of the young portfolios tracked here at ITA Wealth Management.  Since the last update, a deposit of $500 was added to the portfolio and a few shares of International REITs (RWX) were purchased.  This is the first addition of international REITs in the Kenilworth. We are still working this portfolio into … [Read More...]

200 Level

Portfolio Performance Data: 2/16/11

Portfolio Performance Data Table When looking over the following data table, note when the portfolios were last updated as not all are current as of 2/16/11.  Portfolios tracked by Captool are only updated at the end of the month. As one looks down column 7 or the column of data measuring the difference between the IRR value for the portfolio and the IRR measurement for the ITA Index, one … [Read More...]

Coming Soon: New Test Portfolio

This week I plan to set up a new test portfolio that will be of interest to Platinum readers.  The portfolio is based on the ITA Risk Reduction model described in prior posts.  This portfolio will begin with a deposit of $10,000 and the Strategic Asset Allocation plan will look like the following screen shot. … [Read More...]

400 Level

Passive vs. Active Investing

Why do large endowment funds use a passive investment strategy? Is it due to fund size and their portfolios are so large they mirror the market? Again, quoting from my “Active vs. Passive” paper, we have the following. “An estimated 40% to 50% of all institutional monies are in index or passive portfolios while only 3% to 4% of retail investors make use of passive strategies. … [Read More...]

Bullish Percent Indicator Data

What we have in the following table is something called, major market Bullish Percent Indicators (BPI).  In this table I only included data from 2012.  Values coded with a red background indicate that the majority of companies are overbought and when the background is green, the majority of companies are oversold.  Nowhere in this table of major markets do we see an oversold … [Read More...]