100 Level

Preparing For Next Week

Since blogs the size I use to convey rankings, buy-hold-sell recommendations, etc. are sufficiently large to crash the server housing my blog, I uploaded the information to another site for your viewing.  Here is the URL. … [Read More...]

Investment Vehicles of Choice for Millionaires

Here is an article that will appeal to ITA readers. Why Millionaires Invest With Passive ETF. … [Read More...]

300 Level

A Risk-Parity Look At The New Normal Portfolio

While I don't know if the current makeup of assets matches my most recent copy of the New Normal, a look at a risk reduction or equal rating of risk is instructive.  Check out the QPP analysis below. … [Read More...]

Waste Management (WM): A Stock of Interest

A Platinum member suggest an analysis of Waste Management (WM).  I'll go into a bit more detail with this stock vs. what I did yesterday with Procter and Gamble (PG).  As you can see from the sales, profits, and earnings graphs, Waste Management is a slow grower.  This material is not available for publication elsewhere on the Internet. … [Read More...]

200 Level

Thinking Through a Basic ETF Portfolio

Thinking through the process of constructing the following ETF rich portfolio several required specific goals be met. This material is not for publication elsewhere on the Internet. The portfolio needed to be simple.  While 15 ETFs are not exactly simple, neither is it overly complicated.  To simplify one could reduce the number of bond and treasury ETFs. All ETFs must be commission free … [Read More...]

Modest Growth: Portfolio #4

The Modest Growth Portfolio reduces bonds to 25% of the total portfolio.  This income/bond percentage is more in line with many of the portfolios tracked here at ITA Wealth Management.  One big difference, at least for the larger portfolios, is that most of the ITA portfolios carry a greater diversification.  While the portfolio below is diversified all over the world, the idea is … [Read More...]

400 Level

Bullish Percent Indicators: 2 August 2013

All the major indexes powered forward this past week, but we now have three sectors that are controlled by defensive teams.  Technology and Telecommunications broke a three-week trend and joined Utilities which continues to show O's in the right-hand column despite its very high absolute value.  Here are the numbers. Index BPIs:  The following table displays the overall direction of seven major … [Read More...]

“Delta Factor” Update: October 27, 2011

Equity ETF Performance Projections Based on popular demand, here is another "Delta Factor" update of the equity ETFs we use to populate our portfolios.  New readers to ITA Wealth Management would do well to search the blog for other "Delta Factor" posts.  A quick explanation is that the "Delta Factor" and "Conservative Delta Index" columns are … [Read More...]