100 Level

Nine Essential Investing Suggestions

Suggestions for the Astute Investor Repetition is the mother of all learning. Whether you are a new ITA Wealth Management reader or a long-term follower, there are investing basic that just don't change, and here are a few. 1.  Follow "The Golden Rule of Investing" which is to save as much as you can as early as you can. Check out the Goofus vs. Gallant material. 2.  … [Read More...]

Conservative Portfolio

Yesterday, a user of the Quantext Portfolio Planner posted a conservative portfolio made up of some core ETFs and a number of individual stocks. Using slightly different assumptions, the Portfolio Report is shown below and further down the page is the "Delta" worksheet, something I have not posted for weeks. While the projected Return/Risk ratio is low (6.76/8.71), one is not going to … [Read More...]

300 Level

Delta Factor After 400 Point Drop

ITA Wealth Management readers likely want to know what the Delta and Delta Factor projections are indicating after the 400 point drop yesterday.  The buying trend has started, although we still could be early in the cycle.  The reason I think we may be early is that it is not unusual for the Delta Factor to make projections a few months early.  Two time ranges are shown in the … [Read More...]

Portfolio of Actively Managed Mutual Funds

The following Quantext Portfolio Analysis contains actively managed mutual funds and the portfolio is designed for a 40-50 year old investor.  Keep in mind a few assumptions and expectations.  1) In this analysis the S&P 500 is assumed to grow at 7.0% over the next few years.  2) When putting together an array of securities we expect the projection will exceed 7.0% by 100 basis points.  3) The … [Read More...]

200 Level

Can Your Portfolio Survive The Next Bear Market?

The following SORDEX analysis is a variation of the material presented in the "Will I Run Out of Money?" blog.  Once more, I will use the 12-ETF Portfolio as the retirement portfolio.  As review, SORDEX is an acronym for Sequence-of-Returns Downside Exposure. Translated for T. C. PITS, it is a way to run several Monte Carlo calculations and see if you are likely to run out of … [Read More...]

Portfolio Performance: Week of July 29

Portfolio Performance Data Table Below is the portfolio performance data table for this past week.  While every portfolio lost ground on an absolute scale, nearly all gained on the two benchmarks.  Losses were expected in light of the market action this week.  Of the eight portfolio available to Platinum members, only the Einstein did not gain ground on the ITA Index … [Read More...]

400 Level

“Delta Factor” for International Equities

International ETFs Analyzed Seeking Alpha published this article on MIST, the new group of international markets that are poised to perform well according to the article.  What are the projections based on a "Delta Factor" analysis?  The results are shown in the following table. … [Read More...]

Bullish Percent Indexes: 10 May 2013

BPI Index:  We experienced another good market for U.S. Equities and the following Bullish Percent Index data is testament to this fact.  The NYSE turned positive leaving only the NASDAQ in the hands of the defensive team.  With so many of the broad indexes in the over-bought zone (>70%) it is only a matter of time before we see some sort of draw-down.  This could take a few weeks, but it will … [Read More...]