100 Level

New WebSite: http://itawealth.com

Please register on the new site using real first and last names.  Registrations that do not show up as a Guest Registration will be purged from the site.  Click on the ITA Blog tab and find the registration option on the right sidebar. http://itawealth.com … [Read More...]

Ethical Investing: The Active or Passive Approach

  The Ethical Dilemma Back on December 16th I wrote about the first of five fundamental decisions one makes to become a successful investor.  Readers of the ITA Wealth Management blog will recall the first decision is "The Do-It-Yourself Decision."  Will you manage your own money or will you hire a professional to do it for you?  Obviously, we favor the side of … [Read More...]

300 Level

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...]

Second Run of Suggested Portfolio

I mistakenly dropped two securities from a recently submitted portfolio.  Here is an update of that analysis.  Once more, I approximated the percentage of shares held in the portfolio. Efficient Frontier:  The current portfolio lies quite close to the optimized portfolio.  This suggests few changes are needed.  Nevertheless, recommendations are coming in the third screenshot. Security … [Read More...]

200 Level

Retirement Portfolio: Part Four

Part four in this series of blogs on retirement confines the portfolio to ten critical ETFs.  Before I go further, let me point out to Platinum readers that this is a new Excel™ spreadsheet that comes from Peter Hoadley of Australia.  I am new to this spreadsheet and as readers can see, I do not have the correct entries for all the "Asset Groupings." The critical ETFs are:  VTI, IWN, VEU, VWO, … [Read More...]

Retirement Planning: Closer Than You Think

Too many young folks think retirement is so far in the future it does not merit current attention.  From experience I can tell you that retirement arrives sooner than you realize, particularly if you are not properly prepared.  Once more, check out The Golden Rule of Investing.  If I want to scare myself into saving more I reread the following William Bernstein quote. "Each dollar you do not … [Read More...]

400 Level

Keeping It Simple With An Global Nine ETF Portfolio

A portfolio does not need to be complicated to be global in its structure.  Nor does it need to be all that complex to bring success to the investor.  The following portfolio is simple and stands a greater chance of success if one employs the Momentum-Optimization Model (MOM) as explained below. This material is not available for publication elsewhere on the Internet. … [Read More...]

Reviewing Buy and Sell Decisions: Using VNQ as Example

Platinum members are aware of the five (Maxwell, Euclid, Madison, Kenilworth, and Gauss) ITA Risk Reduction (ITARR) portfolios.  In an effort to reduce risk there are times when the price of the ETF runs well ahead of its 195-Day Exponential Moving Average (EMA) and we want to protect profits.  How can we do this?  Here are some suggestions and an example.  Remember, this pertains to a situation … [Read More...]