100 Level

What Are Your Biggest Investment Questions?

Whether you are a seasoned or beginning investor, there are bound to be investment questions.  What are the two or three major ones that come to mind?  Here are a few to get readers thinking. I simply don't know where to begin. What is asset allocation and why is it considered important? What is an index fund and how does it differ from a mutual fund?  Is there any … [Read More...]

Keep It Simple: And I Mean Really Simple

Yesterday I was discussing Hedrick Smith's new book, Who Stole the American Dream, with a relative and we talked about how ill prepared Americans are for retirement.  Part of the discussion focused on some new information where I learned a group of workers in a well-known institution had an average of $50,000 saved in their 401-k plans.  Can you imagine going into retirement with so little saved?  … [Read More...]

300 Level

“Creme List” for 28 January 2011

We have a new leader to the "Creme List" this week and one stock is attractively, something that has not happened for weeks.  No companies were added or deleted from the list.  Examine the list below and keep in mind that this is a list of interesting companies.  No buy or sell recommendations come with this list of stocks.   … [Read More...]

Gauss Portfolio Update: 29 May 2012

With the market rebounding, portfolios such as the Gauss are taking a relative hit as we are on the sidelines with a number of asset classes.  In today's market we want to be fully invested in equities, particularly international equities.  I did manage to sell shares of VWO near the high of the day, so that is a plus.  The reason for selling is that VWO is still well below its … [Read More...]

200 Level

Portfolio Performance: 21 January 2012

This was a good week for most of the portfolios.  Not only did we see absolute gains, but relative improvement as well.  The majority of the portfolios gained a little ground on either the ITA Index, the VTSMX benchmark, or one of the three uncertainty measurements. The exaggerated figures related to Gauss are to be expected as this is a young portfolio.  Annualized calculations … [Read More...]

Risk-Parity: Is This Portfolio For You?

A Close Look At A Risk-Parity Portfolio* The idea of risk-parity has been around for a number of years, if not by name, certainly by concept.  Risk-Parity is an alternative method of constructing portfolios.  Instead of building a portfolio around allocation of capital the portfolio is emphasis is placed on allocation of risk.  All eleven portfolios tracked here at ITA Wealth … [Read More...]

400 Level

Risk-Parity: Is This Portfolio For You?

A Close Look At A Risk-Parity Portfolio* The idea of risk-parity has been around for a number of years, if not by name, certainly by concept.  Risk-Parity is an alternative method of constructing portfolios.  Instead of building a portfolio around allocation of capital the portfolio is emphasis is placed on allocation of risk.  All eleven portfolios tracked here at ITA Wealth … [Read More...]

Bullish Percent Indicators: 14 September 2012

What a great week for investors!  The Bullish Percent Indicators reflect the strong market, as one might expect.  The question now facing us is, how do we protect profits and can we look forward to a 10% correction?  The negative can wait.  Let's enjoy the week and focus on the positive results. … [Read More...]