100 Level

How Would You Balance the Federal Budget?

If Congress were to ask you how to balance the federal budget, what suggestions would you pass on? Place your suggestions in the comment section below.   Photograph: Longboat Key - Sarasota, FL … [Read More...]

Different Styles of Investing*

Let me pose a problem or situation to ITA Wealth Management readers.  We have two intelligent investors who approach investing from entirely different philosophies. For simplicity we will call them Investor A and Investor B.  Investor A is an active manager and readers have already know what active management entails.  Investor B is a passive manager and you know a bit about passive … [Read More...]

300 Level

Portfolio That Reduces Risk

Are you looking for a portfolio that pulls down the projected standard deviation?  If so, take a look at the asset allocation mix shown in the following analysis.  I would classify this portfolio as conservative. … [Read More...]

Graham – Dodd List of Stocks

We hear many positive comments about the investment strategies advocated by Benjamin Graham and David Dodd.  What stocks crop up if one were to use a Graham-Dodd screen to isolate stocks from a database of over 9,000 companies?  Below is such a list.  We look for low price-to-net current asset value stocks. As you look over this list of companies, keep in mind what Benjamin Graham … [Read More...]

200 Level

Einstein Portfolio Review

Last week I added a few shares of RWX, VWO, and EMB to the Einstein to bring a few asset classes into balance.  Other than the Bonds & Income asset class, this portfolio is now in balance. One Tactical Asset Allocation I will be making is to shift one percentage point from Small-Cap Growth over to Small-Cap Value.  i will use IWN for my Small-Cap Value ETF.  Another change is … [Read More...]

Portfolio Performance: 11 November 2011

Portfolios tracked using Captool are updated through 10/31/2011, and portfolios tracked using the TLH Spreadsheet software are current through 11/11/2011.  Not all dividends posted on 11/07 are included in all portfolios so a few of the accounts may be performing a tad higher than recorded.  In general, most of the portfolios lost a little ground with respect to the VTSMX and most … [Read More...]

400 Level

Bullish Percent Index: 31 May 2013

As expected, many of the numerical values for the various indexes and sectors dipped in the percentage of bullish Point and Figure graphs this week.  However, there were very few changes between the offensive and defensive teams as the dips were insufficient to cause a switch in sides from X's to O's.  The following two tables explain what I mean. This information is not for publication … [Read More...]

Bullish Percent Indexes: 16 August 2013

As one might expect, general decline showed up in both the Bullish Percent Indexes and sector BPI data.  There was one major exception among the sectors and I will get to that later.  We first examine the major indexes and then sectors of the market. … [Read More...]