100 Level

Quantitative Easing Explained

ITA Wealth Management readers will find this video clip of interest. … [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

Spreadsheets Available

A unique feature of the ITA Wealth Management blog is access to the TLH spreadsheets.  This morning I uploaded the latest version for the seven portfolios tracked and made available to Platinum members.  To gain access to these spreadsheets, go over to the right-hand edge of this page and scroll down till you see TLH Spreadsheets.  The link is just below Interesting Sites. Platinum … [Read More...]

SRCE and RBCAA: Two Dividend Stocks That Pass Screen

From a database of nearly 10,000 stocks, only two pass my current dividend screens.  SRCE currently provides a yield of 3.4% while RBCAA is generating a yield of 3.3%.  Below, Platinum readers will see an analysis of SRCE.  If this type of stock analysis is useful, let me know and if you have a stock you wish to see listed, send that along in the comments section. This information is not for … [Read More...]

200 Level

Updating the Basic Portfolio

Here is the latest data on a basic portfolio for investors about to launch a new portfolio.  The shares for this $100,000 portfolio present an example and each investor needs to make their own decisions.  Some portfolio tweaking will be suggested below when we take a look at the Buy-Hold-Sell Recommendation table. ETF Ranking:  While this is a basic list of ETFs, there will still be some … [Read More...]

If I Were Starting A New Portfolio Today

What would a portfolio look like if I were starting from scratch today?  Here are a few basic principles to consider before making the initial Strategic Asset Allocation decision. Begin by using index funds or index ETFs.  My preference, as Platinum members well know, is to use "non-managed" index ETFs.  Yes, someone needs to make a decision what goes into the ETF, but for practical purposes … [Read More...]

400 Level

When To Buy Back ETFs: Replacing ITARR Sold Positions

When is it time to buy back those ETF positions that were sold when the price of the ETF moved from above to below the 195-Day EMA?  A cogent question came up as a comment this morning.  Here is a paraphrase of the inquiry.  "VEU, VWO, DBC, etc. are all well under their respective RSI 30% indicator.  Even if one is following the ITA Risk Reduction model, does it not make … [Read More...]

Position of Kenilworth Portfolio

This past Tuesday was "examination day" for the Kenilworth Portfolio. Several key asset class ETFs were priced above their 195-Day EMA so shares were purchased based on the Buy and Sell rules laid out in the ITA Risk Reduction model.  Two asset classes that did not make the "Buy" list were International REITs and Commodities.  Checking this morning, both RWX and DBC … [Read More...]