ITA Wealth Management

Recent Blog Entry

Response to Comments made by ITA member (John Shelton)

In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: "Thx for the very gloomy report. From a psychological perspective, what influence do these trend parameters have on the BHS buy and sell plans? Those of us who study such things know that the Recency Bias … [Read More...]

Lifetime Membership

Lifetime ITA Membership

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. Lifetime membership is now available for $100 to new subscribers.  Below are the instructions to gain access to the Kipling spreadsheet.   Contact me at itawealth@comcast.net if interested in taking out a Lifetime membership.  Make … [Read More]

Kepler Portfolio

Kepler Portfolio Review: 2 November 2021

After over a week of travel I'm back at the blog, only to find my primary desktop computer having a tantrum.  The "blue screen of death" showed up while I was working on the Kepler Excel spreadsheet. Meanwhile, on to the Kepler update. Kepler Portfolio Below is the current Kepler portfolio and there is a lot of cash ($133,000) to invest.  That is the task this morning and how the funds are to … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Categories

Users Online

Users: Lowell Herr, Stephan Klinke, John Distasio, Randall Carter, HedgeHunter, 2 Guests, 2 Bots

Blog Archives

Why Use Index Funds?

By

The Power of Index Investing Why are 80% to 85% of all investors wrong?  Could it be the power of advertising and greed?  What do I mean when I say a high percentage of investors have it all wrong?  Simple!  The majority of investors build their … [Read more]

More Christmas Music

By

Here is one of my favorite Christmas CDs, and as you might expect, it features the Robert Shaw Chorale and Orchestra.  The Many Moods of Christmas is one of the very best collections of classical Christmas music you will find on one CD. "We … [Read more]

Why I Use ETFs Instead of Individual Stocks

By

Approximately 80% of all investors use individual stocks to populate their portfolios.  So why buck the majority trend and use index ETFs?  That is a reasonable question that merits an answer.  In fact, several answers.  Confession:  I do select a … [Read more]

Music Recommendations for 10 November 2013

By

Two music suggestions are coming your way this week as not everyone will enjoy the jazz recommendation.  Recently recommended to me was "The Complete Django Reinhard and Quintet of the Hot Club of France."  Classic Early Recordings is the closest I … [Read more]

Retirement Planning Mistake #10

By

Investors do not monitor their portfolio adequately. Rare is the investor who can place their hands on the Internal Rate of Return (IRR) of their portfolio. An even smaller percentage of investors know how well their portfolio is performing with … [Read more]

Popular Posts

General Investment News

Portfolios coming up for review are:  Bethe, Millikan, McClintock.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Current Platinum members will be grandfathered into a Lifetime Membership before the end of 2021.

Random Posts