100 Level

QPP View of Twenty ETFs

Here is a QPP view of the twenty ETFs mentioned in the prior blog post.  I'll likely optimize these ETFs later.   … [Read More...]

Are You Warren Buffett or Charlie Steadman?*

For every Warren Buffet there are a hundred Charlie Steadman's.  While nearly every investor has heard of Buffett, few remember Charlie Steadman. Is there a reason for this short memory? “Until he died at age 83 in 1997, Charlie Steadman burned through investors’ assets at a rate unseen in the fund business since the Great Depression–and, we hope, never to be seen … [Read More...]

300 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...]

Portfolioist Portfolio: Looking For Additional Diversification

Before digging into the following Quantext Portfolio Planner (QPP) analysis too deeply, read Geoff Considine's articles on portfolio diversification.  The first article lays out the basic logic for diversification and the second article goes into more details.  In the following analysis, I take the portfolio and run it through the QPP wringer to see what projections are in store for … [Read More...]

200 Level

Portfolio Performance Data: 18 November 2011

The following data table speaks to what ITA Wealth Management is all about.  The performance of the 21 portfolios comes from live and operating portfolios.  None are virtual or fictitious portfolios.  Platinum members have access to all the transactions for eight (8) of the portfolios tracked using the TLH Spreadsheet. These portfolios belong to a variety of individuals and I have … [Read More...]

“Holy Grail” Portfolio: A Revised Look

QPP Analysis of "Holy Grail" Portfolio While I hope to have the focus of this blog post show up on Seeking Alpha, here is an advanced look at what I've been working on for Platinum members. This is quite a strong portfolio based on QPP analysis. Platinum membership is available for $5.00 per month.  Help provide capital for individuals starting their own business in developing … [Read More...]

400 Level

Bullish Percent Indicators for 4 January 2013

Both sector and index databases made gains this last week with exception of the Dow Jones Industrial Average.  The overall gains are what one might expect after the market took off on January 2nd.  Below is the data for Platinum members. … [Read More...]

Risk Reduction With Maxwell Portfolio

Bringing Maxwell on to New Schedule Using the new examination schedule, the Maxwell Portfolio will undergo a look at market close to see if any changes need to be made in the ETFs that make up this portfolio.  Since I went through this process at the end of December I don't anticipate any changes.  The purpose of this post is to bring the Maxwell into the new examination … [Read More...]