100 Level

Investment Resolutions for 2012

  2012 Resolutions As we are about to turn the page into 2012, it is worthwhile establishing or reexamining our investment goals.  We want to be able to keep these resolutions and many on the list are not new to readers of ITA Wealth Management.  So let's begin. 1.  Lay out an investment plan if you have not already done so.  Most readers of ITA already have a … [Read More...]

News Flash

The following special message is for Platinum members only. … [Read More...]

300 Level

Einstein Portfolio Update: 27 October 2011

Several moves took place over the last few weeks in an effort to bring more asset classes into balance within the Einstein Portfolio.  Shares of VO and VB were sold in order to bring mid-cap and small-cap blend within the 20% threshold limits.  Shares of the International bonds (BWX) were added and we made a few small purchases in IEF and BND to bolster the bonds asset class.  Bonds … [Read More...]

Benchmarking the Portfolio

Benchmarking Portfolio Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing. Avoiding portfolio benchmarking is an act of self-deception. Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of benchmarking.   In the investing world, the S&P 500 is … [Read More...]

200 Level

Portfolio Performance Data Table For Eleven Portfolios: 22 June 2012

After missing last week, here is the latest portfolio performance data for the eleven portfolios tracked at ITA Wealth Management.  Seven of the eleven gained ground on the VTSMX over the past two weeks and the other four held even.  Those that pulled ahead of the benchmark were: Curie, Newton, Einstein, Kepler, Bohr, Kenilworth, and Gauss.  Since I made some asset allocation … [Read More...]

Low Risk Retirement Portfolio

Yesterday, I wrote an article for Seeking Alpha and one reader suggested a simple portfolio where equal percentages be allocated to VTI, GLD, SHY, and TLT.  Exactly what does such a portfolio look like when a Quantext Portfolio Planner (QPP) analysis is applied?  What does the correlation matrix look like and would such a portfolio work as one prepares for retirement?  The following … [Read More...]

400 Level

Point & Figure Graph Indicators

Point & Figure graphs are useful for identifying ETFs that may be a potential buy.  P & F charts are one of the metrics I use as a clue for potential buying (holding or selling) opportunities.  Below I show examples that illustrate the four basic conditions.  I am looking at the slope of the line, positive or negative, and whether or not there has been positive or negative … [Read More...]

“Delta Factor” Projections For Equity ETFs

Several weeks passed since the "Delta Factor" projections were last posted for equity ETFs.  In the following screenshots I show both the projections and what a portfolio would look like were it populated with nearly equal percentages of a wide array of equity ETFs.  First, here is the "Delta Factor" table of projections. … [Read More...]