This ITA Wealth Management blog has been chugging along for approximately 16.5 years. Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model. While I loosely used this model
If Starting Over
What advice would I pass on to a beginning investor? Is this advice applicable for a retired investor? You be the judge. Investing does not require a finance degree from the University of Chicago. For starters, check out this video to see just how simple it really is. To broaden
Portfolio Summary: 16 January 2023
This blog post is a review for long-time members. New members may not be aware of the different investing models used here at ITA. The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio: I begin
ITA Portfolios: Breaking The Models Into Groups
Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen portfolios are reviewed at least every 33 calendar days. Several, such as the
Just Received My First Paycheck
I’m 25 years old and I just received my first paycheck. What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth IRA
What Is Working?
After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios. Which of the eighteen (18) ITA portfolios rank high on a return basis
The Argument for Self-Management
ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios. Numerous models are explained and updated each month. These models vary from the very simple to a few that are more complex. Complex is
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
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