100 Level

Where Is The Market?

Without going into a lot of explanation, contemplate the following graphs.  This graph is a composite of the stocks on the New York Stock Exchange. Platinum membership is available for a mere $5.00 per month.  Learn how to reduce portfolio risk. … [Read More...]

Anne Murray: CD Recommendation for November

One of my favorite female singers is Anne Murray as she has one of the most melodious and easy to listen to alto voices.  Of the many CD she has recorded, I'll begin with Croonin'.  Perhaps I will list other favorites in the future.  If you are not familiar with Murray, this is a great CD to use as a starter. Here is one positive review from an Amazon viewer. "I've been a fan of Anne Murray … [Read More...]

300 Level

Newton Portfolio Review

While the Newton is not one of the original ITA Risk Reduction portfolios, I'm planning on moving to the Momentum-Optimization Model with this portfolio as the enhancement of the ITARR model seems to be working well with other portfolios. The following information is not available for publication elsewhere on the Internet. Efficient Frontier:  As the Newton is currently constructed the … [Read More...]

“Creme List” for 8 July 2011

Twenty-five companies made the elite list this week, the largest number in recent memory.  No new companies cracked the "Creme List" and only one was cut from the list. For new readers, note that the "Creme List" comes from a very old tradition that goes back beyond the creation of ITA Wealth Management.  While I've moved through my stock picking days, I now … [Read More...]

200 Level

Asset Allocation: Selecting A Plan

In response to questions that continue to emerge from readers regarding asset allocation breakdowns for various portfolios, I put together the following data table.  The first thing I did was to select seventeen (17) commission free (free to TDAmeritrade clients) ETFs that can be used to populate all the asset classes one might need to put together a portfolio.  If a user so desired, the … [Read More...]

Which Family of ETFs Should I Use?

Question sixteen (16) in this blog entry asked the following question.  "If one prefers Vanguard ETFs, but one's investment service company does not offer commission-free Vanguard ETFs, then is the best option to choose equivalent commission free ETFs that are offered (iShares)?"  Yes, is my answer, and others can chime in with your ideas. Vanguard, Barclay Global … [Read More...]

400 Level

Sample Portfolio For Fidelity Clients

The following portfolio represents a sample of commission free ETFs available through Fidelity.  The efficient frontier shows an asset allocation plan that is so close to an optimized portfolio that the diamond and red dots are no different on the graph. Efficient Frontier:  The indicator for the optimum portfolio lies behind the diamond dot.  The Return/Risk ratio is just a bit over 0.5, quite … [Read More...]

Launching a New Portfolio and Initializing ITA Index

Platinum readers know about the funding of the new ITA-RR portfolio. Since tomorrow is the last business day of the month (December) I will take a careful look at the price points for VTI, IWN, VEU, VWO, VNQ, RWX, and IGE and compare them with their respective 195-Day EMAs.  If nothing were to change tomorrow, on January 3, 2012, I will take out a full position in VTI, IWN, and VNQ.  … [Read More...]