100 Level

Which Investment Strategy To Follow?

Various investment strategies are available and modeled here at ITA Wealth Management.  As a serious reader, you will likely select on model or merge one or two of the options.  For clarification here are a few options and more may emerge as further research becomes available.  I prefer not to approach investing with a closed mind. {Click on blog title for full screen look.} … [Read More...]

Investing 101

It is so easy to get down into the gears of investing and lose sight of the big picture.  Pulling back from portfolio management, necessary as that is, and laying out the long-range picture of investing is essential from time to time.  That is the situation today, so here are some fundamentals to investing. Follow "The Golden Rule of Investing" by saving as much as you can … [Read More...]

300 Level

Weighted Ranking SS Update

If your portfolio is approximately $100,000, the following percentages and shares are laid out for investors going into this coming week.  We first start with the most recent rankings data to start the week.  This information applies to all Platinum members regardless the size of your portfolio. ETF Rankings:  The following ranking is current as of 9/27/2013.  Note the change in the starting … [Read More...]

Harvest Tax Losses

With Halloween on the horizon, now is the time to go through taxable accounts and identify investments that are below the average purchase price.  While I would not pay attention to stocks, mutual funds, or ETFs that are losing a few hundred dollars, concentrate on the larger losers and take advantage of tax losses.  If you are holding ETFs, and do not want to remain out of the market, … [Read More...]

200 Level

Capital Markets Outlook and Retirement Payout Percentage

Platinum members are well aware of my conservative recommendations when it comes to the payout percentage during retirement.  While it is common to suggest a payout of 5% during retirement, I advocate pulling out as little as 2% per year and no more than 4%.  Lowering the payout rate "insures" one will not run out of money in retirement.  I hope to have a spreadsheet that … [Read More...]

Asset Classes: How Many Should You Own?

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  William Bernstein answers the question this way.  "You might as well ask the meaning of life.  About all one can say is, more than three."  The major … [Read More...]

400 Level

All Bullish Percent Indicators Are Under Control of the Defense

This week not one Bullish Percent Index managed to move or remain in the hands of the offensive team.  The markets, be they broad or sector, succumbed to the downward trend and turned negative.  In several cases the numerical value of PnF graphs moved the dial out of the over-bought range.  This is something we have been anticipating for several weeks. This information is not available for … [Read More...]

Delta Factor Results From Recommended Stocks

Adding a few recommended stocks to the "Mad Money" group, plus a few more, and Platinum members have the beginnings of some interesting companies.  No recommendations are implied.  I have room for another 15 to 17 before I need to create another list.  ROIC does not have the requisite history, so take that into consideration.  For this QPP analysis I used a 57-month … [Read More...]