100 Level

Coming Investment Attractions

Now that I am back from vacation, what can you look forward to on this blog, ITA Wealth Management? Expect to see more of the admonitions to save, diversify, and monitor. The basic rules of investing are not going to change. Here are some specifics to anticipate. 1. Updating of all portfolios. 2. Special attention to the building of the Kenilworth Portfolio. 3. Updated "Creme List" of … [Read More...]

My Portfolio Is Performing Great. Really? How Do You Know?

One comment I frequently hear when folks talk about investments is the following. "My portfolio is performing great." This statement conjures up questions I rarely ask as it tends to put the investor on the spot. Here are a few question that run through my mind. Performing great with respect to what? When was the portfolio launched? Is the portfolio return calculated by an acceptable … [Read More...]

300 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...]

“Creme List” for 12 August 2011

Earlier today I thought I might need to scrap the "Creme List" or at least replace it with a different set of screens and evaluation tools as one of the key databases went through some revisions.  Fortunately, not only did I find the data I needed, but I found new useful information that I coded into my "Watch List" spreadsheet.  Information such as the Financial … [Read More...]

200 Level

Asset Allocation: How Important Today?

Asset Allocation Due to a recent Ibbotson study (Unfortunately, this article now requires one to register.) asset allocation is not the investment elixir today it was thought to be in the late 1980s and 1990s. Nevertheless, it remains the best method for constructing portfolios if the goal is to outperform a broad market benchmark index such as the VTSMX or ITA Index* while reducing portfolio … [Read More...]

Bright Light To Shine On Fees Charged Against Retirement Plans

The first phase (annual expenses) of revealing the fees accessed against 401(k) retirement plans will go into effect by the end of this month.  If you think the financial community is not clipping a significant percentage off your potential earnings, think again.  According to an AARP study released last year, 71% of retirement plan participants think they pay no fees to participate in a … [Read More...]

400 Level

“Delta Factor” Plus “Conservative Delta Index”

Platinum members, here is the extended screen shot that includes another column of information. Platinum membership available for $5.00 per month. … [Read More...]

Maxwell Portfolio Examination: 5 May 2012

Tomorrow, May 6th, is the official day to update the Maxwell, but nothing is going to happen over the weekend so here is the May review of this portfolio.  Platinum readers know that the Maxwell is one of the five model portfolios for the ITA Risk Reduction experiment.  Below is the current Dashboard for the Maxwell. … [Read More...]