100 Level

William J. Bernstein Quotes

If you enjoy reading quotes as much as I do, check these out. I thought pulling out a few choice quotes from William Bernstein’s latest book, “The Investor’s Manifesto” would be of interest to readers.  For your reading pleasure on a Saturday afternoon. “For the past 200 years things have always worked out well in the long run for the owners of U.S. stocks. … [Read More...]

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...]

300 Level

Madison Portfolio Review: 16 July 2012

Since the last review of the Madison, shares of VO and VB were added to the portfolio as there was no exposure to growth stocks in the mid- and small-cap asset classes.  Adding shares in these two blend asset classes brings us in contact with stocks of a style (growth) not previously held in the portfolio. … [Read More...]

“Creme List” for 7 October 2011

Low Price/Book Stocks Below are six stocks that made the cut from over 10,000 companies.  This is a highly selective screen. Platinum membership is available for $5.00 per month.  Access to the "Creme List" is more than worth the membership cost. … [Read More...]

200 Level

Weekly Portfolio Performance Update: 27 April 2012

The good news is that every portfolio increased in value this week.  The bad news is that all but one portfolio (Maxwell) lost ground relative to the benchmarks.  Two factors played into this scenario.  1) International markets continue to lag the U.S. Equities market.  2) Growth equities are performing better than value and that hurts our portfolios since we skew the Strategic … [Read More...]

Should You Attempt To Pick Individual Stocks?

Should you be involved in selecting individual stocks or is this activity best left to other investors?  Two recent Seeking Alpha articles appeared on this subject and the links are provided below. "Five Ways You Can Excel at Picking Stocks" "Should Stock Picking Be Mostly Left To Professionals" When I read these articles, I was quickly reminded of an article I posted … [Read More...]

400 Level

“Delta Factor” Projections For Sector ETFs

While I do not build portfolios around sectors of the stock market, it is important to review sectors ETFs as it provides another view of market conditions.  We examine the Bullish Percent Index information as shown in this article, to see where the market as been and is it over bought or under sold.  When the BPI values are above the 70% line, as most are today, we argue the market is too high to … [Read More...]

VTI And The ITA Risk Reduction Model

At the request of a long-time Platinum member, I am going to examine a number of key ETFs used to populate specific asset classes in an effort to see how well the ITA Risk Reduction model worked over the last four months.  Keep in mind that no one ever stated that the ITARR model, or a variation such as the Faber-Richardson model, will work all the time, month after month.  Where the … [Read More...]