100 Level

Reviewing Buy and Sell Decisions: Using VNQ as Example

Platinum members are aware of the five (Maxwell, Euclid, Madison, Kenilworth, and Gauss) ITA Risk Reduction (ITARR) portfolios.  In an effort to reduce risk there are times when the price of the ETF runs well ahead of its 195-Day Exponential Moving Average (EMA) and we want to protect profits.  How can we do this?  Here are some suggestions and an example.  Remember, this pertains to a situation … [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

Asset Allocation for Small Global Portfolios

If your portfolio is small and yet you want global diversification, this portfolio is one to consider.  This six asset class portfolio is built around asset allocation guidelines laid out by David Swensen in his book, "Unconventional Success."  Thirty percent of the portfolio is allocated to U.S. Treasury Bonds (TLT) and TIPs (TIP).  Domestic REITs are covered with the VNQ … [Read More...]

“Creme List” for 8 July 2011

Twenty-five companies made the elite list this week, the largest number in recent memory.  No new companies cracked the "Creme List" and only one was cut from the list. For new readers, note that the "Creme List" comes from a very old tradition that goes back beyond the creation of ITA Wealth Management.  While I've moved through my stock picking days, I now … [Read More...]

200 Level

Portfolio Performance Data

Momentum principles continue to produce positive results as Platinum members will see in the following data table.  Right now I am making comparisons from week to week.  Eventually I want to extend the information out over at least five weeks so each portfolio has a chance to go through at least one review cycle.  Until I build that data I will make week to week comparisons.  The problem with … [Read More...]

Playing Defense With The “Holy Grail” Portfolio

While there is no such thing as a "Holy Grail" portfolio, humor me for a few minutes and think of this simple seven ETF portfolio as a sound basic portfolio. The purpose of this post is to test how one might play portfolio defense and when is such a move necessary.  First, we take a look at the current QPP analysis for this seven ETF portfolio. Platinum membership is available for … [Read More...]

400 Level

Bullish Percent Indexes: 10 May 2013

BPI Index:  We experienced another good market for U.S. Equities and the following Bullish Percent Index data is testament to this fact.  The NYSE turned positive leaving only the NASDAQ in the hands of the defensive team.  With so many of the broad indexes in the over-bought zone (>70%) it is only a matter of time before we see some sort of draw-down.  This could take a few weeks, but it will … [Read More...]

Broad Market Outlook Beginning to Show Cracks

As anticipated for a number of weeks, the broad U.S. Equities market is showing the first signs of cracking.  The following Bullish Percent Indicator tables provide the evidence. The following information is not available for publication elsewhere on the Internet. Broad Index BPIs:  All major indexes are now controlled by defensive teams as all show O's in the right-hand column when examined … [Read More...]