100 Level

Dump Mutual Funds

Dump Actively Managed Mutual Funds On occasion I am asked if it is best to sell actively managed mutual funds and buy index ETFs, or is it better to make the switch gradually.  The answer is an easy one and it is - dump immediately.  In fact, with this high market now is an excellent time to cash out of actively managed mutual funds and move into index funds, particularly in tax … [Read More...]

Keys to Successful Investing

One does not need to comprehend quantum mechanics or string theory to be a successful investor.  However, there are several key principles to keep in mind and implement if one wishes to avoid the errors that thousands of investors make year after year.  Readers of ITA Wealth Management will find these fundamental ideas dotted all over this blog.  Here are my key ideas. Save as … [Read More...]

300 Level

Modifying Dual Momentum Investing Model

Investors interested in the "Dual Momentum" model should check out the following summaries of this method of portfolio management.  The third link explains how the DM model can be modified. Dual Momentum:  How to Implement Strategy For Higher Returns With Lower Risk A Brief Look at Dual Momentum Modifying The Dual Momentum Strategy … [Read More...]

Portfolio Performance: 12 August 2011

Asset Allocation wins again.  The following data table is what ITA Wealth Management is all about.  It is about setting up a Strategic Asset Allocation plan, following through with a passive style of investing, and monitoring the results to see how well the portfolios compares with their benchmarks. While few folks expected to see absolute gains over the last week to ten days, in such … [Read More...]

200 Level

Retirement Portfolio: Part Two

As pointed out in this blog post, one first selects asset classes for a retirement portfolio.  Then comes the difficult part of selecting what percentage to allocate to each ETF or asset class.  Below is a basic allocation that is not optimized.  In a later post I will run through an optimization of this set of ETFs to see if the projected return can be enhanced and still lower projected risk. … [Read More...]

Low Risk Portfolio Using Dividend Oriented Stocks: Part III

Low Risk Portfolio Number Three Portfolio number three in this series of low risk asset allocations is shown below.  The percentage of funds was suggested by a Platinum member.  One of the major changes in this portfolio involves decreasing the allocation to VNQ from 7% down to 2%.  No dollars are assigned to TIP and we add a few more dividend stocks.  Since these are not … [Read More...]

400 Level

U.S. Equities Is The Place To Be Invested

It has been many weeks since I ran a screen on international markets, particularly individual countries.  I have approximately 40 countries on my list and since it takes the Hoadley optimizer a long time to run such a large number of securities I broke them up into two groups.  In both runs, VTI ranks at the very top.  Here is an example. … [Read More...]

Bullish Percent Indicators: 1 February 2013

While several sectors showed some weakness this week, our primary index (NYSE) moved up slightly.  The data tables are shown below. The following material is not available for publication elsewhere on the Internet. … [Read More...]