100 Level

DFA Portfolio vs. Euclid Portfolio Over Thirteen-Year Period

How does the performance of a DFA oriented portfolio perform when compared with the Euclid Portfolio, one of the older portfolios tracked here at ITA Wealth Management?  I selected the Euclid as it is one of the poorer performing portfolios over the last thirteen years.  The reason for the lagging performance is that I allowed too much cash to site idle in the portfolio for long periods … [Read More...]

Bullish Percent Indicators Take Hit

As projected for a number of weeks, the market finally took a breather and retraced this past week.  The evidence is clear when one examines the index and sector tables. Index BPIs:  We find every index below the 70% line or what we think of as an overbought condition.  While we are not rooting for the market to decline, we are well aware that it cannot maintain those lofty heights for an … [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...]

Top Core Stocks Analyzed Using QPP Plus Delta Factor Projections

Seeking top core stocks from investors who participate in the Growth Forum, the following analysis shows portfolio projections, the correlations within the portfolio, and the "Delta Stock" projections. QPP Analysis:  Nearly equal percentages are assigned to each stock.  The analysis spans five years and the S&P 500 is projected to grow 7.0% per year over the next few years.  Readers … [Read More...]

200 Level

In Search of the “Holy Grail” Portfolio Asset Allocation

Searching for that idea asset allocation is a never ending challenge. Particularly if one does not want an overly complicated portfolio. Below is a slight variation of a Strategic Asset Allocation plan laid out earlier this week. While the projected return meets the goal of exceeding the projected return for the S&P 500 by more than 100 basis points (1.0%), the projected uncertainty is a … [Read More...]

Who Is Responsible For Your Retirement?

With pension plans on the decline, corporations squeezing employees, and unions under attack, individuals will need to take more responsibility for their own retirement programs.  Those are the hard facts.  At one time an individual or a small group of people within a corporation managed the pension plan for a large number of employees.  The employee had few retirement planning … [Read More...]

400 Level

Bullish Percent Indicators For Week of November 30, 2012

Faced with an over abundance of financial uncertainty, one would not expect major indexes to strengthen.  But that is exactly what happened this week.  Several market sectors also moved from a defensive position over to offense.  This could be a one-week happening as the so called "financial cliff" is coming closer.  Here is the link to all the data. In my opinion, the NYSE index carries the … [Read More...]

“Delta Factor” Update: October 27, 2011

Equity ETF Performance Projections Based on popular demand, here is another "Delta Factor" update of the equity ETFs we use to populate our portfolios.  New readers to ITA Wealth Management would do well to search the blog for other "Delta Factor" posts.  A quick explanation is that the "Delta Factor" and "Conservative Delta Index" columns are … [Read More...]