What size portfolio is required for a comfortable retirement? There are numerous variables to consider. Here is an example for our fictitious couple. We begin with current data on what the average retirement annual salary is and what the average household is living on in the United States. Looking up this data, I found that the average retirement income is $50,200 per year and the average … [Read More...]
The Golden Rule of Investing
The Golden Rule of Investing is simply, “Save as much as you can as early as you can.” The operative word is early. William J. Bernstein lays it out in stark language in his book, “The Investor’s Manifesto“ where he writes, “Each dollar you do not … [Read more]
New Content Notification
Several readers contacted me about new blog post notifications. New content was not reaching readers unless they logged into ITA Wealth Management. This post is a test of a new plugin to see if this note reaches ITA readers. If you see this post … [Read more]
Rutherford Portfolio Review (Tranche 5) – 12 March 2021
It was a bullish week in the US Equity markets with the S&P 500 closing the week ~2.6% higher than last week's close and at all-time highs: The closes on the last 2 days were also outside the Expected Move (EM) for the week and volatility … [Read more]
Portfolio Benchmarking: Looking Beyond Portfolio Returns
In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking. Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link to one benchmarking article. Check it … [Read more]
Gauss Portfolio Review: 10 March 2021
Gauss is the portfolio up for review this morning. With a rising market, fewer securities are showing up as a Buy. While I think the Relief Bill will help the stock market move forward, I'll continue to take a conservative approach with the Gauss … [Read more]
Where Did All The Posts Go?
If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct. I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful. I was doing … [Read more]
Walking Through a Kepler Review for New Subscribers: 2 March 2021
This blog post is primarily for new ITA readers who not familiar with the Kipling spreadsheet. With few exceptions, I'll stick to the "default" settings in this analysis. Kepler Main Menu Beginning with the Main Menu, the "default" settings … [Read more]
Dirac Portfolio Review: 26 February 2021
The Dirac portfolio is the only portfolio reviewed on this site that is built from individual stocks, rather than from Funds of stock, and the recent high volatility and pullback in US equity prices has taken it's toll on the portfolio as numerous … [Read more]
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