100 Level

Blog Notification Issue Tied to Plugin

Special notice:  The software used to send out notifications of new blogs is not working properly.  You have not been deleted from any mailing lists.  What happens is that plugins conflict with each other and one of my software programs designed to perform a particular task is likely in conflict with the notification plugin.  You might try signing up again or leave a … [Read More...]

Investing 102: Strategic Asset Allocation Planning

Investing 102 - The SAA Plan As a followup to Investing 101, where does one go after reading some verbal guidelines.  Read on.  Laying out a Strategic Asset Allocation (SAA) plan is high on the to-do list.  What is a SAA plan? An example is shown below in the Dashboard worksheet extracted from the TLH spreadsheet.  The arguments for such a plan is explained in some … [Read More...]

300 Level

Possible Portfolio For 2013

As we look forward to 2013, what might a possible portfolio look like considering the uncertain future.  In the following QPP analysis I built this possible portfolio using the Swensen Six Portfolio as a base.  Then I added several risk adverse ETFs as Platinum members can see. The following material is not available for publication elsewhere on the Internet. … [Read More...]

Five-Year Analysis of “New Portfolio”

As promised, Platinum members can see the asset allocation for a portfolio designed to take advantage of the economy when it is in a growth stage while defending against inflation, and to a lesser degree, deflation.  While the portfolio is not recession proof, there are aspect to the following list of ETFs that will buffer against a recession. … [Read More...]

200 Level

Different Styles of Investing*

Let me pose a problem or situation to ITA Wealth Management readers.  We have two intelligent investors who approach investing from entirely different philosophies. For simplicity we will call them Investor A and Investor B.  Investor A is an active manager and readers have already know what active management entails.  Investor B is a passive manager and you know a bit about passive … [Read More...]

Newton Portfolio Review

Thirty shares of VO were added to the Newton yesterday, bringing the Mid-Cap Blend asset class closer to balance.  I am slowly pulling this portfolio back into balance.  Emerging Markets (VWO) is the asset class that needs primary attention.  Plenty of cash is available in the Newton, making it much easier to bring asset classes below target back up to their targeted … [Read More...]

400 Level

Bond “Delta Factor” Summary

As promised, below is a screen shot of a "Delta Factor" data table for AGG, BIV, BSV, HYG, JNK, IEF, TLT, and TIP.  The reference bond ETF I use in this analysis is BND.  I've done almost no testing with bonds so I don't know the quality of the predictive powers when it comes to bonds. … [Read More...]

What ETFs to Include?

What ETFs should one include in a well-diversified portfolio?  After developing a Strategic Asset Allocation plan one needs to decide what ETFs to use as the portfolio building blocks.  Here are a few methods I use and suggest for Platinum members. If at all possible, use a commission free ETF.  Different discount brokers have their own commission free investments.  I use TD Ameritrade as my … [Read More...]