100 Level

A Lesson from Gauss

Carl Gauss is considered by some as the most brilliant mathematician who ever lived.  He is sometimes called called the "Prince of Mathematicians."  I even named one of my computers after him.  One of his contributions is the Gaussian Distribution where real valued random variables tend to cluster around a single mean variable.  Does that sound like prices dancing … [Read More...]

ITA Portfolio Performance Data Sheet: 16 November 2012

While all portfolios declined in value over the past two weeks, the good news is that every portfolio, without exception, gained ground on both the ITA Index and VTSMX benchmarks.  Yes, you read correctly.  Every portfolio picked up basis points on both critical benchmarks. While none of these accounts are particularly set up as defensive portfolios, all reacted this way as none declined as … [Read More...]

300 Level

Einstein Portfolio Review: 2 May 2012

Due to the blog shutdown, I'm a few days late with this update.  That delay only means that all the April data (April dividends) is included in this review.  Below is the current Dashboard as extracted from the TLH Spreadsheet.  … [Read More...]

Walgreen (WAG): A Service Company of Interest

As long-time ITA readers know, I am a strong advocate of using non-managed index ETFs to build portfolios.  However, there are times when I will add an individual stock, particularly if the Quantext Portfolio Planner (QPP) analysis shows the stock will increase diversity and lower portfolio volatility.  While I have not run a QPP analysis with Walgreen (WAG) in a portfolio, this is a stock I've … [Read More...]

200 Level

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...]

Portfolio Stress Test: Part 2

Stress Testing the Curie Portfolio Go back and review Stress Test Part 1 to understand the original information used when applying a three standard deviation loss for the Curie Portfolio.  As you will recall, the owner of the Curie Portfolio plans to withdrawal, using today's rates, $40,000 from a $500,000 portfolio.  Due to the addition of new money, the portfolio should be closer … [Read More...]

400 Level

Bullish Percent Indicator Update: 23 March 2013

Both broad markets and sectors of the market weakened this past week.  Not by much and the downward trend was not 100%, but Platinum members will see that the majority of the recorded values declined. … [Read More...]

If I Were To Add One Sector…

If I were to add one sector to my portfolio, which one of the eleven Vanguard sector ETFs would I purchase right now?  Check out the "Delta" and "Delta Factor" data in the table below for the quick and easy answer. … [Read More...]