100 Level

Portfolio Performance: ITA Ratio

When there is a lot of blog activity it is easy for the Portfolio Performance data table to be pushed off the screen and missed by readers unless they remain current with the new entries.  I'm bringing back the August 13th table with additional data.  Added to this table is the recently developed ITA ratio, another risk measurement that sets a high bar for portfolio … [Read More...]

Keep It Simple: And I Mean Really Simple

Yesterday I was discussing Hedrick Smith's new book, Who Stole the American Dream, with a relative and we talked about how ill prepared Americans are for retirement.  Part of the discussion focused on some new information where I learned a group of workers in a well-known institution had an average of $50,000 saved in their 401-k plans.  Can you imagine going into retirement with so little saved?  … [Read More...]

300 Level

Four ETFs Plus Two Stocks Create a Winning Combination

Instead of calling this the "Holy Cow" portfolio, I'll refer to it as the "Basic Four" from now on. Below is the first iteration of the four ETFs using in last Friday's QPP analysis.  This is one of ITA Wealth Management's top projected portfolios so far, and we are not finished looking for winning combinations. The following material is reserved for Platinum … [Read More...]

“Creme List” of Dividend Stocks

ITA Wealth Management readers know the pitfalls when it comes to selecting individual stocks and populating a portfolio with nothing but stocks.  Nevertheless, from time to time I post a list of stocks that ITA readers may find interesting.  Here is that list of stocks. The following screen and list of companies is reserved for Platinum members only and may not be published elsewhere. … [Read More...]

200 Level

Optimizing a Basic Portfolio: 3 and 5 Year Analysis

The sample portfolio shown below consists of 16 ETFs that cover all major markets found in the eleven portfolios tracked here at ITA Wealth Management.  VTI covers all of the "Big Nine" asset classes.  We add VIG for added dividends and IWN for any possible push toward small-cap value, or where Fama and French find added alpha. VEU is our developed international market and VWO is the ETF used … [Read More...]

Positioning the Maxwell, Euclid, and Madison

In preparation to launch the ITA Risk Reduction model for the Maxwell, Euclid, Madison, and possibly one or two more portfolios, the basic asset allocation is laid out below.  SDS is shown only as a possibility in unusual circumstances.  The percentages as shown apply only when the ETF price lies above its 195-Day Exponential Moving Average (EMA).  Such is not the case right now as … [Read More...]

400 Level

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...]

Portfolio Risk Management Using The ITA Risk Reduction Model

Following up on Bob Warasila's article, published early this morning, a review of the ITA Risk Reduction model is in order.  In addition to reviewing the ITARR, I will add a few additional wrinkles that should improve portfolio returns. The basic ITARR model has two rules. Buy Rule:  Buy the index ETF when the price of the ETF moves from below to above the 195-Day EMA of the ETF. Sell … [Read More...]