100 Level

Mebane Faber’s New e-Book – Shareholder Yield

Those reader's who have read Faber & Richardson's book "The Ivy Portfolio" might be interested in downloading Faber's new book - "Shareholder Yield". ┬áIt's a bit of a marketing tool for his new ETF but the price is right - it's free for the next 5 days - and there's some interesting information in … [Read More...]

What Should I Do If I Am Holding Cash?

What should I do if I am holding cash?  Is it time to move back into the market, and if so, how should I proceed?  Those are difficult questions considering the S&P 500 (VFINX) increased in value by 87.4% since January 20, 2009.  If one were to follow the Louis Rukeyser analysis, moving immediately into the market is the correct decision.  However, Rukeyser was using data … [Read More...]

300 Level

“Creme List” for 22 July 2011

Photograph: Demolishing a house down the street Twenty-one stocks made the elite list this week.  COH, CSCO, and HPQ were dropped as they did not score over the past thirteen weeks.  One new company moved on to the "Creme List" at number 13, quite a jump.  Only one stock is priced to buy and that stock is identified with the * symbol to the right of the ranking … [Read More...]

“Creme List” for 28 January 2011

We have a new leader to the "Creme List" this week and one stock is attractively, something that has not happened for weeks.  No companies were added or deleted from the list.  Examine the list below and keep in mind that this is a list of interesting companies.  No buy or sell recommendations come with this list of stocks.   … [Read More...]

200 Level

Portfolio Performance: 6 April 2012

It has been several weeks since I last published a Portfolio Performance data table as I was away on a family emergency.  The following table contains current data as all the dividends for the first quarter are included in these results.  There was consistency up and down the portfolio columns.  In general, since the last post both the portfolios and the VTSMX benchmark lost a … [Read More...]

Bohr Portfolio Review: Reworked Asset Allocation Plan

With developed international and emerging markets still priced below their 195-Day EMA, I took the opportunity to rework the asset allocation plan of the Bohr and move it a little more toward the "Swensen Six."  This required an increase in the bond-income asset class and reduce exposure to U.S. Equities.  Below is the revised Strategic Asset Allocation plan.  This move … [Read More...]

400 Level

“Delta Factor” Bond Projections

Periodically, I'll post the "Delta Factor" projections for a few bonds used in a number of the portfolios tracked here at ITA Wealth Management.  Few changes occur over time and that is why these projections are posted infrequently.  In the following table of ten ETFs, I used a 50-month time frame so as to bridge the last bear market while not exceeding accurate data for … [Read More...]

Three-Year QPP Analysis for Equity ETFs

Now that you have had a few hours to digest the prior blog post where I used four years of historical data, the following table uses the "default" period of three years.  What a difference one year makes.  I've only seen this much "blood" when the market was at or near a peak. … [Read More...]