Investors looking for a well-diversified and basic portfolio need look no further than the “Swensen Six.” Both HedgeHunter and I’ve written about David Swensen’s simple portfolio before. More references can be found by searching for Swensen on this blog. Here is the “Swensen Six” portfolio in its most basic form
Debunking Dividend Fallacies
While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject. Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha
The Nasty Mathematics of Volatility
Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started. Below is an example of why this is an important concept to consider when managing a
Over-Valued Market: Four Critical Indicators
ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued. As investors, we need to pay attention to these long-term indicators. The links below provide quick access to the numerical values backing the high valuation of the current market. These
Test Notification of New Blog Posts
Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts. As the Sysop I log on to the site every day, but this is not convenient for all readers. Apparently a new plugin upgrade reset the notification option so I set
Splitting Portfolio Into Multiple Parts
Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015. Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review waiting period. We see the rankings change
Why Focus On Value and Momentum
ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan. Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard: Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard. Check the nine asset
A Brief History of ITA Wealth Management
As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest. The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement. The last physics workshop (Project PHYSLab) concluded a 10 year run
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