100 Level

Basic Five Asset Class Portfolio

What are the basic asset classes that belong in every portfolio?  Investors beginning the portfolio construction process would do well to include each of the following five asset classes in their portfolio.  The ETF ticker suggestions are among those I use to populate these five asset classes.  This group of ETFs provide broad coverage of the world market, although there are still a … [Read More...]

Are Taxes Too Low?

  A few years ago the Oregonian carried this interesting article where author David Sirota posits the low tax rate may be extending the Great Recession. I find it interesting that folks who will not find their tax rate change one percentage point will support lower taxes for the top tier of earners, thus having a negative impact on their own lives.  This is a classic example of the … [Read More...]

300 Level

You Can’t Manage What You Don’t Measure

While I am not positive of the source, the old business adage, "You can't manage what you don't measure," continues to hold.  Portfolio construction, measurement and management are what set ITA Wealth Management apart from other blogs.  While directing investors toward index vehicles for the core of their portfolio is an essential ingredient for successful investing, … [Read More...]

“Creme List” for August 5, 2011

Only sixteen stocks made the "Creme List" this week and we cut AMGN, SYY, and T from the list as they failed to show up in the elite group for 13 consecutive weeks.  No new stocks were added to the list this week.  Two companies are priced to "Buy" as indicated the the * adjacent to the position number. … [Read More...]

200 Level

Core ETFs Optimized for Maximum Return

To answer my own question of what ETFs are critical to most portfolios, I put together what I call the "Essential Twelve."  The plan is to cover the U.S. Equities, Emerging and Developed International Markets.  REITs, commodities, bond, and treasury instruments are included in the following analysis. The following information is not available for publication elsewhere on the Internet. … [Read More...]

Portfolio Performance Data: 4 March 2011

Photograph: Harley at the cabin in Central Oregon Platinum members will find the performance data below.  This is the first complete update since the February statements became available.  In almost every situation, the portfolios gained ground on the VTSMX index.  Quite a few showed improvement in the Sortino and Retirement Ratios, possibly the key measurement. Platinum … [Read More...]

400 Level

Bullish Percent Indicators Are Not Calling For a Panic

Regardless of the "fiscal cliff" problems, the Bullish Percent Indicators for both the broad indexes and individual sectors are not showing any signs of a panic or sell-off.  There are even pockets of strength as Platinum members will see in the following slides. The following material is not available for publication elsewhere on the Internet. … [Read More...]

StockChart Graphs for Timing Model

Platinum members following the experimental approach to improving performance of the Maxwell and Euclid portfolios will want to become familiar with the StockChart graphs we will be using for our analysis.  Below is an example of the graphs for VTI, one of the primary holdings. In the top graph, note that the current price is well below the 195-Day EMA (green line).  The price closed at … [Read More...]