100 Level

Why Take the Passive Path to Investing?

Let's step back a moment and examine some facts.  One of the longest bull markets of my life occurred from August of 1982 through 2007.  Some may say the bull market ended in March of 2000.  Blackstar Funds studied all common stocks that were traded on the NASDAQ, NYSE, and AMEX during the longer period (actually 1983 - 2007).  The universe of stocks numbered over 8,000 or stocks that qualified … [Read More...]

Pay Attention to Your Portfolio: Sample Portfolio Included

Whether you are a beginning or experienced investor, it is important to review and update your portfolio annually if not monthly.  ITA portfolios are reviewed and updated every 33 days.  The updating difficulty is highly dependent on what securities are used to populate the portfolio.  If individual stocks are used the task is more onerous as each stock needs to be reviewed in detail.  Further, … [Read More...]

300 Level

Portfolio Performance: 12 August 2011

Asset Allocation wins again.  The following data table is what ITA Wealth Management is all about.  It is about setting up a Strategic Asset Allocation plan, following through with a passive style of investing, and monitoring the results to see how well the portfolios compares with their benchmarks. While few folks expected to see absolute gains over the last week to ten days, in such … [Read More...]

“Creme List” for February 18

Twenty stocks made the "Creme List" this week, a high number based on results over the past year.  LLTC was cut from the list as it went more then 13 weeks without making the elite list.  Only one stock is priced to buy based on my analysis.  This is not surprising considering the high market. Check the stock with the * in the following data table. … [Read More...]

200 Level

Solving Investment Problem #5: It is too late to start saving.

Balderdash!  It is never too late to begin saving for retirement.  Yes, it is preferred to follow "The Golden Rule of Investing" and start saving as early as possible, but it is never to late to begin.  Let me illustrate with a short story. I know of one family that had almost no savings by age 57.  The house was paid in full, but savings for retirement were close to … [Read More...]

Portfolio Performance Data: 3 February 2012

Portfolios gained ground on an absolute scale, but most gave back the relative gains of last week when compared with the VTSMX benchmark.  Several portfolio held even with the VTSMX and three, all Risk Reduction model portfolios, gained a few tenths of a percentage point. Investors following the Risk Reduction model may be interested in examining level two as explained in this Seeking Alpha … [Read More...]

400 Level

Euclid ITA Risk Reduction Update

This was the weekend for the Euclid examination.  Here is a report of what happened.  First, take a look at the current Dashboard for this portfolio shown below.. … [Read More...]

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...]