100 Level

What Should I Do If I Am Holding Cash?

What should I do if I am holding cash?  Is it time to move back into the market, and if so, how should I proceed?  Those are difficult questions considering the S&P 500 (VFINX) increased in value by 87.4% since January 20, 2009.  If one were to follow the Louis Rukeyser analysis, moving immediately into the market is the correct decision.  However, Rukeyser was using data … [Read More...]

Passive Management: The Six Step Process

The following six steps provide investors with an outline for organizing and monitoring a portfolio.  Specific details of implementing these guidelines can be found by tracking one of the ITA Portfolios. 1.  Determine the portfolio objectives.  Consider the following as possible reasons for constructing the portfolio. Is this a retirement portfolio? Is it a higher education … [Read More...]

300 Level

Preparation for Einstein Portfolio Review

Next week the Einstein is up for review and here is the pre-update picture for this portfolio.  We first start with the Efficient Frontier graph, them move on the the Rankings table, and finally the Buy-Hold-Sell recommendations. This information is not available for publication elsewhere on the Internet. … [Read More...]

Top Core Stocks Analyzed Using QPP Plus Delta Factor Projections

Seeking top core stocks from investors who participate in the Growth Forum, the following analysis shows portfolio projections, the correlations within the portfolio, and the "Delta Stock" projections. QPP Analysis:  Nearly equal percentages are assigned to each stock.  The analysis spans five years and the S&P 500 is projected to grow 7.0% per year over the next few years.  Readers … [Read More...]

200 Level

My Twenty ETFs

Selecting 20 core ETFs is not all that difficult until one is down to the last five to seven tickers. While I could come up with my favorite 20 ETFs, that would be too simple.  Instead, my twenty will come from several major asset classes as outlined below. U.S. Equities Bonds International markets Real Estate Commodities ETFs from U.S. Equities in this search will include the "Big … [Read More...]

Portfolio #5: Ages 66 – 100

Retirement Portfolio Constructing a portfolio for the retirement years requires one to focus on portfolio risk or uncertainty while not neglecting return. If the portfolio asset allocation plan is too conservative, the return will not meet lifestyle expectations. Inflation is again on the rise and this needs to be taken into consideration when putting together a retirement oriented portfolio. … [Read More...]

400 Level

Bullish Percent Indicator: Additional Information

In 1995 A.W. Cohen developed the New York Stock Exchange Bullish Percent Index.  Some technicians call it the greatest market indicator as it gives a broad overview of the market direction.  In our case, we are tracking several markets.  In the data table several market index are recorded as well as several popular ETFs.  The ETFs are on a separate worksheet and are not shown … [Read More...]

“Delta Factor” Bond Projections

Periodically, I'll post the "Delta Factor" projections for a few bonds used in a number of the portfolios tracked here at ITA Wealth Management.  Few changes occur over time and that is why these projections are posted infrequently.  In the following table of ten ETFs, I used a 50-month time frame so as to bridge the last bear market while not exceeding accurate data for … [Read More...]