100 Level

Ultra-Conservative Portfolio

This morning I came across an ultra-conservative portfolio that I thought would be of interest to Platinum members.  When a portfolio projects to outperform the S&P 500 by 275 basis points, with much lower risk and carries a Diversification Metric of nearly 70%, one takes notice.  Here is that portfolio. Platinum membership is available for $5.00 per month.  Three dollars off … [Read More...]

Grandchildren: Educate Yourself By Reading

Read Only the Best Investment Books This is hint number seven in this Grandchildren Series. I could have easily placed this hint in position number one as advanced education by reading high quality investment books will save any investor from making many mistakes. Search on this blog for the following authors: Bernstein, Ferri, Gibson, Swedroe, Swensen, Hebner, Ellis, and Malkiel.  Arnott … [Read More...]

300 Level

Portfolio Performance Data: 18 February 2012

All portfolios showed gains this week on an absolute scale, but the relative movement when measured against the different benchmarks was mixed.  The Kepler held par with respect to the VTSMX and picked up a few tenths of a percent on the ITA Index.  The Kenilworth pulled ahead of both benchmarks.  Seven of the eleven portfolios held their own or gained ground on the VTSMX.  … [Read More...]

Schrodinger Review: 15 August 2011

Little has changed within the Schrodinger Portfolio since the last update.  Most of the asset classes are in balance as one can see from the Dashboard below.  The small amount of cash available will likely be invested in international markets. … [Read More...]

200 Level

Retirement Planning Web Sites

Below are links to three sites that will aid you in planning for retirement.  These resources come from Vanguard, The Motley Fool, and Fidelity. Here at ITA Wealth Management, we also have a retirement planner, but we require more information than the three sites referenced below. Here are the three references. 1. Vanguard site can be found here. 2. The Motley Fools site can be found at … [Read More...]

Retirement Rule #6: Develop Your Own Strategic Asset Allocation Plan

Continuing the theme of retirement planning, at some point one needs to develop an asset allocation plan.  If you neglect this suggestion, you have already made a decision.  To make no decision is to make a decision.  One may as well set up a plan with some logic and reasoning behind the process.  To develop a SAA plan, one needs to understand the options available or Rule #5. There are a … [Read More...]

400 Level

Bullish Percent Indicators: Markets Beginning to Weaken

For the first time in many weeks we are beginning to see some cracks develop in what has been a very strong stock market.  To see what I mean, examine the two screenshots shown below. The following information is not for publication elsewhere on the Internet. … [Read More...]

Monitoring The Eight Critical ETFs For the ITA Risk Reduction Model

Photograph: Pinnacles National Monument - California After the market closes tomorrow, I will be examining the Gauss Portfolio to see if any of the eight critical ETFs show prices crossing from above to below their 195-Day Exponential Moving Averages.  While we may avoid activity within the Gauss, if the markets continue to behave as they have for the last week, there most certainly will be … [Read More...]