100 Level

Where Is The Market?

Without going into a lot of explanation, contemplate the following graphs.  This graph is a composite of the stocks on the New York Stock Exchange. Platinum membership is available for a mere $5.00 per month.  Learn how to reduce portfolio risk. … [Read More...]

Goofus vs. Gallant

As a follow up to The Golden Rule of Investing, I am bringing this post forward so new readers of ITA Wealth Management will not miss it. This post drives home the importance of investing frequently and early. As a small boy, my family subscribed to a magazine called “Children’s Activities.” Each issue contained a story of two characters, Goofus and Gallant. We all wanted to be … [Read More...]

300 Level

Momentum-Optimization Model

If you have not checked into ITA for several weeks, you are missing critical information and I hope you will carefully read this blog post as this marks a revision of the ITA Risk Reduction Model.  While I will not take the time to explain every detail in one blog post, readers will see the Optimization-Momentum Model in action over the next weeks and months.  Over time I want to demonstrate how … [Read More...]

Feynman Portfolio Study: Part 6-6

In Part 6-6 I continue the Risk Management theme by applying the SHY momentum filter to the "Classic" 50% US Equity/50% US Bond Feynman Portfolio introduced in Part 4 of the Study. The performance of this portfolio is compared with the performance of the same portfolio with a 195 day EMA (ITARR) Filter (Part 6-2, Section 6.1.6) and with the "Dynamic" Feynman Portfolio with SHY Momentum Filter … [Read More...]

200 Level

Portfolio Performance Data: 18 February 2012

All portfolios showed gains this week on an absolute scale, but the relative movement when measured against the different benchmarks was mixed.  The Kepler held par with respect to the VTSMX and picked up a few tenths of a percent on the ITA Index.  The Kenilworth pulled ahead of both benchmarks.  Seven of the eleven portfolios held their own or gained ground on the VTSMX.  … [Read More...]

High Yield Retirement Portfolio

A Platinum member submitted the following portfolio for analysis.  The portfolio is designed to throw off income for a retiree and as you can see, the historical yield is a very high 4.6% so the portfolio is meeting that goal.  Take note that the portfolio outperformed the S&P 500 and did it with much lower risk. The projected return over the next six to twelve months is 7.6% or very close … [Read More...]

400 Level

Bullish Percent Indicators

Platinum members should check out the Bullish Percent Index post over on the new website. If you have not registered on the new site, please do as soon as possible.   … [Read More...]

VTI Within Striking Distance

Readers following this blog know about the Tactical Asset Allocation or market timing method we are about to employ with the Maxwell and Euclid portfolios.  These two portfolios were selected as they consistently lag behind the VTSMX benchmark.  I want to come up with a title more original than the Faber-Richardson method so users can do a search and easily find information on what is … [Read More...]