100 Level

New Portfolio Study Available

ITA Wealth Management readers and subscribers who are a tad lax in keeping up with all the posts on this blog may have missed the significant beginning entries on the Feynman Portfolio Study.  To catch up just go to the right-hand sidebar and under the Categories pull-down menu, select Feynman Portfolio.  This will take you to the articles on this analysis, beginning with the first one. Do to … [Read More...]

Benchmark Requirements

What are the requirements for a proper benchmark? This issue comes up from time to time and I ran across it again in Richard Ferri's book, "The Power of Passive Investing." Here are the requirements, and I quote from his book. … [Read More...]

300 Level

Schrodinger Portfolio Update: 26 April 2012

Looking for a passive portfolio?  Look no further than the Schrodinger.  In operation since late 2000, this portfolio had only two rebalancing purchases over the past year.  Otherwise, no transactions other than cash dividend payouts.  ETFs purchased when the fund was launched are still part of the portfolio.  How is that for stability. In the following screen shot, I am … [Read More...]

X-Ray of New Normal Portfolio

From time to time I will run a QPP analysis on a current version of the "New Normal" portfolio, a defensive set of stocks and ETFs.  Below are the screen shots showing the X-Ray analysis for the NN portfolio as determined by Morningstar.  Any comments on this analysis and does this x-ray analysis show this to be a defensive portfolio?  If so, in what ways? … [Read More...]

200 Level

Portfolio Performance Data: 2 September 2011

Due to migrating the ITA Wealth Management blog from one hosting site to another, I lost the Portfolio Performance data table for last week.  In the process of updating the table this week I observed changes over a two week period instead of the normal one week interval.  All stocks made absolute gains over the last two weeks, but lost ground on a relative scale.  In other words, … [Read More...]

Rule #9: Understand Benefits of Social Security

Rule #9 is to understand the benefits of Social Security (SS).  This logic is based on the assumption SS will be operational for years to come.  To make this possible, all congress needs to do is write one line of code into law.  "Remove the cap from Social Security and do nothing else."  That will save SS for those most in need of this leg of the retirement stool.  The other legs are represented … [Read More...]

400 Level

Bullish Percent Indicators for 4 January 2013

Both sector and index databases made gains this last week with exception of the Dow Jones Industrial Average.  The overall gains are what one might expect after the market took off on January 2nd.  Below is the data for Platinum members. … [Read More...]

Sample Retirement Portfolio

The following portfolio is one suggested by a Platinum member.  The first screenshot shows the original asset allocation.  For reference, the assumed growth for the S&P 500 is 7% annually.  Should I ever forget to include this assumption, readers can check by looking at the bottom right section (gray background) to see the projected return and projected standard deviation.  The time frame is … [Read More...]