100 Level

Sample Portfolio of 40 Stocks

The following list of forty (40) stocks was suggested by a reader for Quantext Portfolio Planner (QPP) analysis.  Long time readers of ITA know that QPP is a software program developed by Geoff Considine, author of a blog, The Portfolioist. QPP Analysis:  The following list of 40 stocks results in a well-diversified portfolio as indicated by the Diversification Metric.  Anything over 40% is … [Read More...]

Developing a Portfolio Plan

Basic Suggestions in Portfolio Development* In the beginning stages of setting up a portfolio plan, there are a few essential decisions investors make. Here are a few hints to consider. Follow "The Golden Rule of Investing." Save as much as you can as early as you can. Develop a savings plan as there is no avoiding this step. Live below your means.  Learn … [Read More...]

300 Level

Newton Portfolio Update

Many changes occurred in the Newton Portfolio this week.  I sold down a number of positions, some for re-balancing purposes and others are tactical (TAA) in nature.  I need to preserve capital.  I saved several thousand dollars by this move, but I will not know if this was wise until the portfolio is back in balance.  The problem with any Tactical Asset Allocation move is that … [Read More...]

Four ETFs Plus Two Stocks Create a Winning Combination

Instead of calling this the "Holy Cow" portfolio, I'll refer to it as the "Basic Four" from now on. Below is the first iteration of the four ETFs using in last Friday's QPP analysis.  This is one of ITA Wealth Management's top projected portfolios so far, and we are not finished looking for winning combinations. The following material is reserved for Platinum … [Read More...]

200 Level

How Does A Beginning Investor Use The ITARR Model?

When one has been saving and investing as long as I have, it is easy to forget many of the initial steps necessary to launch and manage a portfolio.  In this blog post, I will attempt to fill in a few gaps, and even with this effort, I will most likely miss something.  That is why I appreciate questions.  I am using the Gauss Portfolio as my model for several reasons.  1) It is … [Read More...]

Portfolio Performance: 30 September 2011

Third Quarter Portfolio Performance Results* Finally - the bum third quarter is finished.  Done and over!  Every portfolio gave some ground to the Internal Rate of Return (IRR) calculation.  Rare is the portfolio that performed well during the recent volatile market.  In the table below, the figures are a little lower than the actual values as I have yet to enter any third … [Read More...]

400 Level

Coming Soon: New Test Portfolio

This week I plan to set up a new test portfolio that will be of interest to Platinum readers.  The portfolio is based on the ITA Risk Reduction model described in prior posts.  This portfolio will begin with a deposit of $10,000 and the Strategic Asset Allocation plan will look like the following screen shot. … [Read More...]

Bullish Percent Indicator Update

A stronger market this past week resulted in the Bullish Percent Indicator improving for several indexes.  However, our primary BPI, the NYSE, continued to decline.  The data is presented in the following table.  Note that the NASDAQ 100 shifted the ball from defense to offense.  It will be interesting to see if technology leads the U.S. market out of this mini-bear … [Read More...]