Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum. Check the Forum on a regular bases for up-to-date information. No … [Read More...]
Investing 101
Beginning Investors It is not unusual to read or hear someone say - "I don't understand what you are talking about." When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic … [Read more]
A Brief History of ITA Wealth Management
As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest. The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement. The last physics workshop (Project PHYSLab) … [Read more]
Time To Bang The Retirement Drum – Again
"Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren't saving enough..." So writes Stan Choe in an Associated Press article. Check out the Retirement Planning category … [Read more]
Why Focus On Value and Momentum
ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan. Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard: Schrodinger's … [Read more]
Dividend Oriented Investors Portfolio
Dividend Oriented Portfolio Investors interested in constructing a dividend oriented portfolio will find this blog of interest. The thirteen (13) ETFs plus SHY that make up this dividend driven portfolio provide global diversification as well as … [Read more]
Retirement Plan: Am I On Track?
Retirement planning is a primary motivator for saving and setting up an investment portfolio. Are there any saving guidelines for the individual investor? Below are a few and I suggest you check out William Bernstein's words of wisdom. Search … [Read more]
September Music Recommendation
September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one. After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare … [Read more]
Stock Update: One Well Known Stock Makes The Cut
The value-momentum screen is quite restrictive and that is why so few stocks ever make the final cut. With several momentum and value screens plus an F-Score of 7 required, only three companies make the list this week. … [Read more]
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