100 Level

Kenilworth Portfolio Review: 24 April 2012

Today is monthly review time for the Kenilworth Portfolio.  Checking the critical ETFs, three of eight ended up in the "sell" zone, but two are so close the end of day price could reverse the trigger.  Since I will not be making any moves before the business day tomorrow, I'll wait to see the opening prices for VEU and VWO. The Dashboard is shown in the following screen … [Read More...]

Stock Picking: Why It Is So Difficult To Be Successful

Shortly before the editor to the old blog collapsed, I posted this entry and I want readers to be sure to see it. Are you tracking the performance of your portfolio and measuring the Internal Rate of Return (IRR) with respect to the IRR of an appropriate benchmark? If not, why not? Investors not engaged in this level of measurement will likely find this discussion of little use. Shall we say, … [Read More...]

300 Level

Portfolio Review: Schrodinger Update – June 16, 2011

Schrodinger Portfolio Review It is time to review the Schrodinger Portfolio, perhaps the most "passively" managed portfolio tracked here at ITA Wealth Management.  We still hold ETFs purchased back in late 2000 and early 2001.  The asset allocation plan has changed very little over the ten plus years of operation.  During this period a few iShares were sold as we moved … [Read More...]

Portfolio of Actively Managed Mutual Funds

The following Quantext Portfolio Analysis contains actively managed mutual funds and the portfolio is designed for a 40-50 year old investor.  Keep in mind a few assumptions and expectations.  1) In this analysis the S&P 500 is assumed to grow at 7.0% over the next few years.  2) When putting together an array of securities we expect the projection will exceed 7.0% by 100 basis points.  3) The … [Read More...]

200 Level

Smartest Portfolio You’ll Ever Own?

Below is a portfolio I extracted from Daniel Solin's recent book, "The Smartest Portfolio You'll Ever Own."  Before I run a QPP analysis on one of the suggest portfolios, let me point out that the BWZ ETF did not have a three-year record.  As a result, the following analysis runs for only 31 months.  Under current market conditions, my preference is to use 48 … [Read More...]

Ranking Vanguard’s Sector ETFs

One of the portfolios up for review this week is the Gauss.  In preparation for that update I'm looking for ways to improve the performance of this portfolio as it still lags the VTSMX benchmark.  I thought I would rank the Vanguard sector ETFs (minus VNQ) to see if there are any potential "momentum" ETFs among this group.  Below is the latest ranking. Sector Rankings:  The financial (VFH) ETF … [Read More...]

400 Level

“Delta Factor” Bond Projections

Periodically, I'll post the "Delta Factor" projections for a few bonds used in a number of the portfolios tracked here at ITA Wealth Management.  Few changes occur over time and that is why these projections are posted infrequently.  In the following table of ten ETFs, I used a 50-month time frame so as to bridge the last bear market while not exceeding accurate data for … [Read More...]

What Sector ETFs, If Any, To Include In Portfolio?

Certain ETFs are automatically included as potential candidates for inclusion when constructing a portfolio.  A few of the very basic ETFs are:  VTI, VEU, VWO, VNQ, RWX, BND, etc.  There are many more, but you get the idea.  Sector ETFs are not automatically included in the basic building blocks and that is why I periodically run a ranking of the sector ETFs to see if any should be included as … [Read More...]