Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Mormon Barn – Grand Tetons National Park
The barn shown below is a much photographed site on Mormon Row in Grand Tetons National Park. The image was made using a Canon 5D Mark II. I've since moved to the Olympus 4/3 cameras. More on this later. Camera settings were as follows: ISO … [Read more]
Photographs On Display
While ITA Wealth Management is an investment site, I take liberties at times to add music recommendations and this morning I set up a new category for photographs. There may be a few photographers in the group that would enjoying sharing ideas and … [Read more]
New to ITA Wealth Management?
Are you new to ITA Wealth Management? If so, here are a few hints to effectively use this blog site. Find the Category "Beginning Investors" and read that material. Use Category to find "Critical Material." Make use of the Search … [Read more]
Constructing a “Core” Investment Portfolio: Part 4 – Fixed Allocation Rebalancing or Risk Parity and Volatility Targeting?
In parts 2 and 3 of this series I described how we might manage our core portfolio by either rebalancing to a fixed asset allocation or by adjusting allocations based on changing volatilities. The two options are not complimentary, so we need to … [Read more]
Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
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 portfolio so … [Read more]
Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
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 … [Read more]
Constructing a “Core” Investment Portfolio : Part 1 – Buy And Hold
In this series of posts I will attempt to explain how a new investor might go about constructing a “core” portfolio that requires minimum maintenance. I will try to explain why we might want to use certain asset types from which to construct this … [Read more]
Investing Rules Regardless of Investing Model
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 … [Read more]
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