100 Level

Do Fundamental Index ETFs Have A Place In ITA Portfolios?

Fundamental ETFs If you have never heard of fundamental index ETFs you might want to read Robert D. Arnott's book, The Fundamental Index: A Better Way to Invest.  Jason C. Hsu and John M. West are co-authors.  Check out this link to find out a bit more as to how these ETFs are constructed.  Rob Arnott's creditability in the world of investing and ETFs in particular is considerable.  This Seeking … [Read More...]

TLH Spreadsheet Help: Getting Started

Platinum members interested in receiving TLH Spreadsheet help will find two new audio/video clips available within the TLH SS Help navigation tab. … [Read More...]

300 Level

Using the Delta Indicator

Quantext Portfolio Planner Expanded While I hope to have the following article published on Seeking Alpha, I am permitted to make it available to Platinum readers since it is not readily available free on the Internet.  Here is the article as I submitted it to SA.  Platinum members have see this expansion of the QPP analysis before, but I don't recall ever posting both extremes so … [Read More...]

“Creme List” for February 18

Twenty stocks made the "Creme List" this week, a high number based on results over the past year.  LLTC was cut from the list as it went more then 13 weeks without making the elite list.  Only one stock is priced to buy based on my analysis.  This is not surprising considering the high market. Check the stock with the * in the following data table. … [Read More...]

200 Level

Retirement Planning: Begin Today

"Acting in loco parentis, the government could create powerful incentives to adopt passively managed, appropriately allocated investment programs."- David Swensen Any incentives to move citizens toward some sort of saving plan would benefit society.  More capital is available to develop businesses and retirees would be less dependent of Social Security for sustaining … [Read More...]

Portfolio Performance Update: 24 February 2012

What a dull market this week.  Several of the portfolios experienced no changes across the board.  In many cases the Internal Rate of Return (IRR) values dropped 0.1% point on an absolute scale.  When measured against the ITA Index, four portfolios remained the same, five lost a small percentage and two gained a small percentage.  Small changes occurred with respect to the IRR … [Read More...]

400 Level

“Delta Factor” and Market Inflection Points

To acquire additional background on the "Delta Factor" use the search engine located in the sidebar of ITA Wealth Management.  Some of the blog posts require Platinum membership to read all the information.  In this blog post I examine a group of ETFs using three time intervals.   Here are the intervals for analysis 3/31/2006 - 3/31/2009  (Looking forward, … [Read More...]

Understanding Feynman Portfolio Study Part 6-4

The following material is presented as an example to make sure I, and other readers, understand the significance and method of implementation for the Feynman Portfolio.  I am going to choose a different set of assets so I am not duplicating the example put forth in Part 6-4. Ranking of ETFs:  Here we have a list of possible securities to invest in a portfolio.  Using SHY as the "cutoff" we have … [Read More...]