100 Level

Feynman Portfolio Study – Part 1

This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from 06/29/2007 to 06/30/2003.  The VTSMX will be used as the reference, or benchmark, for comparison of portfolio performance through each future phase of … [Read More...]

Investment Vehicles of Choice for Millionaires

Here is an article that will appeal to ITA readers. Why Millionaires Invest With Passive ETF. … [Read More...]

300 Level

“Creme List” for March 18th

Platinum members will find the current "Creme List" below.  CTSH was removed from the list as it did not make the top group anytime over the last 13 weeks.  One stock was added as I will mention below.  Look for consistency and movement up or down on the list.  Some shifting took place over the last week.  This list is only for your "Bingo" … [Read More...]

Bohr Performance Data: 19 November 2012

The only trade over the last month was to sell nearly all shares of DBC since the price moved below its 195-Day Exponential Moving Average (EMA).  While the Bohr is not one of the five ITA Risk Reduction (ITARR) model portfolios, I still applied the idea under certain circumstances.  As Platinum can see from the Dashboard below, while the asset classes are within the target limits, there are a few … [Read More...]

200 Level

Why The Preference For Index Vehicles?

Why build portfolios using index investment vehicles such as index mutual funds or non-managed index ETFs instead of selecting individual stocks? An excellent question since the majority of individuals construct their portfolios using stock selection. Stock selectors are active investors as they hold the belief that through brains, stock analysis, technical analysis, or some other art form, they … [Read More...]

Einstein Portfolio Update: 2 January 2012

The following Dashboard shows the asset allocation plan for the Einstein Portfolio.  This worksheet and the following performance slide include all dividends from 2011.  With the available cash, I expect to put all the under-target asset classes in balance within a few weeks.  I have several limit orders in place for the under-target asset classes. … [Read More...]

400 Level

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...]

ETFs As Market Predictors

While our focus is on the long-term rather than market timing, it still makes sense to pay attention to market action.  This article is one I thought readers would find interesting.  In addition to following RSP and IYT, I recommend Platinum members also track VTI, Vanguard's total U.S. equities market and VT, Vanguard's Total World equities market. … [Read More...]