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Recent Blog Entry

Huygens Asset Allocation Portfolio: 19 October 2026

Huygens is a classic asset allocation portfolio with the ETFs skewed toward value instead of growth.  There is also an emphasis on inflation protection and dividend generation.  The plan is for this portfolio to withstand, to some degree, a major market correction. Huygens Asset Allocation Holdings Below are the current holdings within the Huygens portfolio.  As currently constructed the … [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

Copernicus Portfolio Update: 14 September 2026

Copernicus continues to be the top performing portfolio tracked here on the ITA blog.  Two changes I made since the last review were to replace VIG with shares of RSP and SGOV.  SGOV is a short-term treasury and will overlap with SCHO.  RSP is an S&P 500 ETF, but instead of cap weighted it is an equal weight security.  In other words, RSP gives equal weight to all 500 stocks found in the … [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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