As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [Read More...]
Checking Up On McClintock: 5 October 2022
Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities. Not so with the … [Read more]
Just Received My First Paycheck
I'm 25 years old and I just received my first paycheck. What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth … [Read more]
What Is Working?
After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios. Which of the eighteen (18) ITA portfolios rank high on a return basis and which rank high … [Read more]
Kepler Portfolio Review: 26 September 2022
Kepler, one of the Relative Strength or Relative Momentum portfolios is up for review this morning. Now that we are very close to the end of the third quarter, and this pertains to the close of any quarter, I'm reluctant to make any major changes. … [Read more]
Schrodinger Portfolio Review: 23 September 2022
Schrodinger is the only Robo Advisor or computer managed portfolio followed here on the ITA blog. This portfolio was initially established as an answer to the question, "Who Will Manage the Family Portfolio When You Die?" The answer was, place the … [Read more]
Bohr Portfolio Review: 22 September 2022
Bohr is a Buy and Hold style portfolio where the investment quiver is made up of a group of ETFs designed to produce growth and another group of Closed-End-Funds set up to produce income. Think of the Bohr as a blend style portfolio. The Bethe is a … [Read more]
McClintock Portfolio Review: 19 September 2022
McClintock is one of four Dual Momentum™ portfolios and one of the better performers. With the market up slightly this morning, what advice is likely to come out of the Dual Momentum recommendation. Follow along for more information. … [Read more]
The Argument for Self-Management
ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios. Numerous models are explained and updated each month. These models vary from the very simple to a few that are more … [Read more]
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