Are you new to ITA Wealth Management? If so, here are a few hints to effectively use this blog site. Find the Category "Beginning Investors" and read that material. Use Category to find "Critical Material." Make use of the Search engine. Look for the little magnifier in the upper right-hand corner of the page or use the search radio button. When looking for something of … [Read More...]
New to ITA Wealth Management?
Are you new to ITA Wealth Management? If so, here are a few hints to effectively use this blog site. Find the Category "Beginning Investors" and read that material. Use Category to find "Critical Material." Make use of the Search … [Read more]
Kepler Portfolio: An Interim Look – 4 June 2021
With the regularly scheduled review more than a week away, I am examining the Kepler to make sure the portfolio is closely aligned with the BHS recommendations. Caution is foremost in my thinking going into the summer months for two reasons. 1) … [Read more]
Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the portfolio so … [Read more]
Galileo Portfolio Review: 1 June 2021
Galileo is the Dual Momentum portfolio up for review this morning. No changes are recommended as readers will see in a moment. Due to a tie some months ago, two (2) shares of VEU remain in the Galileo. These two shares are not worth selling so … [Read more]
Dirac Portfolio Review – 28 May 2021
I am presently in the process of moving funds around a bit - and I also have to make mandatory withdrawals from some of my retirement accounts - so this is one portfolio that gets affected. Although the Dirac portfolio was last year's best … [Read more]
Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple … [Read more]
Bullish Percent Indicators: 21 May 2021
Check out the May Bullish Percent Indicators. As you look over the following two screenshots, use the X's and O's on the right side as a quick overview of what is happening to U.S. Equities. I pay most attention to the NYSE and NASDAQ indexes as … [Read more]
Investing Rules Regardless of Investing Model
There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don't feel you … [Read more]
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