100 Level

Nine Essential Investing Suggestions

Suggestions for the Astute Investor Repetition is the mother of all learning. Whether you are a new ITA Wealth Management reader or a long-term follower, there are investing basic that just don't change, and here are a few. 1.  Follow "The Golden Rule of Investing" which is to save as much as you can as early as you can. Check out the Goofus vs. Gallant material. 2.  … [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

IVY-2: Ten ETF Portfolio

The second portfolio recommended by Faber and Richardson contains ten ETFs.  There are a few new asset classes added such as small-cap, emerging markets, and foreign or international REITs.  Are we able to improve the Return/Risk ratio and elevate the Diversification Metric with these additions?  Check the analysis below for the answer. A "seat of the pants" analysis … [Read More...]

QPP Analysis of Kepler Portfolio

Nearly six months rolled by since the last Quantext Portfolio Planner (QPP) analysis of the Kepler Portfolio.  Platinum readers can go through the QPP analysis and do not neglect the correlation matrix.  Take a close look and let me know your observations. … [Read More...]

200 Level

Smartest Portfolio You’ll Ever Own?

Below is a portfolio I extracted from Daniel Solin's recent book, "The Smartest Portfolio You'll Ever Own."  Before I run a QPP analysis on one of the suggest portfolios, let me point out that the BWZ ETF did not have a three-year record.  As a result, the following analysis runs for only 31 months.  Under current market conditions, my preference is to use 48 … [Read More...]

Retirement Planning: Using the Kenilworth Portfolio As A Model

Two young portfolios, Gauss and Kenilworth, found here on ITA Wealth Management serve as examples for retirement planning.  For this blog post, I'll use the Kenilworth as the example since it began with a modest initial investment of $1500 followed by monthly contributions.  Platinum members have access to all the transaction details. The first move in any retirement plan is to do … [Read More...]

400 Level

Seeking For Low Correlated ETFs

When the market shies away from equities and gravitates toward less volatile securities such as bonds and treasuries, we need access to those ETFs that have a low correlation with holdings such as VTI, VEU, and VWO.  What ETFs do we flee to when the equities market begins to wane.  If included in the ranking worksheet, we can easily identify those ETFs that have the strongest … [Read More...]

Market Watchers Pay Attention

Technical Analysis: StockChart Graphs ITA Wealth Management readers know I am not a market timer.  Nevertheless, one should not be oblivious to market movements, particularly when cash is sitting on the sideline.  When is a good time to start investing that cash?  Possible technical signals are shown below.  As I update my "Watch List" I will post the percentages of … [Read More...]