100 Level

Learn By Example

If your learning style is parallel to mine, it is much easier to learn by example vs. straight theory. While it is important to know and understand the logic behind an investment philosophy, it is even better to see the policy in action and observe how well it performs. That is what motivates me to write the ITA Wealth Management investment blog. This is an investment education blog. 1) How do … [Read More...]

Portfolio Performance: 18 January 2013

One month passed since I last posted the portfolio performance data table.  While every portfolio increased in value over the last month, in many cases the benchmarks increased at a faster rate than the portfolios IRR values.  When comparing performance with the ITA Index, the Curie, Newton, Kepler, and Kenilworth gained ground on the customized benchmark.  Maintaining the same difference were the … [Read More...]

300 Level

Dividend Stocks for Mosaic Investors

Mosaic investors looking for a list of potential dividend stocks to analyze will find an interesting list below.  These are stocks that have gown dividends over the last seven years. This material is not available for publication elsewhere on the Internet. … [Read More...]

Momentum-Optimization Model (MOM) YouTube Presentations

Platinum members using the Momentum-Optimization Model (MOM) spreadsheet will find two help sessions at this address. http://www.youtube.com/user/Physlab Look for Momentum-Optimization and Momentum-Optimization Part 2.  Keep in mind that the resolution is not the greatest when viewing material on YouTube.  At least the Camtasia recordings are not as sharp as I prefer. Lowell   … [Read More...]

200 Level

8 Dividend Stocks Supercharge the Swensen-Six Portfolio

Eight dividend aristocrats added to the "Swensen-Six" Portfolio boost return, increase yield, without doing extensive damage to the portfolio volatility. The following screen-shots show the original "Swensen" portfolio, a supercharged version, the correlation matrix for the supercharged portfolio, and the "Delta Factor" projections for the supercharged portfolio when … [Read More...]

Portfolio Performance: October 21, 2011

Portfolio Performance Data Table Finally - this was a better week for the broad equity markets.  Once more, large-cap U.S. stocks outperformed the international equities, but overall, most of the portfolios tracked here at ITA Wealth Management moved ahead. Platinum membership is available for $5.00 per month.  Check out all that is available. … [Read More...]

400 Level

Is It Time To Buy The Commodity, DBC?

The quick answer is, NO.  Why is it too early to move back into the commodity ETF?  Let me count the ways.  First, start with the PnF graph, shown in the first slide.  Today's big drop is shown with a 6 showing up in the right-hand column.  That 6 indicates DBC had another one box drop in June which means we are adding another O in this column.  Supply for DBC … [Read More...]

Preparing the Euclid Portfolio for Timing Model

Preparing the Maxwell and Euclid Portfolios Further preparation in the Euclid Portfolio took place this morning as shares of VBR were sold.  What I am doing is selling off holdings outside the basic ETFs we plan to use in this experiment.  These ETFs include VTI, VEU, VWO, VNQ, and RWX as these are the instruments I will use in this modified Faber-Richardson model.  I probably will … [Read More...]