100 Level

“Who Stole the American Dream?

I mentioned that I am reading Hedrick Smith's book, Who Stole the American Dream?"  Nearly 30% into the book I came across this bit of data.  "The 401(k) track record is not good.  After twenty-five years, the typical account balance was just $17,686 on January 1, 2011, according to the Employee Benefits Research Institute (EBRI), which tracks 401(k) records for twenty-two million people.  The … [Read More...]

Happy Thanksgiving

Happy Thanksgiving   ITA Wealth Management wishes all readers a peaceful Thanksgiving. … [Read More...]

300 Level

Kenilworth Update

Kenilworth Review A few shares of VTV were added to the Kenilworth Portfolio this morning in order to begin the process of pulling that asset class into balance.  Very little cash is available and that is why we are buying shares in such low quantities.  Fortunately, we no longer need to worry about commissions if we select ETFs that are among the select group from TDAmeritrade. As … [Read More...]

Abbott Laboratories (ABT): Supercharge Your ETF Portfolio

Abbott Labs is one of the stocks I used as an example of how one might supercharge a portfolio made up of non-managed index ETFs.  What is the outlook for ABT when analyzed in isolation?  Platinum members will find such an analysis below.  I am using Better Investing's Stock Selection Guide for this analysis and the data comes from the American Association of Individual Investors … [Read More...]

200 Level

Portfolio Performance – 22 October 2010

The following data table exhibits the latest portfolio performance information through October 22. Two critical measurements are found in the last two columns, the Sortino Ratio (SR) and the Retirement Ratio (RR). Of the ten portfolios tracked using the TLH spreadsheet, most showed a slight decline in the SR and RR values since last posted. Other data to pay attention to is the difference between … [Read More...]

Captool Performance Data Table

February broker statements are available and I've been working since early morning updating the portfolios tracked using Captool software.  This past month was a good one for most investors as the portfolios, in general, gained ground on the benchmarks.  I'll know more details after updating the TLH spreadsheets.  The performance data table, shown below, is available to … [Read More...]

400 Level

Top Ranking ETFs For Week of April 26, 2013

Using three-month, six-month, and volatility data, the following table ranks the top 40 ETFs we use to populate most portfolios.  Many of these ETFs are commission free securities for TDAmeritrade clients.  Pay attention to both the ranking and momentum percentage. The following material is not available for publication elsewhere on the Internet. … [Read More...]

“Delta Factor” for Sector Portfolio

What is the "Delta Factor" projecting for the eleven sectors of the market?  Based on recent analysis, the international market is over bought.  Is the same true for the U.S. Equities market? Checking out the data table below, three years of historical data indicate the same over bought condition exists for the U.S. market. … [Read More...]