100 Level

Feynman Portfolio Study – Part 1

This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from 06/29/2007 to 06/30/2003.  The VTSMX will be used as the reference, or benchmark, for comparison of portfolio performance through each future phase of … [Read More...]

“Who Stole the American Dream?

I mentioned that I am reading Hedrick Smith's book, Who Stole the American Dream?"  Nearly 30% into the book I came across this bit of data.  "The 401(k) track record is not good.  After twenty-five years, the typical account balance was just $17,686 on January 1, 2011, according to the Employee Benefits Research Institute (EBRI), which tracks 401(k) records for twenty-two million people.  The … [Read More...]

300 Level

Managing Portfolio Uncertainty: How Does It Work?

In an effort to improve performance results and reduce portfolio volatility, a Tactical Asset Allocation (TAA) plan has been activated for both the Maxwell and Euclid portfolios.  Checking the latest Portfolio Performance data table, we see these two portfolios are trailing the VTSMX benchmark, an unacceptable condition.  Keep in mind this is an extreme strategy, but it is based on … [Read More...]

Euclid Portfolio Update: 14 February 2013

Happy Valentine Day In addition to this being Valentine's Day, it happens to be the fifty birthday of ITA Wealth Management.  And why do you not find five years of archived blog posts available?  It so happens that the server where my blog was housed was hacked several years ago by someone in Sweden and the material could not be recovered.  In fact I needed to start over twice.  I now have the … [Read More...]

200 Level

Portfolio Performance For Week of April 20th

The good news this week is that ten of the eleven portfolios gained ground on the VTSMX benchmark.  Only the Newton did not pull ahead of the U.S. Equities index, but remained even.  What was a little strange is the fact that eight of the eleven portfolios lost a fraction of a percent to the ITA Index, our customized benchmark.  By pulling ahead of the VTSMX I assumed the portfolios … [Read More...]

Portfolio Performance Update: 15 October 2010

The data table below includes updates for the ten portfolios tracked using the Captool software. Those portfolios are current through 9/30/2010 and the ten portfolios tracked using the TLH spreadsheet are updated through 10/15/2010. If you have never seen one of these Portfolio Performance data before, the last two columns, Sortino Ratio (SR) and Retirement Ratio (RR) are significant in that they … [Read More...]

400 Level

Bullish Percent Indicators Show Positive Market Trends

Markets Are Bullish Bullish Percent Indicators (BPI) show increasing strength this week.  Everyone of the major markets improved as ITA readers can see in the following graph.  It is going to be interesting to see if this positive trend can be maintained throughout the summer months.  Don't plan on it. Move down to the 7/6/2012 row and compare each number with the number … [Read More...]

Bullish Percent Indicators: Weekly Update

The offensive is in control of all sectors and major indexes.  Only two sectors, Materials and Utilities, showed reduction in the number of companies exhibiting bullish Point and Figure (PnF) graphs. Platinum membership available for a mere $5 per month.  Learn portfolio management. … [Read More...]