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You are here: Home / Archives for Critical Material

The Elements of Investing: Part II

March 27, 2021 By Lowell Herr

Chapter two of The Elements of Investing covers index investing.  When it comes to investing, nobody knows more than the market.  William F. Sharpe put is simply in an article many years ago when he wrote – The Arithmetic

Filed Under: Beginning Investors, Asset Allocation, Books, Critical Material, Passive vs. Active Tagged With: Beginning Investors, Books, Critical Material

How Risky is Your Portfolio? – Another Perspective

May 11, 2021 By hedgehunter

Last week, Lowell posted a blog asking the question “How Risky is Your Portfolio?”  and reminded us that portfolio returns are a function of the expected returns from the assets in our “quiver” and the risk associated with these assets as represented by their volatility. I thought

Filed Under: Critical Material, Risk Management Tagged With: Critical Material, Risk Management

Dual Momentum Investing by Gary Antonacci

May 21, 2021 By Lowell Herr

Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum.  Relative strength momentum compares the trend of one security with respect to another security.  Platinum members are familiar with this concept as we are always comparing the strength (price performance) of one ETF with another ETF.  Absolute

Filed Under: Beginning Investors, Books, Critical Material Tagged With: Beginning Investors, Books, Critical Material

Life Insurance: My Story

May 22, 2021 By Lowell Herr

Low-cost life insurance is one of the top five investments recommended by Michael Edesess et. al. in their excellent book, The 3 Simple Rules of Investing: Why Everything You’ve Heard About Investing Is Wrong  — And What To Do Instead

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Retirement Planning

Investing Rules Regardless of Investing Model

May 23, 2021 By Lowell Herr

There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don’t feel you need a large sum of money to get

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Beginning Investors, Critical Material

Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments

May 30, 2021 By hedgehunter

In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple Buy-And-Hold portfolio of ETFs that requires little or no management. 

Filed Under: Critical Material, Beginning Investors, Portfolio Construction Tagged With: Critical Material, Portfolio Construction

Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting

June 2, 2021 By hedgehunter

In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the

Filed Under: Critical Material, Risk Parity Tagged With: Critical Material, Portfolio Construction, Risk Parity

Thoughts on “Dividend Income Investing” and other Philosophical Topics.

October 10, 2021 By hedgehunter

In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled  “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 Reasons” I first want to re-iterate the point that we make all the

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors, Critical Material

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