100 Level

Walking Your Way To Independent Portfolio Management

Portfolio management is not equivalent building a house or overhauling a car engine.  It is not that hard, so don't throw up your arms and say you cannot do it yourself.  With Internet access, it is much easier than it was ten to fifteen years ago.  Here are steps to setting up your own portfolio, managing the assets, and monitoring it on a yearly basis. 1) Open up an account … [Read More...]

Stock Market Value vs. GNP

Are stocks priced fairly? Check out Warren Buffett's stock market value vs. GNP at this site. Once on the site, click on this link to see the graph. While stocks are not overly cheap, the market, according to this theory is priced about where it was back in 1971. … [Read More...]

300 Level

Euclid Portfolio Update: 5 November 2012

Thirty-two days passed since the last review of the Euclid Portfolio and during that time, DBC, one of the commodity holdings dropped in price so that it is now below the 195-Day Exponential Moving Average.  Since Euclid is one of the ITA Risk Reduction (ITARR) model portfolios, it is time to sell DBC and wait for the price to move above its 195-Day EMA.  As Platinum readers can see from the … [Read More...]

Bohr Performance Data: 19 November 2012

The only trade over the last month was to sell nearly all shares of DBC since the price moved below its 195-Day Exponential Moving Average (EMA).  While the Bohr is not one of the five ITA Risk Reduction (ITARR) model portfolios, I still applied the idea under certain circumstances.  As Platinum can see from the Dashboard below, while the asset classes are within the target limits, there are a few … [Read More...]

200 Level

“Holy Grail” Portfolio: A Revised Look

QPP Analysis of "Holy Grail" Portfolio While I hope to have the focus of this blog post show up on Seeking Alpha, here is an advanced look at what I've been working on for Platinum members. This is quite a strong portfolio based on QPP analysis. Platinum membership is available for $5.00 per month.  Help provide capital for individuals starting their own business in developing … [Read More...]

Capital Markets Outlook and Retirement Payout Percentage

Platinum members are well aware of my conservative recommendations when it comes to the payout percentage during retirement.  While it is common to suggest a payout of 5% during retirement, I advocate pulling out as little as 2% per year and no more than 4%.  Lowering the payout rate "insures" one will not run out of money in retirement.  I hope to have a spreadsheet that … [Read More...]

400 Level

Reviewing RSI and PnF Technical Indicators

Checking RSI and PnF Graphs Periodically I'll go through the ETFs held in most of the ITA Wealth Management portfolios and give each a visual technical check.  This examination is nothing more than a quick performance look of the Relative Strength Indicator (RSI) and the Point and Figure (PnF) graphs.  In the two links I use VWO as the example ETF. … [Read More...]

Suppose Today Was October 2nd

Suppose this was October 2nd instead of September 2nd and the alert is on for the Maxwell and Euclid portfolios.  It is time to fire up the StockCharts graphs for VTI, VEU, VWO, VNQ, and RWX.  Assume we are always going to include TLT and TIP in the portfolio.  Using VNQ as showing in the graph below, how do we interpret what move to make, assuming we were out of the market with … [Read More...]