100 Level

Kiva Loans Making a Difference

Long time ITA Platinum members know that a significant percentage of the profits from this blog are donated to help the less fortunate.  Search for MEDA or MEDA Trust on this blog for more information.  Since MEDA Trust shut down last March, I switched my giving over to Kiva where 28 loans are active.  I think two of those loans are now paid off so 26 are active, including four more that were … [Read More...]

“Ten” Ivy ETF Portfolio

Ivy 10 Portfolio As you read through this 10-ETF portfolio, you may want to toggle back and forth between the latest analysis and this analysis I finished approximately four and one-half months ago. When I last analyzed the Ivy 10, little was gained by moving from five to ten ETFs. That is still the case.  In the 10-ETF portfolio, there are not ten different asset classes.  In my … [Read More...]

300 Level

Curie Portfolio Review: 8 March 2012

It is again time to update the Curie Portfolio so we once more begin with the Dashboard, the worksheet extracted from the TLH Spreadsheet.  For new readers, the Dashboard is the Strategic Asset Allocation plan for the portfolio.  ITA readers will note the portfolio is skewed or tilted toward the value side of the investing spectrum.  Since the last update, I made a few minor 1% … [Read More...]

Annualized Future Total Market Return

I've prepared a simple spreadsheet to project the Annualized Future Total Market Return. The equation used to make this calculation comes from John P. Hussman, of Hussman Funds. Use values found in the article to test the accuracy of the spreadsheet. To gain access to the spreadsheet move to the right-hand edge of the page and scroll down to Interesting Sites. Then look for the Market Return … [Read More...]

200 Level

Launching That $100,000 Portfolio

What does a $100,000 portfolio look like or how might one go about building a portfolio with this amount of money?  Before launching into the investment particulars, be sure to lay out a portfolio plan.  Think through what risks makes sense for your situation.  Will you be populating the portfolio using individual stocks or will you be using non-managed index funds or index … [Read More...]

Portfolio Performance: 14 January 2012

This week saw absolute gains in every portfolio and relative gains against the VTSMX benchmark in five of the eleven portfolio.  Only the Newton and Bohr lost a small fraction of a percentage point with respect to the VTSMX while the Curie, Schrodinger, Kepler, and Euclid remain unchanged.  It was encouraging to see the Einstein, Kenilworth, Maxwell, Madison, and Gauss gain small amounts … [Read More...]

400 Level

Current State of ITARR ETFs

Platinum members paying attention to the ITA Risk Reduction model will note that the prices of three of seven critical ETFs moved above their 195-Day EMAs.  Those ETFs are listed below with the link to the critical graph. … [Read More...]

Maxwell Portfolio Examination: 5 May 2012

Tomorrow, May 6th, is the official day to update the Maxwell, but nothing is going to happen over the weekend so here is the May review of this portfolio.  Platinum readers know that the Maxwell is one of the five model portfolios for the ITA Risk Reduction experiment.  Below is the current Dashboard for the Maxwell. … [Read More...]