100 Level

“Swensen Six” Series Coming

Be sure to link to http://itawealth.com this coming week to read the three-part series on the "Swensen Six" portfolio.  To get you started on what the "Swensen Six" is all about, check out these three … [Read More...]

Maxwell Portfolio Review: 1 November 2012

Since the last Maxwell review, share of VB were sold to bring Small-Cap Blend back into balance.  Shares of VO and VNQ were added in a rebalancing effort.  Now all asset classes are in balance with exception of Cash and some of that excess will be used to pick up additional shares of VWO. Since the Maxwell is one of the ITA Risk Reduction model portfolios, special attention now focuses on … [Read More...]

300 Level

Recent Piotroski Stocks

Platinum members following the Gauss Portfolio are aware that I have been adding "Piotroski Stocks" to this portfolio if any met all nine standards.  The stock is then held so long is it maintains a ranking of seven or higher.  The two stocks recently added to the Gauss were CRAI and PFIN.  Currently, only CRAI should be in the portfolio as it still carries a ranking of nine (9).  PFIN dropped … [Read More...]

Feynman Portfolio Study: Part 5

In Part 5 of the Feynman Portfolio Study I describe a method of "ranking" the assets in the Feynman Portfolio Asset List based on "Momentum". This results in a measure of  the "Relative Strength" of each asset. Platinum members and regular readers of this Blog will be familiar with the spreadsheets used in the analysis since Lowell uses them regularly. Top "ranked" assets are then chosen for … [Read More...]

200 Level

Annuities: Are They For You?

To read this article over on Seeking Alpha, go to this site.  There are links available you will not find in the posting below. … [Read More...]

Using the Delta Indicator

Quantext Portfolio Planner Expanded While I hope to have the following article published on Seeking Alpha, I am permitted to make it available to Platinum readers since it is not readily available free on the Internet.  Here is the article as I submitted it to SA.  Platinum members have see this expansion of the QPP analysis before, but I don't recall ever posting both extremes so … [Read More...]

400 Level

Using the Delta Indicator

Quantext Portfolio Planner Expanded While I hope to have the following article published on Seeking Alpha, I am permitted to make it available to Platinum readers since it is not readily available free on the Internet.  Here is the article as I submitted it to SA.  Platinum members have see this expansion of the QPP analysis before, but I don't recall ever posting both extremes so … [Read More...]

Rethinking the ITA Risk Reduction Model

In late October of 2011 the ITA Risk Reduction model was introduced.  ITARR is a modification of a timing model I used as far back as the early 1980s and more recently patterned after the Faber - Richardson model explained in detail in the Ivy Portfolio book.  ITA readers unfamiliar with the risk reduction model will find it through links or searches on this blog.  It is worth a review or an … [Read More...]