Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site. The debate frequently involves the very basics of portfolio construction. Does one use individual stocks, mutual funds, or ETFs to populate portfolios? This is a fundamental question. Here at ITA Wealth Management we use, almost […]
Archives for 2021
Merry Christmas: 2021
Merry Christmas Sending Season Greetings to all ITA readers. Let’s hope for and plan on a less stressful 2022, although it will be difficult to repeat the 2021 bull market. I selected a toy engine (not Lionel) as the photograph since Lionel trains were big in our house during the month of December. As small […]
2021 in Review
The following short photo show is a brief review of 2021 events. Although a tad early, I’m sending out Holiday Wishes to all ITA readers. Merry Christmas and a Happy New Year.
Beginning to Advanced Investors: 4 December 2021
There are times when one needs to step out of the weeds of investing and take a fresh look at portfolio construction. Most readers of ITA Wealth Management have been with us for a number of years, some going as far back to 2008 when this blog was first launched. The basics of investing do […]
Photo Enhancement: Where Condors Soar
On a recent trip to Southern California, when traveling south on Route #101, the GPS recommended moving off #101 and taking a more mountainous road, Route #154. Intuitively, this seemed like a false recommendation. Why leave a four-lane highway for a winding two lane road. Route #154 is actually shorter than if one remains on […]
If Only I Had Been Smart Enough …..
In my recent Rutherford Review Post I spent a little time describing some of the features of Fibonacci Technical Analysis. I mentioned that I don’t usually use this analysis for Investment purposes (other than, maybe, to help me set stop loss orders) but that I sometimes use it for other “trades”. For fun, since I […]
Using Volatility as a Diversifier and a Portfolio Hedge
One of the biggest challenges in Portfolio Construction results from the desire to generate positive returns (within acceptable volatility limits) under any/all market conditions. Our overall objectives are to generate maximum returns with minimum risk. But returns and risk are inexorably linked – with returns tending to be reduced as we reduce risk. We are […]
Thoughts on “Dividend Income Investing” and other Philosophical Topics.
In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 Reasons” I first want to re-iterate the point that we make all the time on this site – no single system will perform better than […]
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