Weighted Ranking SS Update

If your portfolio is approximately $100,000, the following percentages and shares are laid out for investors going into this coming week.  We first start with the most recent rankings data to start the week.  This information applies to all Platinum members regardless the size of your portfolio.

ETF Rankings:  The following ranking is current as of 9/27/2013.  Note the change in the starting date as a 182 day differential ends up starting on a weekend.  That starting date will be adjusted tomorrow or Tuesday when we can move away from a weekend starting date.

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Forums Added to ITAWealth.com site

Just another reminder for Platinum members to sign up over on the new ITA website at http://itawealth.com.

Check out the Forums section of the new site.  You will find a Forums tab on the navigation bar over on the right-hand side of the page.  Click on Forums and if you have a Forum you would like to start, let me know and I will set it up.

Lowell Herr

ETF Rankings: VNQI for RWX

In the following rankings, I substituted VNQI for RWX as it shows up as a better performer in the international REIT space over the past two plus years.  Otherwise, this is the list of ETFs readers can use to populate their portfolios.  A few things to note.  An international bond (BWX) and a corporate bond (LQD) ETF moved from below to above the performance of SHY.  This is the first I’ve seen this in some weeks.

ETF Rankings:  As you peruse this ETF ranking data table, look for those ETFs with positive momentum.  While we concentrate of ETFs that are ranked higher than SHY, keep an eye on the gold ETF, GLD.  It has had a nice three month run and is likely to continue to more up the ranking table.



Due to the instability of this site, I don’t plan to post over here all that frequently.  Platinum members need to register on the new site ( http://itawealth.com ) in order to keep up with the latest information.

Portfolio Performance Data

Momentum principles continue to produce positive results as Platinum members will see in the following data table.  Right now I am making comparisons from week to week.  Eventually I want to extend the information out over at least five weeks so each portfolio has a chance to go through at least one review cycle.  Until I build that data I will make week to week comparisons.  The problem with extending the period is a screenshot problem as my current software (ScreenHunter) limits me to cutting and pasting what I see on the screen.  I’m not able to scroll down the page and pick up more information so right now I am limited to three weeks of data.  One solution is to post this data every two or three weeks.

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Curie Portfolio Review On New Site

The latest Curie Portfolio review is now available over on the new blog site.   As a Platinum member, if you have not registered as a Guest, please do so if you want to read this review.


ETF Rankings

The latest ETF ranking is available on the new website at this location.

As a Platinum member, if you have not registered as a Guest on the new site, please do so as soon as possible.  Thank you.



New Blog: http://itawealth.com

Readers of ITA Wealth Management:  Over the next few weeks I will be making the final moves to transfer attention and new blogs over to itawealth.com.  As a Platinum member, if you have not registered on the new site please do as soon as possible.  This site will remain active for the foreseeable future.

Check out the new logo on the new site.

Three new blogs went up on the new site today.  Some will be a review for some members.


Feynman Portfolio Study: Portfolio Volatilities

In the various Sections of the Feynman Portfolio Study I quantified returns and draw-downs, but I only described volatility (sigma, risk) in qualitative terms.

In the table below I have (quantitatively) summarized the volatilities of the various portfolios analyzed and provided references to the appropriate Sections of the Study. Volatilities are annualized but some are based on quarterly returns and others on monthly returns as described in the corresponding Sections of the Study.

Feynman Volatilities

The primary observations are:

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Feynman Portfolio Study : Part 8

In Part 8 of the Feynman Portfolio Study, which concludes the analysis of  “Momentum” Investing as a major Strategy option, I look at the question of “How Many Assets (ETFs) should I include in my Portfolio?”

There is no definitive answer to this question, but the analysis provides an idea as to the performance trends that might be expected as we change this parameter.

This material is not available for publication elsewhere on the Internet.

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Preparing for Einstein Update

One of the primary reasons for the advanced preparation for the Einstein update is to show readers a list of ETFs that provide global coverage while including enough low correlated ETFs for all types of markets.  This list of ETFs does not differ all that much from the 18 used in The Feynman Study.  Instead of many iShares I’ve substituted Vanguard ETFs as they have sufficient historical records going forward.

All the ETFs are commission free with exception of the precious metals, GLD.  I still hold Berkshire Hathaway (BRK-B) in this portfolio as somewhat of a bell-weather stock.

Rankings:  This ranking will be updated before the Einstein is reviewed this coming Thursday.  I don’t expect many changes.  Readers will note the recent positive market turned most of the red in the EMA columns to bright green.

Readers can use this table to help monitor their own portfolios.


Buy-Hold-Sell Recommendations:  As I read the table below I will be buying shares of VEA, VOT, VBK, and VSS.  Normally I would also be purchasing VEU, but I had a sale fewer than 30 days ago and I do not want to incur the short-term fee.