100 Level

Investing Road Map

Searching for useful investing information is an ongoing task and yesterday I found something of use for every reader of ITA Wealth Management. Paul King has written a 50-page online investment book that is available to download if you will go to the right-hand edge of this page and look for Interesting Sites. Seek out the Investing Road Map link to download the PDF file. You will need to know … [Read More...]

Which Investment Strategy To Follow?

Various investment strategies are available and modeled here at ITA Wealth Management.  As a serious reader, you will likely select on model or merge one or two of the options.  For clarification here are a few options and more may emerge as further research becomes available.  I prefer not to approach investing with a closed mind. {Click on blog title for full screen look.} … [Read More...]

300 Level

J.C. Penny: A Technical and Fundamental Analysis

A request for an analysis of J.C. Penny (JCP), a holding company for 1,102 stores in North America, came in from a Platinum member.  In this blog post I will provide both technical and fundamental analysis for JCP as I see it.  First, let's examine a few technical indicators as we do for ETFs of interest. … [Read More...]

Revised Gauss Spreadsheet

Here is the link to the corrected Gauss Portfolio.  I had an error in the ITA Index calculation. … [Read More...]

200 Level

Portfolio Performance: 16 December 2011

This is the first showing of the new truncated performance data table.  While the portfolios took a hit as the market declined over the last several weeks, this latest update showed relative improvement when portfolios are measured against the ITA Index, a custom benchmark, and the VTSMX benchmark.  Portfolios reveling the greatest gains were: Curie, Kenilworth, Euclid, and … [Read More...]

Sample Retirement Portfolio

The following portfolio is one suggested by a Platinum member.  The first screenshot shows the original asset allocation.  For reference, the assumed growth for the S&P 500 is 7% annually.  Should I ever forget to include this assumption, readers can check by looking at the bottom right section (gray background) to see the projected return and projected standard deviation.  The time frame is … [Read More...]

400 Level

Gauss Portfolio Review: Efficient Frontier, Rankings, and Decisions

Thirty-three days rolled by and it is once more time to update the Gauss Portfolio.  Remember, this is one of the risk reduction model portfolios. Efficient Frontier:  Recent buy and sell adjustments moved the current portfolio (diamond dot) much closer to the optimized portfolio (red dot on EF curve).  In fact they are almost one and the same.  Platinum members can do a search of Gauss to see … [Read More...]

Asset Allocation for ITARR Model

What does the Strategic Asset Allocation (SAA) plan look like for investors using the ITA Risk Reduction (ITARR) model?  Keep in mind that you can use the general ITARR principles laid out in a prior blog post.  The following screen shots are examples for the Madison Portfolio, another candidate for the ITARR timing model.  Below is the SAA plan if one populates the portfolio using … [Read More...]