Since we are just about through the dividend season this post may be a little late in coming but, with a number of ITA subscribers indicating an interest in getting a better understand of the practical implications, I thought it might be useful to provide a brief description/explanation with a couple of examples from recent […]
Preparing For 2020
A little over a year ago I wrote a blog laying out four indicators that point to an over-valued U.S. Equities market. In that blog I questioned how long the bull market would continue. Despite the high metric percentages of the indicators, the U.S. Equities market in particular continued to move up in 2019. Would […]
Revisiting the Linear Regression Projection-Convolution (LRPC) System – Part 1
It is probably appropriate to revisit the construction and reasoning behind the Linear Regression Projection-Convolution (LRPC) system that was introduced to ITA members in January 2018. The first point to mention is that, as a measure of momentum, the slope of the Linear Regression (LR) line provides a smoother plot of momentum than the more […]
Flash Announcement
ITA Wealth Management Readers: Good news! This morning I purchased a Vanguard ETF at TDAmeritrade commission free. This will likely result in reconstruction of many investment quivers over the next few months.
Portfolio Construction: Building Momentum-Value-Size Portfolios
While the following portfolio construction model uses TD Ameritrade commission free ETFs, it is possible to fill the critical asset classes with securities from Vanguard, Fidelity, Schwab, or other discount brokers. If you examine the descriptions you will see momentum, value, and size are all included in the investment quiver. In addition, bonds, treasuries, gold, […]
Tax Tip: Worth Price of Platinum Membership
Tax tips are rare here at ITA as I am no tax expert. However, I thought I would share an idea that some of you may already doing, but other readers will find useful. The motivation for saving taxes arose due to the new tax code that in general penalizes states with progressive tax codes. […]
Recession: Is It All Talk?
Even though markets may change, good investing advice is timeless. The news is filled with talk of an impending recession. Is it real or only talk? If one goes strictly by the definition of two quarters of reduced GDP growth, then we recently had a recession. However, decline in GDP is much different than negative […]
Top Ten Investment Books
Anyone can come up with a list so here is my revised Top Ten Investment books. As you can see from shelf of books shown in the photograph below, it is not easy to narrow down the list to a mere ten. Be forewarned, this is not a list of books that focus on either […]
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