100 Level

Bullish Percent Indicators for Week of 8 March 2013

For a broad look at market conditions as well as specific sectors, check out this article on Bullish Percent Indicators for last week.  I try to post the BPI information each week either on Seeking Alpha or here at ITA Wealth Management.   … [Read More...]

Investing 101 Reviewed

This morning I was having coffee with a good friend and the conversation drifted to investing.  Seems as if I'm able to guide casual discussions in that direction from time to time.  This friend pointed out to me that when one becomes knowledgeable in a particular discipline it is difficult to write with clarity about that discipline.  Beginning concepts are left behind and writers start … [Read More...]

300 Level

Dividend Stocks for Mosaic Investors

Mosaic investors looking for a list of potential dividend stocks to analyze will find an interesting list below.  These are stocks that have gown dividends over the last seven years. This material is not available for publication elsewhere on the Internet. … [Read More...]

Twelve ETF Portfolio

When designing a portfolio several goals need to be considered.  Here is a blueprint for portfolio construction. Build the portfolio using non=managed ETFs and index funds.  Don't over complicate by using too many ETFs. Keep costs low by using inexpensive ETFs.  For most investments we use Vanguard ETFs. When running a QPP analysis, set these standards. Projected … [Read More...]

200 Level

Modest Growth: Portfolio #4

The Modest Growth Portfolio reduces bonds to 25% of the total portfolio.  This income/bond percentage is more in line with many of the portfolios tracked here at ITA Wealth Management.  One big difference, at least for the larger portfolios, is that most of the ITA portfolios carry a greater diversification.  While the portfolio below is diversified all over the world, the idea is … [Read More...]

Asset Allocation: How Important?

  Exactly how important is the portfolio policy on portfolio return and how is it measured? Research papers from the late 1980s through the early 2000s tell us it is very important. That is, anywhere from 90% to 100% of the return of the portfolio is tied to portfolio policy.  Let me quickly insert that several studies are frequently misinterpreted.  While the papers focus on … [Read More...]

400 Level

Euclid ITA Risk Reduction Update

This was the weekend for the Euclid examination.  Here is a report of what happened.  First, take a look at the current Dashboard for this portfolio shown below.. … [Read More...]

Risk-Parity Portfolio: What Is It And What Does A Risk Portfolio Look Like?

Reducing Risk Through Risk-Parity Risk-Parity: Have you heard of the term or seen reference to this style of portfolio construction?  Join the crowd if this is new to you, even though the Risk-Parity idea has been around for quite a few years.  Risk-Parity is an alternative approach to portfolio construction where assets are allocated based on risk rather than allocation according to … [Read More...]