100 Level

Mosaic Portfolio

Photograph:  This little honey, a Talbot, was Grace's pick out of all the beautiful cars. Check more photographs at this site.  Look for the Mullin Gallery. For the last two days I've been working to come up with a set of ETFs and stocks that meet four standards.  1) The projected return for the sample portfolio should exceed the expected return for the S&P 500.  … [Read More...]

Harvest Tax Losses

With Halloween on the horizon, now is the time to go through taxable accounts and identify investments that are below the average purchase price.  While I would not pay attention to stocks, mutual funds, or ETFs that are losing a few hundred dollars, concentrate on the larger losers and take advantage of tax losses.  If you are holding ETFs, and do not want to remain out of the market, … [Read More...]

300 Level

Explaining The Buy-Hold-Sell Recommendation Worksheet

Platinum members may be interested in how I go about using the Buy-Hold-Sell worksheet.  In the following blog entry I am using the upcoming Curie Portfolio as an example. … [Read More...]

“Delta Factor” Projections Merit Caution

This morning I ran into the following article, "Billionaires Dumping Stocks."  Heavy hitters, including Buffett, are shedding U.S. Equity stocks.  After reading this article I thought it prudent to run a "Delta Factor" analysis on a basic portfolio of 20 ETFs.  Platinum readers will find the QPP analysis below and the "Delta Factor" projections for 13 equity and seven bond ETFs. … [Read More...]

200 Level

ITA Wealth Management: An Investment Blog For Serious Investors

ITA Wealth Management is a blog that espouses the virtues of saving, living a modest life-style, index investing, asset allocation, value loading, and portfolio rebalancing.  Readers coming to this blog understand the importance of saving and living a modest life-style.  If not, search for "The Golden Rule of Investing."  Index investing, particularly when it comes to … [Read More...]

Positioning the Maxwell, Euclid, and Madison

In preparation to launch the ITA Risk Reduction model for the Maxwell, Euclid, Madison, and possibly one or two more portfolios, the basic asset allocation is laid out below.  SDS is shown only as a possibility in unusual circumstances.  The percentages as shown apply only when the ETF price lies above its 195-Day Exponential Moving Average (EMA).  Such is not the case right now as … [Read More...]

400 Level

“New Normal” Three-Year Risk Reduction Analysis

In the prior blog entry I used five years of data for the QPP analysis of the "New Normal" portfolio when the allocated percentages were based in equal risk rather than allocating assets according to capitalization.  In this QPP analysis I use three years of data instead of five. This blog entry is not for publication elsewhere on the Internet. … [Read More...]

Potential Risk Reduction Moves For Einstein Portfolio Analysis

As a precursor to the review for the Einstein Portfolio due tomorrow, what moves, if any, are likely.  Keep in mind that the Einstein is not one of the five portfolios in the ITA Risk Reduction model experiment.  Nevertheless, we don't want to stand by and lose capital. … [Read More...]