100 Level

New WebSite: http://itawealth.com

Please register on the new site using real first and last names.  Registrations that do not show up as a Guest Registration will be purged from the site.  Click on the ITA Blog tab and find the registration option on the right sidebar. http://itawealth.com … [Read More...]

If Constrained To Buy One ETF What Would It Be?

Approximately a week ago I was talking with a young woman who is earning a bit above minimum wage so she does not have much to save.  In addition, she is helping her family rebuild their home, damaged by flood.  Her knowledge of investing is close to nil, yet she wants to begin investing.  Regular readers of this blog know that a wide range of topics are covered beginning at Level 100 and moving … [Read More...]

300 Level

QPP Analysis of ITA Risk Reduction Portfolio

Prices for all seven equity ETFs used in the ITARR model portfolio are not above their respective 195-Day Exponential Moving Averages (EMAs).  Nevertheless, it is useful to see what a Quantext Portfolio Planner (QPP) analysis looks like if this were the case.  In the first analysis, I use a projected return of 5.3%, which is in line with one of my recent blogs.  Then I show readers … [Read More...]

Portfolio Performance: 25 February 2011

Photograph: Harvest in the Sacred Valley of Peru with Andes in the background. Portfolio Performance Since posting the last performance table, the February 25 update shows nearly all portfolios gaining ground on the benchmarks.  Several of the larger portfolios also exhibited an increase in both the Sortino and Retirement Ratios.  It seems as if the portfolios are structured to show … [Read More...]

200 Level

Portfolio Performance Update

This week ended on a strong note with the broad market VTI up over 2% on the day.  However, that move was insufficient to pull the Maxwell and Euclid portfolios into positive territory. Portfolios available to Platinum members continue to do well when measured against the VTSMX benchmark. Only the Kenilworth is lagging and those numbers are exaggerated due to the short period this … [Read More...]

Sample Portfolio For The Mosaic Investor

Investors who use a few individual stock will be interested in the following portfolio suggested by a reader.  By Mosaic, I mean an investor who uses an array of index ETFs (or index funds) and then sprinkles in some individual stocks. QPP Analysis of Suggested Portfolio:  In this analysis the S&P 500 is assumed to grow at an annual rate of 7.0% so this portfolio is projected to outperform … [Read More...]

400 Level

ITA RR Style Portfolio

Planning a Risk Reduction Portfolio Special note to Platinum members: I've been working on an asset allocation plan that I think would work for an ITA Risk Reduction (ITARR) style portfolio.  Below is the screen shot of the QPP analysis of such a portfolio.  In the current analysis, only seven of the 10 ETFs are used.  SDS would only come into play under extreme conditions. … [Read More...]

“Delta Factor” for Basic EFTs

One Platinum member ask to see what the current "Delta Factor" looks like.  It should come as no surprise that a market as high as this one will bring a lot of "Red" out in the "Delta Factor" table.  Below is the table for a number of basic ETFs used in a variety of portfolios.  The results take in the period of 3 February 2009 through 3 February 2012. … [Read More...]