100 Level

How Does ITA Wealth Management Differ From Other Investment Blogs?

Photograph:  One of many sail boats returning to the Amsterdam harbor after a day of racing. How is ITA Wealth Management unique?  What are the attractions and special features of ITA Wealth Management?  Why should anyone consider taking out a Platinum membership?  Listed below are a few reasons for following this blog. Working portfolios are tracked at ITA Wealth … [Read More...]

“Swensen Six” Series Coming

Be sure to link to http://itawealth.com this coming week to read the three-part series on the "Swensen Six" portfolio.  To get you started on what the "Swensen Six" is all about, check out these three … [Read More...]

300 Level

Mosaic Portfolio Lookback – September 30, 2008

Bear Market Analysis of 2008 Investors with a memory of 2008 know that desperation was in everyone's mind.  How far could the market decline and when would it stop?  Continuing with our look-back theme, what information can we glean from the QPP analysis and what were the Delta Index signals? There is nothing I can see in the following data that throws up any warning flags and we … [Read More...]

Einstein Update: 12 December 2011

I've been compressing the time between portfolio reviews in order to keep up with year-end changes.  For the most part, this portfolio is in good shape  Asset classes are in balance with a few exceptions.  This portfolio does receive a small infusion of cash each month and we will be using it to pull up international REITs, the one asset class that is below target.  … [Read More...]

200 Level

Retirement Planning: Closer Than You Think

Too many young folks think retirement is so far in the future it does not merit current attention.  From experience I can tell you that retirement arrives sooner than you realize, particularly if you are not properly prepared.  Once more, check out The Golden Rule of Investing.  If I want to scare myself into saving more I reread the following William Bernstein quote. "Each dollar you do not … [Read More...]

Portfolio Performance Data: 4 March 2011

Photograph: Harley at the cabin in Central Oregon Platinum members will find the performance data below.  This is the first complete update since the February statements became available.  In almost every situation, the portfolios gained ground on the VTSMX index.  Quite a few showed improvement in the Sortino and Retirement Ratios, possibly the key measurement. Platinum … [Read More...]

400 Level

Delta Factor Results From Recommended Stocks

Adding a few recommended stocks to the "Mad Money" group, plus a few more, and Platinum members have the beginnings of some interesting companies.  No recommendations are implied.  I have room for another 15 to 17 before I need to create another list.  ROIC does not have the requisite history, so take that into consideration.  For this QPP analysis I used a 57-month … [Read More...]

ETF Rankings as of 24 July 2013

VCR moved IWN out of first place due to market movements yesterday.  While I do not hold full positions in DBC in any portfolios, I am paying attention to this commodity as it is showing strong momentum. … [Read More...]