100 Level

New Hosting Site

If you are reading this message you have arrived at the new hosting site for ITA Wealth Management. This site should load faster than the old site.  If this is not the case, let me know. To make sure you pick up all the blog entries, be sure to read material from December 17th through December 22nd on the old site at http://lherr.org/ita/   From today on, the latest material will … [Read More...]

Bullish Percent Indicators Take Hit

As projected for a number of weeks, the market finally took a breather and retraced this past week.  The evidence is clear when one examines the index and sector tables. Index BPIs:  We find every index below the 70% line or what we think of as an overbought condition.  While we are not rooting for the market to decline, we are well aware that it cannot maintain those lofty heights for an … [Read More...]

300 Level

TLH Spreadsheet Hint

Photograph: Colter The following video/audio clip is a small hint of how to avoid the manual update on the Holdings spreadsheet.  Users of the TLH spreadsheet will find this hint useful. … [Read More...]

Momentum-Optimization Analysis of Stock Portfolio

If you have not read the QQP analysis of this set of stocks, do so before reading this blog.  Here is the link to the Quantext Portfolio Planning analysis.  While the QPP analysis provides a probability projection of what one might expect over the next six to twelve months, the following analysis shows where the current portfolio is positioned with respect to an optimized portfolio.  In other … [Read More...]

200 Level

Fundamental Principles for Constructing a Portfolio

The "science" of portfolio construction requires numerous fundamental principles.  Long-term portfolios call for an orientation toward return or growth through proper diversification.  Growth needs to be tempered so as to handle times of recession, deflation, and inflation.  As described in the Harry Browne "Permanent Portfolio" one needs to prepare for the four stages of the market; prosperity, … [Read More...]

Low Risk Portfolio Using Dividend Oriented Stocks: Part III

Low Risk Portfolio Number Three Portfolio number three in this series of low risk asset allocations is shown below.  The percentage of funds was suggested by a Platinum member.  One of the major changes in this portfolio involves decreasing the allocation to VNQ from 7% down to 2%.  No dollars are assigned to TIP and we add a few more dividend stocks.  Since these are not … [Read More...]

400 Level

Are There Any Buys Remaining In The Equity Market?

What opportunities remain, if any, in the equities (stocks) as this market continues at a high level?  While the follow are only projections, it appears as if we are not at a market inflection point.  Nevertheless, the probability of strong growth over the next few months does not look positive. … [Read More...]

Bullish Percent Indicators For Broad Markets And Sectors

Market and Sector Bullish Percent Indicators According to the Bullish Percent Indicators, the broad markets improved this week.  Check both the broad market and sector tables shown below. Platinum membership is available for $5.00 per month.  Learn how to reduce portfolio risk. … [Read More...]