100 Level

Downsides to ETFs

  ETF Negatives   There are a few, but not many, negatives to working with ETFs. A broker is required to purchase and sell ETFs.  I use TDAmeritrade and it costs me $7.00 to purchase and $7.00 to sell ETFs.  Now 101 ETFs are commission free with TDA. Therefore I generally deal in blocks of 100 shares or more.  This is done to keep commissions to a low percentage of … [Read More...]

Franklin Portfolio Update: 1 July 2011

The TDAmeritrade broker accounts are available so I am in the process of updating the various portfolios tracked here at ITA Wealth Management.  The first round of updates will focus on portfolios tracked using the TLH spreadsheet, followed by those tracked using the Captool software.  As mentioned in prior posts, I wanted to give the Franklin Portfolio time to develop through the second … [Read More...]

300 Level

Portfolio Preparation for Euclid and Maxwell Portfolios

In preparation to activate the return-uncertainty plan for the two under performing portfolios, I set up several sell moves for each portfolio.  The first thing I did was to place trailing stop loss orders for each ETF now in the portfolio, but not part of the future plan.  Shares of VOE, VBR, VOT, VO, VTV, and VSS will be sold when the strike price is hit for each ETF. … [Read More...]

Top Core Stocks Analyzed Using QPP Plus Delta Factor Projections

Seeking top core stocks from investors who participate in the Growth Forum, the following analysis shows portfolio projections, the correlations within the portfolio, and the "Delta Stock" projections. QPP Analysis:  Nearly equal percentages are assigned to each stock.  The analysis spans five years and the S&P 500 is projected to grow 7.0% per year over the next few years.  Readers … [Read More...]

200 Level

Keeping Portfolios Simple

Three Sample Portfolios Complicated portfolios discourage investors and that is why I am attempting to simplify the portfolios tracked here at ITA Wealth Management.  There are many examples of possible portfolios in the literature, particularly in books by Faber-Richardson, Swensen, and Bernstein.  Let's start with one of the simple portfolios laid out by David Swensen. While Swensen does not … [Read More...]

How Does A Beginning Investor Use The ITARR Model?

When one has been saving and investing as long as I have, it is easy to forget many of the initial steps necessary to launch and manage a portfolio.  In this blog post, I will attempt to fill in a few gaps, and even with this effort, I will most likely miss something.  That is why I appreciate questions.  I am using the Gauss Portfolio as my model for several reasons.  1) It is … [Read More...]

400 Level

Bullish Percent Indicators For Sectors Is Positive

Just as the Bullish Percent Indicators are positive for the six indexes, the same is true for the ten sectors.  All showed gains over the past week and two switched from defense to offense.  Check the right side of the table shown below. … [Read More...]

Current Condition of ITA Risk Reduction Model

Platinum members who implemented the ITA Risk Reduction model must be smiling.  Of the "Big Seven" ETFs used in this model, only VNQ is currently holding firm above its 195-Day Exponential Moving Average (EMA).  VTI, IWN, VEU, VWO, IGE, and RWX are all priced below there respective 195-Day EMAs.  ITARR users need to remember we are in the "neglect phase" of this … [Read More...]