100 Level

Review of John Bogle Book

Larry Swedroe, one of our favorite investment authors, writes a brief review of John Bogle's latest book.  Click here to see this review. … [Read More...]

ITA Wealth Management Attracts Attention

Several months ago, while I was relaxing in the basement, a telephone call from a well-known investment house (you would recognize the name immediately) showed up on my caller identification screen.  Assuming it was a "chum for client" call, I did not pick up.  However, my wife answered the phone and told me "ABC Investments" wanted to speak with me. I was … [Read More...]

300 Level

Sortino Ratio: Revised Calculation

Platinum members likely picked up my reference on the new Sortino Ratio (SR) calculation in the comments section.  When you first log on to ITA Wealth Management, be sure to check for the latest comments or better still, sign up for a comments RSS.  What is changing with the SR calculation? … [Read More...]

“Creme List” for 2 September 2011

Seventeen stocks made the "Creme List" this week.  There were major changes in the Point n Figure (PnF) graphs and that shook up the list more than usual.  However, no new stocks made the list, nor were any companies excised from the group. … [Read More...]

200 Level

Smartest Medium-High Risk Portfolio

With this analysis of the medium-high risk portfolio, we leap over the medium risk portfolio found at this site. The medium-high risk portfolio limits the bond/income asset class to 20%.  Remember, we began with 80% allocated to the bond asset class, moved to 60%, then 40% and now 20% or something similar to what we hold in many portfolios tracked here at ITA Wealth Management. Note the … [Read More...]

Portfolio Performance: 3 June 2011

Measuring Portfolio Performance You cannot manage what you do not measure.  How true.  These portfolio performance data tables are all about portfolio management, measurement, and monitoring.  The table shown below does not include current updates for all portfolios tracked using the Captool software.  I plan to take care of that early next week. Looking over the portfolios … [Read More...]

400 Level

Keeping It Simple With An Global Nine ETF Portfolio

A portfolio does not need to be complicated to be global in its structure.  Nor does it need to be all that complex to bring success to the investor.  The following portfolio is simple and stands a greater chance of success if one employs the Momentum-Optimization Model (MOM) as explained below. This material is not available for publication elsewhere on the Internet. … [Read More...]

“Delta Factor” Update for Bonds

It has been several weeks since I posted information on the "Delta Factor" for bonds.  I don't pay a lot of serious attention to this information, but I do observe the projections to see if there are elements of interest.  In this post, Vale Capital II (CJS) stands out as a possibility.  I'm not familiar with CJS.  I recall a reader of this blog asked that … [Read More...]