Schrodinger is the only Robo Advisor or computer managed portfolio followed here on the ITA blog. This portfolio was initially established as an answer to the question, “Who Will Manage the Family Portfolio When You Die?” The answer was, place the money in a Robo Advisor account as the computer makes all the investment decisions. […]
Bohr Portfolio Review: 22 September 2022
Bohr is a Buy and Hold style portfolio where the investment quiver is made up of a group of ETFs designed to produce growth and another group of Closed-End-Funds set up to produce income. Think of the Bohr as a blend style portfolio. The Bethe is a similar style portfolio. Don’t miss the article referenced […]
McClintock Portfolio Review: 19 September 2022
McClintock is one of four Dual Momentum™ portfolios and one of the better performers. With the market up slightly this morning, what advice is likely to come out of the Dual Momentum recommendation. Follow along for more information.
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 defined as requiring more judgment and decisions vs. Buy and […]
Photographic Software Hints
ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful. Here are a few suggestions. I’ve been a Lightroom user from Version 1 on and it will be difficult to move away from Adobe, but that is where I am going after […]
Using Rotation Data in an Investment Strategy Model
Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general clockwise rotation of momentum over time (the length of the tail). If we accept that […]
Bohr Portfolio Review: 24 August 2022
Bohr is one of the growth-income portfolios that is essentially a passive portfolio. Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio. While the Kipling spreadsheet is used to keep track of the asset allocations, it is not used in the same way […]
McClintock Portfolio Review: 16 August 2022
Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio. This morning the McCormick is up for review and the performance is quite different. Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND). […]
Millikan Portfolio Review: 8 August 2022
This week three different investing models are scheduled for review. The Millikan, reviewed in this post, is known as a Relative Strength or Relative Momentum portfolio. Later in the week I will update the Copernicus, a strictly U.S. Equity portfolio with a “no sell” policy. The third investing model to be reviewed is the Bethe. […]
Notification Test
Notification test. This is a simple test to see if MailPoet, a new notification plugin is working. Leave a comment if you received this notification. You may first need to subscribe for notifications. I think this plugin is setup so you can cancel at anything so you do not receive any notifications. Once I […]
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