100 Level

Asset Allocation Example

In the table below, viewers see the asset classes discussed in a prior blog entry.  We are looking at fifteen asset classes, including Cash. In the second table the sample asset allocation is broken down into percentages and we cut out the Core holding, moving the number of asset classes to twelve. [Table=6] … [Read More...]

Ten Biggest Investor Mistakes – #1

ITA Wealth Management Mistake #1: Failure to save adequately for retirement is my number one mistake. Investors do not save enough early enough. One will not have sufficient retirement funds if the saving rate is too low and the key is to begin saving as early in life as possible. All the other mistakes are moot if one does not have capital to invest.  One of the services to Platinum … [Read More...]

300 Level

Curie Portfolio Update: 5 November 2011

Last week was the scheduled time for the Curie Portfolio update, but I was on a scenic road trip visiting the Redwoods of Northern California, Lassen National Park, and Lake Tahoe.  It was a beautiful drive and I will be sharing some photographs over the next few weeks.  Now it is time to get back to work.  Slowly, I will bring the Portfolio Performance data table up to date.  … [Read More...]

Ranking Dividend Aristocrats

Here is an article on ranking dividend aristocrats.   http://seekingalpha.com/article/1823142-ranking-dividend-aristocrats … [Read More...]

200 Level

Portfolio Performance Data: 2/16/11

Portfolio Performance Data Table When looking over the following data table, note when the portfolios were last updated as not all are current as of 2/16/11.  Portfolios tracked by Captool are only updated at the end of the month. As one looks down column 7 or the column of data measuring the difference between the IRR value for the portfolio and the IRR measurement for the ITA Index, one … [Read More...]

Portfolio Performance: 27 May 2011

Portfolio Performances Updated All but one portfolio showed improvement vs. the VTSMX index.  Improvements were also evident for the Sortino and Retirement ratios.  Our asset allocation plans were working in full force this past week, a positive signal. Only the newest portfolio, the Franklin, lost ground and it is much too early to draw any conclusions.  As mentioned before, we … [Read More...]

400 Level

Top Ranking ETFs For Week of April 26, 2013

Using three-month, six-month, and volatility data, the following table ranks the top 40 ETFs we use to populate most portfolios.  Many of these ETFs are commission free securities for TDAmeritrade clients.  Pay attention to both the ranking and momentum percentage. The following material is not available for publication elsewhere on the Internet. … [Read More...]

ETF Indicator Update

Below is an incomplete list of ETFs using in the ITA portfolios.  As I come across ETFs of interest, I add them to the list.  It takes time to update the list as each indicator (now eight in number) is entered manually.  Of the ETFs currently on the list, PCY is one that is very close to a Buy.  If the percentage exceeds 100% the ETF goes on the Buy list.  PCY is about one … [Read More...]