100 Level

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...]

Why I Am Bearish On Bonds

In a comment last week I hinted that I had some new information as it related to bonds, TIPs, and treasuries (TLT).  Here is my reasoning why I continue to be bearish on bonds. This information is not available for publication elsewhere on the internet. … [Read More...]

300 Level

Dividend Aristocrats Ten Months Later

Nearly ten months ago a list of dividend oriented stocks were discussed on Seeking Alpha.  From the list of 42 Dividend Aristocrats, I honed in on those listed as a Buy.  Fifteen stocks made that elite list.  What kind of portfolio would an investor end up with when placed under the Quantext Portfolio Planner (QPP) microscope?  There are a few surprises as readers will see … [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 Update: 7 September 2012

It has been nearly a month since I last posted a Portfolio Performance data table.  The general overview for the eleven portfolios is that all gained absolute ground during the month of August, but nearly all lost relative ground to the ITA Index and VTSMX benchmarks.  There were a few exceptions. … [Read More...]

Portfolio Performance: 4 November 2011

Below is the performance table for the 21 portfolios tracked here at ITA Wealth Management.  SR is the Sortino Ratio, IR represents the Information Ratio, and RR is our own Retirement Ratio.  I'm still in catchup mode so a number of portfolios are not current.  I will be working on updating all portfolios next week.  Readers will note the portfolios tracked using Captool … [Read More...]

400 Level

ITA Risk Reduction Model Positions

Investors following the ITA Risk Reduction model are currently in "neglect" mode.  This simply means we are not trading any commission free ETFs, but we are watching the price action of several key markets.  Let's focus on two REITs to illustrate this point.  In our portfolios we include both domestic (VNQ) and international (RWX) REITs.  In the following graph we … [Read More...]

Portfolio Risk: Do You Know The Value?

This morning I was in a discussion involving indexes, benchmarks, and portfolio risk.  In one exchange, I asked the reader if he knew anyone who could tell him what risk was involved in their portfolio.  Asking the question demanded an answer from me and the portfolios I track.  Here are the latest risk percentages from the seven portfolios available to Platinum members. The black … [Read More...]