100 Level

Software Used To Manage and Monitor ITA Portfolios

Several readers recently asked me what software I use to manage and monitor ITA portfolios.  Below is a list of materials I use. TLH Spreadsheet - This Excel spreadsheet was developed by Jim Thomas, Bakul Lalla, and Lowell Herr, hence the title TLH Spreadsheet.  This spreadsheet is free for the asking.  I have numerous video/audio clips available so interested users can learn how to employ … [Read More...]

Stock Screening Service Coming

While this blog is oriented toward using index ETFs to construct portfolios, some readers spice up their portfolios by adding a few stocks.  These are known as Mosaic investors.  To cater to Mosaic investors, I am adding a stock screening service.  Send me your criteria and I will run a screen.  Stocks that emerge from the screen will be posted for other Platinum readers to … [Read More...]

300 Level

Where Should We Be With The Newton Portfolio?

The following optimization-momentum analysis shows where we should be position with Newton holdings were we to religiously follow the Hoadley spreadsheet recommendations. Efficient Frontier:  The current portfolio is nearly on the efficient frontier graph.  Overall the portfolio is a tad more conservative than the optimized portfolio, as indicated by the small red dot.  The diamond dot will … [Read More...]

ITA Experimental Portfolio

The following portfolio is in the experimental stages of investigation so approach it with caution.  I have not checked out costs and expenses for every ETF included in this QPP analysis.  The portfolio includes seven unfamiliar stocks.  I will explain where they come from and the screens used to uncover them. Platinum membership is available for $5.00 per month.  Join ITA and … [Read More...]

200 Level

Bohr Portfolio Update: 21 June 2011

Bohr Portfolio Review This being the Summer Solstice, it seems prudent to review another portfolio.  This time it is the Bohr Portfolio, one of the better performing portfolios.  A limit order is in place to buy RWX to fill in the International REITs gap.  I also have orders set to see some of the bond/income generators as that asset class is being pulled back to 5%.  Several … [Read More...]

Sixteen Asset Classes: The Basic Portfolio

More Asset Classes Are Not Enough TLH Spreadsheet users are familiar with the sixteen (cash is excluded) asset classes used with most of the larger ITA Wealth Management portfolios.  Below is what I call the Basic Portfolio as standard ETFs are used to populate the different asset classes. Despite all the asset classes being populated with nearly equal percentages, there is something … [Read More...]

400 Level

Repositioning Madison Portfolio

ITA Wealth Management readers checking the latest Portfolio Performance* data table will observe that the Madison Portfolio is lagging the VTSMX benchmark.  In an effort to push this portfolio performance to a higher level, I am going to employ the ITA Risk Reduction (ITARR) model, or the same one being used for the Maxwell and Euclid portfolios.  This will require selling some current … [Read More...]

Bullish Percent Indicators Mixed

With the strong market yesterday (7/27/2012) I expected most of the Bullish Percent Indicators (BPI) would move up in value and definitely show X's in the right-hand column of the Point and Figure Graphs.  Of all the BPI graphs, the NYSE PnF graph is the most important.  Even though the value dropped, it is still as high as it was back in mid-May. Right now I have the Factor Scale … [Read More...]