100 Level

Photodex Photo Shows

As a break from investing, if interested, take a look at some of my photo shows over at http://www.photodex.com.  One of my favorite shows is the one featuring Utah National Parks.    Here are the instructions for viewing my slide shows on the Internet at the Photodex site. These shows will not work on a Mac as Photodex does not provide a Mac viewer. 1.  Go to … [Read More...]

Momentum-Optimization Model

If you have not checked into ITA for several weeks, you are missing critical information and I hope you will carefully read this blog post as this marks a revision of the ITA Risk Reduction Model.  While I will not take the time to explain every detail in one blog post, readers will see the Optimization-Momentum Model in action over the next weeks and months.  Over time I want to demonstrate how … [Read More...]

300 Level

Walking Investors Through Kepler Update

We begin the review of Kepler by examining the Dashboard.  The Dashboard is one of the critical worksheets found inside the TLH Spreadsheet, our portfolio tracking software program.  Several asset classes are out of balance and we will begin to make adjustments based on information found later in this blog post. Kepler Dashboard:  Depending of the optimization that is to follow, I expect to see … [Read More...]

Einstein Portfolio Review

Since the last update 33 days ago, shares of VWO, EMB, DBC, and GTU were sold and shares of VOE and VTI were purchased.  The Hoadley Optimizer recommended eliminating EMB, DBC, and GTU and we still need more shares of VOE in the portfolio. Einstein Dashboard:  Due to some action this past month, this Dashboard looks a little bloody.  I'll be readjusting the Strategic Asset Allocation plan to … [Read More...]

200 Level

Super Smart Portfolios from Solin

Daniel Solin, in his "Smartest Portfolios" book, recommends these nine index funds or ETFs when putting together smart portfolios.  While my preference is to use ETFs instead of index mutual funds, here are his recommendations. … [Read More...]

Harry Browne’s Permanent Portfolio

Risk-Parity Look at Permanent Portfolio Much is written about Harry Browne's Permanent Portfolio, particularly since it held up well during the "Black Swan" markets of the early 21st century.  Below is a look at the equal allocation plan as advocated by Browne, and a Risk-Parity examination of the same four asset classes.  Both the equal allocation and Risk-Parity … [Read More...]

400 Level

Potential Risk Reduction Moves For Einstein Portfolio Analysis

As a precursor to the review for the Einstein Portfolio due tomorrow, what moves, if any, are likely.  Keep in mind that the Einstein is not one of the five portfolios in the ITA Risk Reduction model experiment.  Nevertheless, we don't want to stand by and lose capital. … [Read More...]

Delta Factor: Second Draft

Below is the second draft of additional Delta Factor calculations.  As one can see from this table, the trends or signals arrive early.  I'm still not satisfied with the algorithm used to generate the Buy, Hold, and Sell signals for these ETFs. Note the dramatic shift between 9/15/2008 and 10/15/2008.  When I see something like this I recheck my figures. … [Read More...]