The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post. One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio. VTIP and VTI are still well below the "in balance" percentages. Since … [Read More...]
Bohr Portfolio Review: 16 June 2022
Bohr is a growth-income combo portfolio that is taking a beating in today's down market. This is a Buy & Hold portfolio so there is no effort to provide downside protection. Unlike the Dual Momentum™ and Relative Momentum portfolios, the Bohr … [Read more]
McClintock Portfolio Review: 10 June 2022
McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management. Is this investing model doing an adequate job for the owner of this portfolio? Follow along as I walk through the review or updating process. If there are … [Read more]
Millikan Portfolio Review: 3 June 2022
In addition to reviewing the Millikan portfolio, this blog post will also provide readers with some clues as to how to manage a Relative Strength or Relative Momentum portfolio over the next few months. This portfolio is built around the principles … [Read more]
How To Handle This Selloff: 18 May 2022
With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff? Let's take a simple example. These suggestions assume cash is available. Eventually the market will come back. As long as … [Read more]
Learning More About Options
This post is a follow-up to comments/requests made in response to my recent post on "Protecting Portfolio Performance" (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject - but understanding … [Read more]
Protecting Portfolio Performance
We are all conscious of the fact that US Equity markets have been in a strong bullish trend since the financial crisis of 2008. With the exception of the 2020 Covid-19 correction - a ~20% pullback in prices from which we recovered very quickly - we … [Read more]
Activities This Week
This week looks to be a quiet one as only the Kepler and Franklin are scheduled for review. If the market continues its volatile ways, and I expect it will, I'll update a few other portfolios to make sure they are set properly for what is likely to … [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]
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