Several days ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month. What advice would I pass on to such an investor? The first bit of advice is to read all the Beginning Investor posts on this blog and then set up
Diversification Guidelines: Size of Portfolio and How Many ETFs
The following recommendations are only guidelines as each investor needs to be comfortable with the number of ETFs used to diversify a portfolios. For example, I’m not comfortable concentrating a one million dollar portfolio in one or two ETFs. If the ETF were VT or VTI, then it is not
The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style. There are five primary sections to this book and they are as follows. It All Starts With Saving Index Diversify Avoid Blunders Keep It Simple There are many
What Is On The Other Side Of The 3 x 5 Card?
What is on the other side of the 3 x 5 investment card that you can make use of as an investor? To capitalize on this information, go back and read the basics found on the 3 x 5 card. The links to these two blogs provide overall
Dual Momentum Over Past Year – February 2020 – February 2021
This coming week two Dual Momentum portfolio are scheduled for a complete review. Those two portfolios are: Galileo and Pauling. For investors interested in more information on the Dual Momentum model, I’ve written a number of articles on this model over on Seeking Alpha. Here is one link that provides readers with a good start […]
Constructing The Family Portfolio
This is old material for long-time readers, but may be new to folks who have joined ITA in the last six months. If you have been following this blog for some time you know there are numerous models explained and reviewed here on a regular (monthly) basis. The
Gauss Portfolio Review: 13 April 2021
Gauss is the portfolio up for review this morning. I think of this portfolio as one of the Relative Strength or Tranche Momentum portfolios. The other two main models followed here at ITA are: Dual Momentum and Asset Allocation. These models do not
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
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