Rutherford Portfolio Back-Tests

A Platinum member recently asked me if I would Post the results of back-tests on the 10-asset Rutherford Portfolio, so I started to prepare the Post based on back-tests that I had already performed. These back-tests focused on a new … [Read more]

MEDA and KIVA: Lending a Helping Hand

"The poor stay poor not because they are lazy, but because they have no access to capital."                             - Milton Friedman In addition to providing investment advice to interested readers, ITA Wealth Management invests in small … [Read more]