100 Level

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...]

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

Kenilworth Portfolio Update: 21 June 2011

Kenilworth Review Yesterday was the scheduled time to review the Kenilworth, one of the young portfolios tracked here at ITA Wealth Management.  Since the last update, a deposit of $500 was added to the portfolio and a few shares of International REITs (RWX) were purchased.  This is the first addition of international REITs in the Kenilworth. We are still working this portfolio into … [Read More...]

Spreadsheets Available

A unique feature of the ITA Wealth Management blog is access to the TLH spreadsheets.  This morning I uploaded the latest version for the seven portfolios tracked and made available to Platinum members.  To gain access to these spreadsheets, go over to the right-hand edge of this page and scroll down till you see TLH Spreadsheets.  The link is just below Interesting Sites. Platinum … [Read More...]

200 Level

Low Risk Portfolio Using Dividend Oriented Stocks: Part III

Low Risk Portfolio Number Three Portfolio number three in this series of low risk asset allocations is shown below.  The percentage of funds was suggested by a Platinum member.  One of the major changes in this portfolio involves decreasing the allocation to VNQ from 7% down to 2%.  No dollars are assigned to TIP and we add a few more dividend stocks.  Since these are not … [Read More...]

Smartest Medium-High Risk Portfolio

With this analysis of the medium-high risk portfolio, we leap over the medium risk portfolio found at this site. The medium-high risk portfolio limits the bond/income asset class to 20%.  Remember, we began with 80% allocated to the bond asset class, moved to 60%, then 40% and now 20% or something similar to what we hold in many portfolios tracked here at ITA Wealth Management. Note the … [Read More...]

400 Level

Dividend Portfolio

Looking for a low risk dividend portfolio?  Check out this portfolio sample that I posted over on Seeking Alpha.  There are a number of positive features to this portfolio.  First, it meets all the QPP analysis goals as laid out in the article.  Second, it provides good diversification without too many ETFs. There is a negative or two.  If one is using this array of … [Read More...]

Exponential Moving Average Review

The term Exponential Moving Average (EMA) showed up in a number of recent posts.  Those unfamiliar with this term would benefit with a review.  In searching the blog, I thought I defined EMA, but that post was likely lost when I move the blog to a new host provider.  Here is how EMA is calculated. One first calculates a Smoothing Constant based on the number of days one will be using for the … [Read More...]