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Lowell Herr's  Instablog

Lowell Herr
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Retired physics instructor and now editor of the ITA Wealth Management investment blog.
My company:
ITA Wealth Management
My blog:
ITA Wealth Management
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  • Building A Portfolio Using Only Five (5) ETFs

    Here is the link to a blog post I wrote on building a very simple five (5) ETF portfolio that covers the globe.

    This is a low-cost starter portfolio that could also be a "finisher."

    Disclosure: I am long VTI, VEA, VWO, VNQ.

    Apr 16 8:25 AM | Link | Comment!
  • Ranking ETFs For Portfolio Update

    When reviewing and updating a portfolio, one of the first preparation operations is to rank the ETFs used to populate a portfolio. Thirty one ETFs are included in the following table.

    ETF Rankings: Readers will note SHY has a red background and that is to identify what ETFs are performing better than the SHY ETF, our cutoff security. In addition to the overall rank, we also pay attention to the various Exponential Moving Averages (EMAs) as well as the Absolute Acceleration. The "Golden Cross" is identifed in the X/O column. If the 13-Day EMA is priced above the 49-Day EMA, the ETF receives a + notation and if the 13-Day EMA is priced below the 49-Day EMA the notation is negative (-).

    This table is used as a foundation for determining what percentage to invest in each ETF or security included in the ranking table. That process is explained in greater detail on my blog at this URL.

    (click to enlarge)

    Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in VTI, VTV, VOE, VBR, VUG, VOT, VBK, VEA, VNQ, SHY, VNQ, RWX over the next 72 hours.

    Additional disclosure: I hold almost all the ETFs shown in the table. In some cases it is only a few shares so I can calculate the ITA Index, a customized portfolio benchmark.

    Nov 11 2:30 PM | Link | 4 Comments
  • Importance And Evidence Of Rebalancing: Feynman Study - Part 4

    Investors interested in the importance of rebalancing will find Part 4 of The Feynman Study of interest. This information can be found by using the following link.

    A Platinum membership ($5.00 per month) is required to secure the links to the Word documents.

    Access to the first three parts of the study are found by going to the Categories pull-down menu and clicking on Feynman Portfolio.

    Additional parts to this study will show up over the next few weeks, and of particular interest will be the momentum study.


    Jul 27 4:11 PM | Link | Comment!
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