100 Level

Kiva Loans Making a Difference

Long time ITA Platinum members know that a significant percentage of the profits from this blog are donated to help the less fortunate.  Search for MEDA or MEDA Trust on this blog for more information.  Since MEDA Trust shut down last March, I switched my giving over to Kiva where 28 loans are active.  I think two of those loans are now paid off so 26 are active, including four more that were … [Read More...]

ITA Wealth Management: An Investment Blog For Serious Investors

ITA Wealth Management is a blog that espouses the virtues of saving, living a modest life-style, index investing, asset allocation, value loading, and portfolio rebalancing.  Readers coming to this blog understand the importance of saving and living a modest life-style.  If not, search for "The Golden Rule of Investing."  Index investing, particularly when it comes to … [Read More...]

300 Level

Kepler Portfolio Update: 16 January 2012

As indicated in the middle footer of the Home page, the Kepler is one of three portfolios up for review this week.  The following update includes the Dashboard and the performance data as of last Friday.  The Kepler asset allocation is typical of portfolios tracked here at ITA Wealth Management.  All seventeen (17) asset classes are utilized and this includes breaking the U.S. … [Read More...]

New Normal Portfolio Update

It has been several months since I last updated the "New Normal" portfolio so I am unsure as to whether this portfolio still contains the ETFs listed in the following QPP analysis.  Regardless, there are a number of positive possibilities in this portfolio as it is designed for bear market protection. This material is not available for publication elsewhere on the Internet. … [Read More...]

200 Level

Asset Allocation: The Basic 17 Asset Classes

Much is made of the importance of asset allocation here at ITA Wealth Management.  Not all portfolios tracked on this blog use the seventeen asset classes, but we want to list the stable of assets we draw from depending on the size of the portfolio and goals of the investor.  Cash is included as one of the 17 in the data table shown below. Below the title row we have the three cap sizes ranging … [Read More...]

A Challenge to Active Management

Active vs. Passive Management Scores of papers and blogs have been written about the merits of passive vs. active management.  I've contributed my share and here is one of my earlier posts.  Readers will find more articles by moving over to the right sidebar and looking up Passive vs. Active blogs.  There are over 25 posts on this subject. When you read about active management outperforming … [Read More...]

400 Level

Madison Portfolio Update: ITA Risk Reduction Model

This weekend was examination time for the Madison Portfolio, one of the ITA Risk Reduction model candidates.  Below is the Dashboard from the TLT Spreadsheet as of the market close on 2/17/2012. … [Read More...]

Two Bullish Percent Indicators Hand Ball To The Offense

Upward movement in the broad markets brought about a ball exchange in two of the six indexes.  Platinum members have access to the table below.  … [Read More...]