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Recent Blog Entry

Copernicus Portfolio Update: 18 August 2026

For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs.  In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily in mega-cap growth companies.  This move may have been early, but the warning flags are flying indicating some sort of correct is on the near … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Rutherford Portfolio Review (Tranche 3): 27 January 2023

It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all other major asset classes except for US Real estate: Current holdings in the Rutherford Portfolio look like this: and performance, year-to-date, like … [Read More...]

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Questions To Ask Before You Hire A Professional Money Manager

August 25, 2013 By Lowell Herr

What To Look For When Selecting A Money Manager In The Investment Answer, authors Daniel Goldie and Gordon Murray pose five critical decisions facing investors.  Decision #1 is - The Do-It-Yourself Decision.  Will you manage your own portfolio or … [Read more]

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