100 Level

How Would You Balance the Federal Budget?

If Congress were to ask you how to balance the federal budget, what suggestions would you pass on? Place your suggestions in the comment section below.   Photograph: Longboat Key - Sarasota, FL … [Read More...]

Stock Screening Service Coming

While this blog is oriented toward using index ETFs to construct portfolios, some readers spice up their portfolios by adding a few stocks.  These are known as Mosaic investors.  To cater to Mosaic investors, I am adding a stock screening service.  Send me your criteria and I will run a screen.  Stocks that emerge from the screen will be posted for other Platinum readers to … [Read More...]

300 Level

Portfolio Diversification

This morning a link to the following Seeking Alpha article showed up in my e-mail box.  ITA Wealth Management readers know the importance of diversification and our mature portfolios include the five asset classes mentioned, and many portfolios include all six.  While the article advocates diversification, readers need to be aware that the graph is showing data that was … [Read More...]

Portfolio Management Suggestions

Before outlining portfolio management suggestions, I'm assuming ITA readers have a savings and investment plan in effect.  For saving suggestions, search for "The Golden Rule of Investing" and related topics.  There are a number of blog entries related to preparing for retirement, and the earlier one begins retirement planning the better. After establishing a savings plan, … [Read More...]

200 Level

Retirement Portfolio: Part Five

If one is willing to add a few individual stocks to a sample retirement portfolio, what does the allocation look like when optimized?  In the following portfolio I added several ETFs to what one might consider the basic group.  These include SLV, DVY, and IDV where the latter two are dividend generators. Special Note:  The assumed growth rate of the S&P 500 was lowered from 7.0% to 6.0% for … [Read More...]

Einstein Portfolio Review: 22 August 2011

This business week begins with an update of the Einstein Portfolio, an excellent example for the small investor.  This morning I picked up another 30 shares of RWX in an effort to bring International REITs back into balance.  Back on 8/8 25 shares of VEU were added to the Developed International Markets asset class.  Limit orders are in place to pull that class back up to … [Read More...]

400 Level

Bullish Percent Indicators: Four Switch Positions

Bullish Percent Indicator (BPI) information is a relatively new addition here at ITA Wealth Management.  It is another investment arrow we are including in our investment quiver.  A major change I made this week is to move from an arithmetic measurement of the box size to a log or percentage scale for calculating the box size.  Just as it makes sense to calculate portfolio increases … [Read More...]

Quantitative Approach to Portfolio Management

In the experiment to improve the performance of the Maxwell and Euclid portfolios we need a basic set of ETFs to form the core for our investments.  This quantitative approach is an outlier in our portfolio management philosophy as it has the potential for more trading.  For this reason, I will be using ETFs that are part of TDAmeritrade's 100+ commission free trades.  Below is … [Read More...]