Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Sector Investing: A Simple Approach
Occasionally, I'll encounter an ITA reader who is interested in constructing a portfolio around sectors. Those who have read Gary Antonacci's book, Dual Momentum Investing may recall him stating the following. "My favorite dual momentum strategy is … [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]
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