100 Level

Passive – Active Investing Reviewed

Investors interested in knowing why I prefer taking a Passive-Index approach to investing will find this article of interest.  I do want to amplify one point I did not go into in the article. I mentioned the negative of not having complete control over Social Responsible Investing.  A few years ago I went through a detailed analysis of finding where several hundred "sin … [Read More...]

What is ITA Wealth Management About?

There are times when it is useful to step back and analyze reasons for writing this blog.  What is ITA Wealth Management about? 1.  First and foremost, this blog is an educational tool for all levels of investors. Beginning investors should click on the Beginning Investors category found over on the right-hand edge of the page. Then read the "Critical Information" … [Read More...]

300 Level

Bohr Portfolio Review: 27 July 2011

Few changes occurred in the Bohr Portfolio since the last review.  The asset allocation remains the same, and as readers can see in the first screen shot, most of the asset classes are in balance.  Excluding cash, only Small-Cap Growth and Bonds/Income are out of balance.  Limit orders are in place to correct these imbalances, but as I wrote last weekend, I lowered the … [Read More...]

Pre-Examination of Maxwell Portfolio

Tomorrow is the examination date for the Maxwell Portfolio, one of the ITA Risk Reduction model candidates.  The asset allocation plan (Dashboard will be available tomorrow) for the Maxwell is a little different than it is for "mainstream" portfolios such as the Newton, Euclid, and Schrodinger.  The allocation plan is skewed toward small-cap value and emerging markets.  … [Read More...]

200 Level

Annuities: Are They For You?

To read this article over on Seeking Alpha, go to this site.  There are links available you will not find in the posting below. … [Read More...]

Searching for the Strategic Asset Allocation Holy Grail

Establishing a strategic asset allocation (SAA) plan for a portfolio requires at least two major decisions.  1) What asset classes should be included in the portfolio.  2) What percentage of the total portfolio is allocated to each asset class.  Decision number two is the more difficult of the two.  Where do I come up with the various asset allocation plans found in the various … [Read More...]

400 Level

Delta Factor: Second Draft

Below is the second draft of additional Delta Factor calculations.  As one can see from this table, the trends or signals arrive early.  I'm still not satisfied with the algorithm used to generate the Buy, Hold, and Sell signals for these ETFs. Note the dramatic shift between 9/15/2008 and 10/15/2008.  When I see something like this I recheck my figures. … [Read More...]

Bullish Percent Indicators

Platinum members should check out the Bullish Percent Index post over on the new website. If you have not registered on the new site, please do as soon as possible.   … [Read More...]