Before the year ends I want to slip in one more performance data table. Not many portfolios were reviewed since the last update, but this does include the Carson Trio, reviewed today. Once 4th quarter dividends are in I will be updating portfolios before their scheduled update in order to keep the table current. Another […]
Asset Allocation and Market Factors
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 […]
Schrodinger Update: 30 December 2021
Before rolling into 2022 I want to update the Schrodinger as a number of shares were added to this portfolio. Not all year-end dividends are reported, but many were and those dividends were converted into shares in this computer managed portfolio. This is my experimental “do nothing” portfolio as I don’t do anything other than […]
Preparing Investments for 2022
As we near the end of 2021, now is a good time to look forward and plan your investment strategies for 2022. Assume returns for 2022 will not match those of 2021 as there is an abundance of uncertainty lurking on the horizon. The pandemic will likely continue and nothing short of our democracy is […]
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.
Huygens Portfolio Review: 6 December 2021
Huygens is the portfolio up for a complete review this morning. This portfolio is patterned after the Hawking, the first of this kind on the ITA site developed by Hedgehunter a few months ago. The Hawking and Huygens are income oriented portfolios and are most effectively used with tax deferred accounts. The owner of this […]
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 […]
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