100 Level

What Are Your Biggest Investment Questions?

Whether you are a seasoned or beginning investor, there are bound to be investment questions.  What are the two or three major ones that come to mind?  Here are a few to get readers thinking. I simply don't know where to begin. What is asset allocation and why is it considered important? What is an index fund and how does it differ from a mutual fund?  Is there any … [Read More...]

Dinner Music: Romantic Saxophone Quintet

If you are looking for soft saxophone dinner music, this inexpensive CD is one for serious consideration.  I'm using several cuts in a few slide shows, one of a new wedding and another of a 50th wedding anniversary.  This music spans the ages.  Several of my favorites are:  Killing Me Softly with His Song, The First Time Ever I Saw Your Face, and Endless Love. There are no lyrics to distract so … [Read More...]

300 Level

Euclid Portfolio Update: 14 February 2013

Happy Valentine Day In addition to this being Valentine's Day, it happens to be the fifty birthday of ITA Wealth Management.  And why do you not find five years of archived blog posts available?  It so happens that the server where my blog was housed was hacked several years ago by someone in Sweden and the material could not be recovered.  In fact I needed to start over twice.  I now have the … [Read More...]

How Are Your Stocks Doing?

Using Morningstar and Yahoo-Finance to compare stocks and ETF performance. Here is an exercise that will prove informative to investors who construct portfolios using stocks. Follow these instructions. Make up a list of the stocks in your portfolio. Go to Morningstar and determine which asset class or style box each stock occupies. Type PAYX in the Quotes option and then scroll down the … [Read More...]

200 Level

Updating the Basic Portfolio

Here is the latest data on a basic portfolio for investors about to launch a new portfolio.  The shares for this $100,000 portfolio present an example and each investor needs to make their own decisions.  Some portfolio tweaking will be suggested below when we take a look at the Buy-Hold-Sell Recommendation table. ETF Ranking:  While this is a basic list of ETFs, there will still be some … [Read More...]

“New Normal” Portfolio With Risk Reduction Allocation Plan

Following up on the risk adjusted Ten ETF Portfolio analyzed yesterday, what does the "New Normal" group of stocks and ETFs look like when the same risk management algorithm is applied.  In this analysis I was able to stretch the historical period out over five-years.  The percentage allocated to the different stocks and ETFs look reasonable when the low variance BND ETF is not … [Read More...]

400 Level

Efficient Frontier: A Brief Explanation

In preparation for a fresh design of this blog I asked for suggestions how to improve the "look and feel" of ITA Wealth Management.  Several suggestions focused on the need for further explanation of some of the technical aspects of investing.  Before going too technical, keep in mind that as investors, we continually ask the question - "What portfolio will produce the most return for the least … [Read More...]

Bullish Percent Indicators Update: 12 April 2013

Few changes occurred in the Bullish Percent Indicators over the past week.  Some increases in values were noted, but no shifts between the offensive and defensive teams.  For the benefit of new members, this weekly update is what we use to gauge the overall condition of the U.S. Equities market. The following material is not available for publication elsewhere on the Internet. … [Read More...]