Galileo is the first portfolio to be reviewed in the second half of 2021. The Galileo is one of several Dual Momentum™ portfolios and thus far this investing model has been one of the most successful. In addition to doing quite well, DM portfolios are easy to manage. Second to the Robo Advisor account (Schrodinger) […]
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 engine. Look for the little magnifier in the upper right-hand corner of the page or […]
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) Months of June through October don’t have the best historical records for average […]
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 I’ll leave them in the portfolio until VEU is […]
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 need a large sum of money to get started. Keep costs to a minimum. Morningstar […]
Life Insurance: My Story
Low-cost life insurance is one of the top five investments recommended by Michael Edesess et. al. in their excellent book, The 3 Simple Rules of Investing: Why Everything You’ve Heard About Investing Is Wrong — And What To Do Instead. Here are the five recommendations in this book. Invest in TIPs (TIP) Invest in a […]
Dual Momentum Investing by Gary Antonacci
Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum. Relative strength momentum compares the trend of one security with respect to another security. Platinum members are familiar with this concept as we are always comparing the strength (price performance) of one ETF with another ETF. Absolute momentum or absolute acceleration examines the […]
Retirement Requirements: May 2021
What size portfolio is required for a comfortable retirement? There are numerous variables to consider. Here is an example for our fictitious couple. We begin with current data on what the average retirement annual salary is and what the average household is living on in the United States. Looking up this data, I found that […]
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