100 Level

Harvest Tax Losses

With Halloween on the horizon, now is the time to go through taxable accounts and identify investments that are below the average purchase price.  While I would not pay attention to stocks, mutual funds, or ETFs that are losing a few hundred dollars, concentrate on the larger losers and take advantage of tax losses.  If you are holding ETFs, and do not want to remain out of the market, … [Read More...]

Five Investing Tips to Launch a Successful Retirement Program

Five money hints below will put you on the road to financial success. Follow "The Golden Rule of Investing." Save as much as you can as early as you can. Live below your means.  Learn self-discipline and stop spending on trivial material goods. Avoid Credit Card debt as it will kill your chances of success. Invest in index funds or index ETFs.  Many … [Read More...]

300 Level

Latest ETF Rankings

Anyone updating their portfolio tomorrow can make use of the latest ETF rankings.  Concentrate on ETFs that are outperforming the SHY or even SHY and VTI. … [Read More...]

Charles Ellis: Revisit Loser’s Game of Stock Picking

Let's revisit* Charles D. Ellis' 1995 paper, "The Loser's Game," where he describes his Break-Even Return (BER) equation. Here is a review of this equation. * I checked the readership of this blog and only nine readers picked up this information.  That is too few so I am bringing this material forward in hopes more folks will walk through the math to see the importance of cost when operating a … [Read More...]

200 Level

Should You Attempt To Pick Individual Stocks?

Should you be involved in selecting individual stocks or is this activity best left to other investors?  Two recent Seeking Alpha articles appeared on this subject and the links are provided below. "Five Ways You Can Excel at Picking Stocks" "Should Stock Picking Be Mostly Left To Professionals" When I read these articles, I was quickly reminded of an article I posted … [Read More...]

Retirement Planning Web Sites

Below are links to three sites that will aid you in planning for retirement.  These resources come from Vanguard, The Motley Fool, and Fidelity. Here at ITA Wealth Management, we also have a retirement planner, but we require more information than the three sites referenced below. Here are the three references. 1. Vanguard site can be found here. 2. The Motley Fools site can be found at … [Read More...]

400 Level

Euclid ITA Risk Reduction Update

This was the weekend for the Euclid examination.  Here is a report of what happened.  First, take a look at the current Dashboard for this portfolio shown below.. … [Read More...]

Equity “Delta Factor” Projections

The following screen shot shows the "Delta Factor" projections for twenty ETFs, many found in most of the ITA Portfolios.  These are equity ETFs as I did not include any bond or treasury ETFs in this analysis.  When one sees a yellow background in the Delta column, that is a semi-positive signal.  The best signal would to see a green background.  There are none at … [Read More...]