100 Level

Sample Stock Oriented Portfolio: A QPP Analysis

The following portfolio was submitted by a Platinum member for analysis.  The first look is a Quantext Portfolio Planner (QPP) analysis of the holdings.  This is not the exact portfolio as I use IEF as a cash equivalent.  The portfolio actually holds a number of annuities so the yield is likely higher than the 2.64% shown in this analysis. QPP Analysis of Sample Portfolio:  MPC does not have a … [Read More...]

Setting Buy Limit Order

Within a TDAmeritrade account, how does one set a limit order to buy shares of an ETF?  The following video clip explains the process.  It is quite easy.  Just log on to your account and walk through the following steps.  As mentioned in the video/audio clip, I rarely set orders of any type outside NYSE business hours as the bid-ask spread all too frequently expands in after … [Read More...]

300 Level

Asset Allocation: Why Select This Mix of ETFs?

Gauss is the newest portfolio launched (12/27/2011) here at ITA Wealth Management.  While the annualized performance is a respectable 25%, it still lags both the VTSMX and ITA Index benchmarks as it took time to populate all fifteen equity and bond asset classes.  The broad market was in a positive mood during the launch phase and as a result, the portfolio fell behind the … [Read More...]

Momentum-Optimization Analysis of Aggressive Portfolio

This blog post is a follow-up analysis of the QPP analysis published less than two hours ago.  What I've done is to take the same set of ETFs, but this time I optimized the portfolio to come up with a different strategic asset allocation plan. Efficient Frontier:  The current portfolio (diamond dot) lands smack on top of the optimized portfolio or so close one can barely (blue dot) distinguish … [Read More...]

200 Level

Piotroski Style Portfolio

Is there any interest in tracking the following portfolio based on the following QPP analysis?  If so, let me know as I might be able to begin tracking such a portfolio.  Let me explain how it would function. The following material is not available for publication elsewhere on the Internet. … [Read More...]

Portfolio Performance: October 21, 2011

Portfolio Performance Data Table Finally - this was a better week for the broad equity markets.  Once more, large-cap U.S. stocks outperformed the international equities, but overall, most of the portfolios tracked here at ITA Wealth Management moved ahead. Platinum membership is available for $5.00 per month.  Check out all that is available. … [Read More...]

400 Level

March Examination of the Madison Portfolio

The 24th of each month is the day to examine the Madison Portfolio so I will use closing prices on the business day closest to that date.  Below is the Dashboard (extracted from the TLH Spreadsheet) for the Madison. … [Read More...]

Bullish Percent Index: 31 May 2013

As expected, many of the numerical values for the various indexes and sectors dipped in the percentage of bullish Point and Figure graphs this week.  However, there were very few changes between the offensive and defensive teams as the dips were insufficient to cause a switch in sides from X's to O's.  The following two tables explain what I mean. This information is not for publication … [Read More...]