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Stocks: Another Tranche Momentum Look

March 23, 2017 By Lowell Herr

Here is a second list of individual stocks.  Only two show up as potential purchases. Tranche Momentum Recommendations:  The recent market downturn hit most of these stocks.  Only two, MU and NVDA, are ones I would consider for purchase. Just another comment.  There is a lot of red in the 13- and 49-Day EMA columns.  […]

Filed Under: Portfolio Construction Tagged With: Stocks

Dividend Champions: A Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

Not all ITA Wealth Management readers use ETFs to build their portfolios.  There are readers who have an interest in dividend oriented individual stocks.  The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha article where the author updates this portfolio on a regular basis. Main Menu:  The analysis […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction, Stocks

The Importance of Algorithms

February 25, 2017 By Lowell Herr

Doubt is not a pleasant condition, but certainty is an absurd one. – Voltaire I’m a fan of books written by Michael Lewis.  A few that stand out are:  Liar’s Poker, Moneyball, The Big Short, and Flash Boys.  Lewis’ latest work, The Undoing Project, focuses on the lives and work of two Israeli psychologists, Daniel […]

Filed Under: Beginning Investors, Critical Material Tagged With: Critical Material

Broad Market Conditions: Pay Attention

February 16, 2017 By Lowell Herr

Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the “Over-Valued Market…” article.  Click on the above article and check the values for yourself.  […]

Filed Under: Critical Material Tagged With: Critical Material

What Is On The Other Side Of The 3 x 5 Card?

February 1, 2017 By Lowell Herr

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall investment guidance.  But where does one go […]

Filed Under: Beginning Investors, Critical Material, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors, Critical Material

Sector Investing: A Simple Approach

January 30, 2017 By Lowell Herr

Occasionally, I’ll encounter an ITA reader who is interested in constructing a portfolio around sectors.  Those who have read Gary Antonacci’s book, Dual Momentum Investing may recall him stating the following.  “My favorite dual momentum strategy is one that rotates among the strongest U.S. stock market equity sectors.”  This blog is a multi-level explanation of […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Investing 101

January 24, 2017 By Lowell Herr

Beginning Investors It is not unusual to read or hear someone say – “I don’t understand what you are talking about.”  When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic ideas about investing.  One book I […]

Filed Under: Beginning Investors, Critical Material, Portfolio Construction Tagged With: Beginning Investors

A Brief History of ITA Wealth Management

January 2, 2017 By Lowell Herr

As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest.  The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement.  The last physics workshop (Project PHYSLab) concluded a 10 year run in the summer of 2001 so […]

Filed Under: Beginning Investors, Critical Material Tagged With: Uncategorized

Time To Bang The Retirement Drum – Again

November 30, 2016 By Lowell Herr

“Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren’t saving enough…”  So writes Stan Choe in an Associated Press article.  Check out the Retirement Planning category for past blog posts on this subject. Date from the Federal Reserve indicates that thirty-five (35%) […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

Why Focus On Value and Momentum

October 21, 2016 By Lowell Herr

ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan.  Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard:  Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard.  Check the nine asset classes in the upper left-hand corner […]

Filed Under: Critical Material, Portfolio Construction Tagged With: Portfolio Management

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