Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab. This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times. I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [Read More...]
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 … [Read more]
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 … [Read more]
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 … [Read more]
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 … [Read more]
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 … [Read more]
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 … [Read more]
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, … [Read more]
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 … [Read more]
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