Bohr is a growth-income combo portfolio that is taking a beating in today’s down market. This is a Buy & Hold portfolio so there is no effort to provide downside protection. Unlike the Dual Momentum™ and Relative Momentum portfolios, the Bohr will ride the waves of market storms. When the market recovers, this style portfolio […]
McClintock Portfolio Review: 10 June 2022
McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management. Is this investing model doing an adequate job for the owner of this portfolio? Follow along as I walk through the review or updating process. If there are new readers who are not familiar with the Dual Momentum model, it is […]
Millikan Portfolio Review: 3 June 2022
In addition to reviewing the Millikan portfolio, this blog post will also provide readers with some clues as to how to manage a Relative Strength or Relative Momentum portfolio over the next few months. This portfolio is built around the principles of asset allocation and market factors. This is evident when one looks over the […]
How To Handle This Selloff: 18 May 2022
With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff? Let’s take a simple example. These suggestions assume cash is available. Eventually the market will come back. As long as the inflation is this high and approaching 10%, the market is not going to […]
Activities This Week
This week looks to be a quiet one as only the Kepler and Franklin are scheduled for review. If the market continues its volatile ways, and I expect it will, I’ll update a few other portfolios to make sure they are set properly for what is likely to be a rocky spring and summer. One […]
Investment Policy Statement: February 2022
The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing “[An investment] policy is the most powerful antidote to panic. The best shield for long-term policies against the outrageous attacks of acute short-term data […]
The True Cost of Management Fees
Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts. Regardless, it is time to go through the mathematics of management fees. Let’s walk through an example. Here are the critical assumptions to consider. I will neglect […]
Photography: Grass Valley Church
Readers who appreciate photography may enjoy viewing and comparing images of an abandoned church in Grass Valley, Oregon. Above is the original image as it came out of a Canon full-frame camera. No adjustments were made with this photo and as you can see, it is on the dark side. In the above photograph, I […]
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