100 Level

Twelve ETF Portfolio: Moving From HYG to LQD

Here is the link to a basic 12-ETF portfolio.  In addition to examining the ETFs that make up the portfolio, take time to look at the Correlation Matrix. Over time I plan to sell some shares in HYG and move those funds over to LQD.  View this comparison link to see why I might be inclined to make the change.  If looking for income, HYG does have a higher yield than LQD.   … [Read More...]

Maintain Control of Portfolio

It is so easy to add bits and pieces to a portfolio to where it is out of control.  Several of the portfolios I track are in or getting close to this condition.  What happens is that an investor picks up information on a stock or ETF that appears too good to be true and that investment is added to the portfolio.  Sometimes the addition is in such a small percentage that it will … [Read More...]

300 Level

“Creme List” for 7 October 2011

Low Price/Book Stocks Below are six stocks that made the cut from over 10,000 companies.  This is a highly selective screen. Platinum membership is available for $5.00 per month.  Access to the "Creme List" is more than worth the membership cost. … [Read More...]

Preservation of Principle

Tactical Asset Allocation for Newton Portfolio Holding on to the nest egg were my marching orders.  I did not stand in the way of these instructions for the Newton Portfolio.  With the market climbing as it has since early 2009, moving into cash makes some sense.  In an attempt to preserve capital, numerous trades took place in March and early April.  Selling off some asset … [Read More...]

200 Level

Seeking Alpha Article on Establishing Goals

Readers will find an article on some of the goals I set when building a portfolio over at Seeking Alpha.  Check it out.  I hope to elaborate on this goals in the coming weeks. Lowell … [Read More...]

Preparting for Retirement: A Financial Problem Demanding a Solution

Preparing for the financial aspects of retirement is reaching a crisis level in the United States - if articles and government statistics are close to truthful.  Here are a few sobering links to information about this growing problem. The End of the American Dream Americans Not Ready for Retirement Retirement ready--or not? It is difficult to advise someone to save if they … [Read More...]

400 Level

Asset Allocation: Why Select This Mix of ETFs?

Gauss is the newest portfolio launched (12/27/2011) here at ITA Wealth Management.  While the annualized performance is a respectable 25%, it still lags both the VTSMX and ITA Index benchmarks as it took time to populate all fifteen equity and bond asset classes.  The broad market was in a positive mood during the launch phase and as a result, the portfolio fell behind the … [Read More...]

Momentum-Optimization Analysis of Equity Oriented Portfolio

Momentum-Optimization Analysis In the prior blog post I analyzed a sample portfolio using Quantext Portfolio Planner (QPP).  In this analysis I will use the momentum-optimizer spreadsheet to come up with the efficient frontier, a ranking of the securities, and the "decision maker," a Buy-Hold-Sell recommendation table.  We first take a look at the efficient frontier graph to see where the current … [Read More...]