100 Level

ETFs As Market Predictors

While our focus is on the long-term rather than market timing, it still makes sense to pay attention to market action.  This article is one I thought readers would find interesting.  In addition to following RSP and IYT, I recommend Platinum members also track VTI, Vanguard's total U.S. equities market and VT, Vanguard's Total World equities market. … [Read More...]

Defensive Portfolio

One Platinum member located a post I wrote back on October 9, 2010, only the QPP analysis was missing.  What I wrote is the following. This morning I set out to create a portfolio where the projected annual return exceeds 8%, the projected risk is below 13%, and the Diversification Metric exceeds 40%. In addition, I wanted the Return/Risk ratio to be greater than 0.60. The following screen shot … [Read More...]

300 Level

Ivy-3: Twenty ETF Portfolio

  Twenty ETF Portfolio Before readers become too excited over the Return/Risk ratio of the following portfolio, please note that EWX, BWX, and IGF have short records.  This means we do not have three years of data for these ETFs, and when this happens the projected risk or standard deviation percentage value is lower than it would be were we to have complete records. With that … [Read More...]

Delta Factor Results From Recommended Stocks

Adding a few recommended stocks to the "Mad Money" group, plus a few more, and Platinum members have the beginnings of some interesting companies.  No recommendations are implied.  I have room for another 15 to 17 before I need to create another list.  ROIC does not have the requisite history, so take that into consideration.  For this QPP analysis I used a 57-month … [Read More...]

200 Level

Portfolio Performance: 12/3

Below is the first draft of the 12/3/2010 portfolio performance. First draft in that not all the November or December dividends are included for all the portfolios. Most of the portfolios are hanging on to leads over the VTSMX. Perhaps of more importance are the positive values showing up for the Sortino and Retirement Ratios.   [Table=49] * Insufficient data. Platinum memberships are … [Read More...]

Optimized Mosaic Portfolio

While the following portfolio is not exactly one of the eleven portfolios tracked here at ITA Wealth Management, there are many similar ingredients.  To create this portfolio I selected 26 ETFs that are frequently part of at least one ITA portfolio.  Familiar ETFs such as VTI, VEU, VWO, DVY, VTV, IWN, VOE, VOT, VNQ, RWX, etc. are among the 26 ETFs.  Nine (9) bond ETFs were in the group, but most … [Read More...]

400 Level

Bullish Percent Indicators Continue To Show Market Weakness

Last week the Bullish Percent Indicators (BPI) began to show cracks.  This week those cracks opened up further, but not to crevasse proportions.  There was one exception within sectors as you will see below. This material is not available for publication elsewhere on the Internet. … [Read More...]

Market Conditions: Where Are We?

Technical Analysis of Broad Market In a recent article from the American Association of Individual Investors (AAII), one writer wrote the following. "I recommend that investors form a major market opinion first.  Is it a long-term bull market or bear market?  Bear markets should not deter investment, but being aware of them is important in order to determine how aggressive you … [Read More...]