100 Level

Another Six Asset Class Portfolio

Photograph: Grill of a Delahaye sedan photographed at the Mullins Automotive Museum in Oxnard, CA The screen shot below shows the analysis of a six asset class portfolio.  TLT, BSV, HYG, and TIP ETFs all fall into the bond/income asset class leaving VTI, VEU, VWO, VNQ, and DBC to represent individual asset classes. While this portfolio is superior to many recently posted, it still falls … [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

Constructing a Simple Seven ETF Portfolio

Looking for a conservative portfolio with reasonable QPP values?  Check out the following asset allocation plan that includes 40% allocated to bonds and income with an added bent toward value as advocated by Fama & French.  This portfolio covers the global market, both in equities and REITs.  The EFV ETF skews the portfolio toward the value side. … [Read More...]

Examining Equity Markets Using the “Delta Factor”

Read this article as it supports the findings of the "Delta Factor" probability projections shown below.  To learn more about the Gordon Equation, search that term on this blog. Which equity ETFs have the greatest probability of doing well over the next six to twelve months?  The following analysis looks at both a three- and five-year history of a variety of equity ETFs.  … [Read More...]

200 Level

Portfolio Performance: 18 February 2011

  ITA Wealth Management readers will find the February 18 portfolio performance data table below. Since the last update, the Curie, Newton, Schrodinger, Einstein, Bohr, and Maxwell gained ground on either the VTSMX or ITA Index benchmarks.  Several of these portfolios also showed an increase in the Sortino or Retirement Ratios.  When this occurs, it is a significant positive … [Read More...]

Goal Setting

What are your retirement investment goals?  Do you even think about setting goals?  Would this statement fit your situation? "I really would like to be able to pay for my children's education, retire, and enjoy my retirement."  While this statement covers a broad range of expectations, it is not specific.  Over what time frame do you intend to cover or reach these … [Read More...]

400 Level

Bullish Percent Indicators Show A Stronger Market

Regardless how one might perceive the market this past week, the Bullish Percent Indicators are telling us the overall market is stronger. Major indexes:  The S&P 500 turned the ball over to the offensive team.  More large-cap stocks are showing up with positive bullish point and figure graphs.  The only index not on the offensive is the NASDAQ 100.  Keep in mind that I am … [Read More...]

Bullish Percent Indicators for Market and Sectors Through 10 August 2012

Most broad market and sectors improved or remained static this last week.  All the major markets listed in the following screen shot maintained offensive control of the ball. Platinum membership is available for $5.00 per month. … [Read More...]