We are all conscious of the fact that US Equity markets have been in a strong bullish trend since the financial crisis of 2008. With the exception of the 2020 Covid-19 correction – a ~20% pullback in prices from which we recovered very quickly – we have not seen a draw-down of greater than 18% […]
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 […]
Response to Comments made by ITA member (John Shelton)
In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: “Thx for the very gloomy report. From a psychological perspective, what influence do these trend parameters have on the BHS buy and sell plans? Those of us who study such things know that the Recency Bias would […]
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 […]
Hindsight is 2021 – A Year-End Retrospective and Lessons for 2022
Portfolio Construction The following screenshot tells us almost all we really need to know about 2021 – it was a great year to invest in US equities: The S&P 500 Index was up 29% on the year with 70 new highs on the way up and only two (short-lived) corrections of over 4%. Likewise, the […]
Happy New Year – 2022
Happy New Year In addition to wishing everyone a Happy New Year, this is a test to see if this post is received by everyone classified as a Subscriber. All registered users are now so classified. If you prefer not to receive notifications of new blog posts (assuming notifications is now working), contact me and […]
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 […]
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 […]
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