100 Level

We All Love Ennio Morricone

The CD recommendation for the week is Soundtrack music from the "We All Love Ennio Morricone" recording. My recording has a few glitches so it is anything but perfect. If you are not familiar with Morricone, this is a good introduction.  Read the Amazon reviews as they are, in general, quite accurate. … [Read More...]

Easy Investing

While few stock pickers are successful investors, the index investor or a passive oriented investor can do better than the majority of stock market participants by following a few simple rules.  One of those rules is simply - Don't build your portfolio by picking individual stocks.  Use index funds or index ETFs.  Investors saving small amounts of money each month are better off … [Read More...]

300 Level

Portfolio Review: Bohr

Bohr Update Review time is here again for the Bohr Portfolio.  No purchases were made thus far this month as most the asset classes are in balance.  I don't plan any changes in commodities as that asset class is only out of alignment by 68 shares of GSG.  What I might do is exchange GSG (heavily oriented toward oil) and purchase DBC, an ETF with a more even distribution of … [Read More...]

Optimized Mosaic Portfolio

While the following portfolio is not exactly one of the eleven portfolios tracked here at ITA Wealth Management, there are many similar ingredients.  To create this portfolio I selected 26 ETFs that are frequently part of at least one ITA portfolio.  Familiar ETFs such as VTI, VEU, VWO, DVY, VTV, IWN, VOE, VOT, VNQ, RWX, etc. are among the 26 ETFs.  Nine (9) bond ETFs were in the group, but most … [Read More...]

200 Level

Year-End Portfolio Performance

TLH Portfolio Performance Data The following data table includes updates for portfolios tracked by the TLH spreadsheet.  Portfolios tracked by Captool will be updated sometime this week and I should have the results posted by January 8. In almost every case, the updated portfolios showed gains with respect to the VTSMX benchmark. Most of the portfolios lost ground to the customized … [Read More...]

ITA Portfolio: A Well Diversified Mix of ETFs

Platinum members are encouraged to take a close look at the following list of ETFs that make up this portfolio. The following material is not available for publication on Seeking Alpha or other Internet sites.  This material is reserved for Platinum members. … [Read More...]

400 Level

QPP Analysis of Suggested ETFs

In the following analysis I show the make up of the suggested tickers.  VSS and MLPI did not have three-year records so I cut them from the list.  In the first slide I show the makeup of the portfolio using nearly equal percentages for each ETF.  In the second slide I show the "Delta Factor" projections using a four-year time span.  The third slide shows the … [Read More...]

Bullish Percent Indicators: 2 August 2013

All the major indexes powered forward this past week, but we now have three sectors that are controlled by defensive teams.  Technology and Telecommunications broke a three-week trend and joined Utilities which continues to show O's in the right-hand column despite its very high absolute value.  Here are the numbers. Index BPIs:  The following table displays the overall direction of seven major … [Read More...]