100 Level

Passive and Index Investing

Passive or Index Investing Yesterday I defined active investing and today I am writing about Passive Investing and Index Investing. Since these terms are used interchangeably, I want to discuss both as there are slight differences.  What I don't know is if the broad investing community makes any distinction between passive and index investing. Here is how I view the two investing … [Read More...]

Who Is Responsible For Your Retirement?

With pension plans on the decline, corporations squeezing employees, and unions under attack, individuals will need to take more responsibility for their own retirement programs.  Those are the hard facts.  At one time an individual or a small group of people within a corporation managed the pension plan for a large number of employees.  The employee had few retirement planning … [Read More...]

300 Level

Mosaic Portfolio Lookback – 31 December 2008

One Quarter Away From Bear Market Conclusion Here we are at the end of 2008 and the market is still dismal.  What signals can we decipher from the QPP analysis and the Delta Index worksheet?  Are any clues showing up?  First, look at the QPP analysis.  Nothing was altered except for the time frame.  The data used for the analysis was moved forward one quarter.  … [Read More...]

Quantext Portfolio Planner Analysis of Faber Ivy Portfolio

As promised, here is the first of several Quantext Portfolio Planner (QPP) evaluations of the portfolios mentioned in an earlier post.  In this QPP analysis I'll look at the Faber-Richardson Five ETF portfolio.  Equal percentages are allocated to each ETF so there is no fudging with the percentages to increase return or reduce risk.  This array of ETFs is a solid starting point … [Read More...]

200 Level

Portfolio Performance: 20 May 2011

While nearly every updated portfolio lost a little ground in absolute terms, all gained when compared to either the customized ITA Index, the Vanguard Total Market Index Fund (VTSMX), or one of the two uncertainty or risk ratios.  Absolute terms means that the Internal Rate of Return (IRR) of the portfolio declined.  While this is important, the relative measurements are more significant … [Read More...]

Setting Up a Dividend Oriented Portfolio for Retirement

A number of months ago I came across advice from a Certified Financial Planner (CFP) that peaked my interest.  Using the data as given, what are the projections if one uses the Quantext Portfolio Planner (QPP) for the analysis?  Are the results similar to those posited by the CFP?  To answer the question, I set up a dividend oriented portfolio made up of fifteen ETFs.  Without … [Read More...]

400 Level

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...]

Bullish Percent Indicators for Week of 8 March 2013

For a broad look at market conditions as well as specific sectors, check out this article on Bullish Percent Indicators for last week.  I try to post the BPI information each week either on Seeking Alpha or here at ITA Wealth Management.   … [Read More...]