100 Level

What Is (Was) The Motivation For ITA Wealth Management?

What is the motivation for writing this blog? Here are a few reasons. I wanted to learn how blogs work, and there seemed no better way than to set one up. Writing this blog required me to dig into academic papers I filed away years ago.  Rereading a number of investment books is a side benefit. I wanted to pass on what I learned from over fifty years of investing. This investing … [Read More...]

Searching for the Holy Grail of Investing

The following blog was posted about 1.5 years ago and it is still timely here at the end of 2011.  I made a few minor changes in the post below.  Kenneth French continues to update this research and it is still valid.  If readers ever wonder why we tilt our asset allocations they way we do, the reason is based on the following research. … [Read More...]

300 Level

“Creme List” for January 14

  "Creme List" of Stocks Platinum members will find few changes in the "Creme List" this week.  Coach (COH) is back on the list, but otherwise, no significant changes. If you are running QPP portfolio analysis, adding three to five of these high quality companies will frequent increase the overall diversity and elevate the Diversification Metric. … [Read More...]

Dividend Stocks: Updated List for 20 September 2012

From time to time I post lists of individual stocks that emerge from screens I've set up using particular criteria.  Seeking companies that are showing growth in dividends is the emphasis in the following list of stocks. The following information is not for publication elsewhere on the Internet. … [Read More...]

200 Level

Large vs. Small Cap Allocations: Is A Reallocation In Order?

I am reading material that indicates a change in asset allocation is in order for the third, and perhaps, fourth quarter.  This post is very short so expect more details later this week. … [Read More...]

Developing a Portfolio Plan

Basic Suggestions in Portfolio Development* In the beginning stages of setting up a portfolio plan, there are a few essential decisions investors make. Here are a few hints to consider. Follow "The Golden Rule of Investing." Save as much as you can as early as you can. Develop a savings plan as there is no avoiding this step. Live below your means.  Learn … [Read More...]

400 Level

Bullish Percent Indicator: A Summary

As the summer months approach and we enter the "dog days" of the stock market, we want to be vigilant with respect to market moves.  Particularly moves to the downside as we are interested in reducing portfolio risk.  The following seven basic rules as they relate to the Bullish Percent Indicator are among those we will keep in the forefront of our thinking. … [Read More...]

Bonds Add Little Other Than Diversification

Using Delta Factor analysis, bonds will add little growth to portfolios over the next six to twelve months.  Their main benefit is to bring down portfolio volatility and I believe one can do a better job of risk reduction with some highly selected stocks and/or implementation of the ITA Risk Reduction (ITARR) model.  Below is the evidence for my tepid view on bonds going forward. Platinum … [Read More...]