ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
General Discussions
New investor: expec...
 
Notifications
Clear all

New investor: expectations issue

 
General Discussions
Last Post by Lowell Herr 5 years ago
2 Posts
2 Users
0 Reactions
1,400 Views
Sticky
RSS
Forum 1
 william phillips
(@williamphillips)
New Member
Joined: 5 years ago
Posts: 1
Topic starter October 28, 2021 9:53 AM  

I love the idea of a website that is an alternative to the financial advisor. I don't need help with legacy planning. What I need is a disciplined approach that I can actually execute in my ira accounts. Financial advisors underperform, and even more so after net of fees. Currently, i use etfscreen.com for ranking different groups of broadly based etfs (style/cap, dividend growth, international, active vanguard, factor). I aim for diversification, nothing granular, selecting positions either above 75 percentile rank, or those that I see moving up in rotation. For international and small caps i have mutual funds along with etfs. Rebalancing is never done, except in an account dedicated to a few balanced mutual funds and world mutual funds where i presume it is done within each of the mutual funds.  Generally, it is hit and miss for  buys and sells. My five year return is about 10% and volatility is fairly high. Exposure to value and international has kept me from having a higher return. Currently, my style/cap box is lower right of the large cap blend box which leans slightly toward growth and mid/small caps.

I would like to find strategy models here that I can easily follow..but am i expecting too much? I would actually need to see my choices with a simple explanation of the underlying rules, performance chart over time, and a means to get alerts for buys/sells. If this website is mostly educational oriented whereby I need to set up spread sheets on my own, I don't have the necessary skills or temperament. 

At this point, I'm not doing so well with navigating the website. Maybe it's because I have the wrong expectations. 



   
Quote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 779
October 28, 2021 2:53 PM  

William,

As explained in some recent blog posts, the portfolios I track fall into several broad categories.  They are:

  • Asset Allocation or Buy-Hold-Rebalance.
  • Income - Hawking and Huygen are examples.
  • Relative Strength and these portfolios require the Kipling SS to monitor and manage.
  • Dual Momentum and there are at least four.  The Kipling SS is critical for these portfolios as well.
  • Hedgehunter will be reviewing a number of portfolios this weekend so check those out when they appear.

One suggestion is to follow the reviews for at least one cycle or 33 calendar days.  Then select one or two portfolios you find interesting and fits your investing personality.  Perhaps none will meet your requirements.

Buy and Sell recommendations are not made in advance.  Rather, recommendations show up on the day the portfolio review is posted.

I'm still traveling until early next week so assume there will be numerous portfolio reviews to follow.

Look for the Schrodinger review to appear tomorrow as I prepared that Asset Allocation portfolio before I left on this trip.

Lowell

 



   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  

Search Blog

Recent Posts

  • Kepler Portfolio Review: 8 October 2026
  • Pauling Portfolio Update: 6 October 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 685 Topics
  • 857 Posts
  • 38 Online
  • 292 Members
Our newest member: Bob
Latest Post: Access to Dirac Post
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

 Powered by wpForo version 3.2.2

(Visited 74,799 times, 6,752 visits today)

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Kepler Portfolio Review: 8 October 2026 October 8, 2026
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026
  • Schrodinger Portfolio Update: 2 October 2026 October 2, 2026
  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026

Recent Comments

  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
  • Dual Momentum Investing by Gary Antonacci
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Financial Repression: Part 1
  • Schrodinger Portfolio Update: 2 October 2026
  • Bohr Portfolio Review: 7 July 2026
  • Einstein Portfolio Update: 14 July 2026

General Investment News

Portfolios coming up for review.  Carson, Pauling, and Kepler are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • McClintock Sector BPI Portfolio Review: 11 November 2025
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Bohr Portfolio Review: 18 February 2026
  • Copernicus Portfolio Review: 13 May 2024
  • Rutherford-Darwin Portfolio Review: 21 March 2025
  • Kepler Portfolio Review: 15 October 2025
  • Pauling Asset Allocation Portfolio Review: 10 October 2024
  • Schrodinger Interim Update: 19 October 2022
  • McClintock Sector BPI Portfolio Review: 30 September 2024
  • Bullish Percent Indicators: 9 June 2023
  • Millikan Asset Allocation Portfolio Review: 6 November 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.