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...]

Ten Biggest Investor Mistakes – #4

Wealth Management: Mistake #4: Investors lack knowledge about the importance of asset allocation.   Investors do not educate themselves as to the importance of asset allocation, and what asset classes tend to perform better than others over the long-run. I need not go into the importance of overcoming this mistake as I have written extensively about this possible mistake. Just click on the … [Read More...]

300 Level

Einstein Portfolio Review: August 13, 2011

Although the Einstein Portfolio is not scheduled for a review, shares of VEU were added to the portfolio this week.  This purchase brings the developed international markets asset class closer to the target range of 15.0%.  In the first screen shot we see the Strategic Asset Allocation plan presented in tabular form.  I've not made the decision to eliminate mid- and small-cap … [Read More...]

SRCE: A Dividend Stock of Interest

After screening for stocks that showed increasing dividend growth over the past seven years, SRCE is one of eight stocks (out of over 9,000 companies) that passed my tight screen.  Below is an additional analysis of this financial stock. This information is not available for publication elsewhere on the Internet. Sign up for a Platinum membership to gain access to this analysis.  Membership … [Read More...]

200 Level

Portfolio Stress Test: Part I

Stress Testing the Curie Portfolio Investors experienced a traumatic year in 2008 and it will likely happen again.  Are you prepared to deal with the risk? In the next two blog entries I will walk readers through a portfolio stress test using the Curie Portfolio.  To work through this analysis, I will use the Monte Carlo software, Quantext Portfolio Planner (QPP).  Most of you are … [Read More...]

Using the Delta Indicator

Quantext Portfolio Planner Expanded While I hope to have the following article published on Seeking Alpha, I am permitted to make it available to Platinum readers since it is not readily available free on the Internet.  Here is the article as I submitted it to SA.  Platinum members have see this expansion of the QPP analysis before, but I don't recall ever posting both extremes so … [Read More...]

400 Level

Basic Portfolio Information

The ITA blog was down most of the day due to a backup file causing the server to close down.  That file was removed and the blog is again functioning.  Platinum members will find my most recent post using the link provided below. … [Read More...]

What Sector ETFs, If Any, To Include In Portfolio?

Certain ETFs are automatically included as potential candidates for inclusion when constructing a portfolio.  A few of the very basic ETFs are:  VTI, VEU, VWO, VNQ, RWX, BND, etc.  There are many more, but you get the idea.  Sector ETFs are not automatically included in the basic building blocks and that is why I periodically run a ranking of the sector ETFs to see if any should be included as … [Read More...]