100 Level

Investing Made Simple: Eight Basic Rules to Follow

As a review, here are the fundamental principles of investing. Follow The Golden Rule of Investing by saving more than you think you will need. Develop an investment plan and follow it. Build the portfolio around index funds or index ETFs.  I prefer low-cost ETFs.  Eschew individual stock selection as it is a losers game for all but a few. Diversify all over the globe.  Think outside the … [Read More...]

Active, Index, Passive or Mosaic Investing

Investing Styles Are you an Active, Index, Passive or Mosaic investor? Answer this question and one focuses at the heart of investing. Rather than answer this question with one blog post, I will strive to define and explain the different styles over a series of entries spanning into next week. While I've written on the subject of investing styles before, I'm sure there are new … [Read More...]

300 Level

Modified Momentum Investment Strategy

Instead of writing out a detailed explanation of how one might modify the Feynman Model (as presented in Part 5), I prepared a YouTube "Camtasia" to illustrate how one might use the Hoadley-HedgeHunter spreadsheet to manage a momentum oriented portfolio. … [Read More...]

Madison Portfolio Review: 16 July 2012

Since the last review of the Madison, shares of VO and VB were added to the portfolio as there was no exposure to growth stocks in the mid- and small-cap asset classes.  Adding shares in these two blend asset classes brings us in contact with stocks of a style (growth) not previously held in the portfolio. … [Read More...]

200 Level

Searching for the Strategic Asset Allocation Holy Grail

Establishing a strategic asset allocation (SAA) plan for a portfolio requires at least two major decisions.  1) What asset classes should be included in the portfolio.  2) What percentage of the total portfolio is allocated to each asset class.  Decision number two is the more difficult of the two.  Where do I come up with the various asset allocation plans found in the various … [Read More...]

Portfolio Performance: 6 June 2012

Portfolio Performance It is time to post the Portfolio Performance data table after several weeks absence.  Since I last posted this table, all portfolios improved in absolute terms and several gained on the VTSMX benchmark.  The negative news is that all portfolios lost ground with respect to the customized ITA Index.  What this is telling me is the following - you got the … [Read More...]

400 Level

“Delta Factor” Update: October 27, 2011

Equity ETF Performance Projections Based on popular demand, here is another "Delta Factor" update of the equity ETFs we use to populate our portfolios.  New readers to ITA Wealth Management would do well to search the blog for other "Delta Factor" posts.  A quick explanation is that the "Delta Factor" and "Conservative Delta Index" columns are … [Read More...]

Broad Market Outlook Based on Bullish Percent Index

Based only on gut feeling, most of us would expect rather good numbers to show up this week when we drill down into the Bullish Percent Index values for the major indexes and individual sectors.  The following two tables will not be a surprise if this is your impression of the trading week just passed.  First, the major markets. Index BPI:  All indexes showed a slight uptick in the actual … [Read More...]