ITA Wealth Management

Recent Blog Entry

Bohr Portfolio Review: 12 July 2025

When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted.  That is what happened to both the Bohr and Einstein portfolios.  The owners of each needed funds for education and other emergencies.  When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio growth. … [Read More...]

Membership

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. 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]

Critical Material

Investing Rules Regardless of Investing Model

There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don't feel you need a large sum of money to get … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Categories

Blog Archives

Pay Attention to Fees: 8 June 2023

By

While I've written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an "endowment" on the doorstep of an active manager.  A few readers will remember load funds where the cost to gain access to a … [Read more]

Copernicus Portfolio Review: 7 June 2023

By

Portfolios fall into two major categories, actively managed or passively managed.  The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities.  Only add or purchase Exchanged Traded Funds (ETFs) and only sell in … [Read more]

Darwin Portfolio Review: 2 June 2023

By

The Darwin Portfolio is an "All-Weather" portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large "jumps" correspond to periodic allocation adjustments to risk parity … [Read more]

Hawking Portfolio Review: 2 June 2023

By

The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it's lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings … [Read more]

Bullish Percent Indicators: 2 June 2023

By

Friday's strong market turned out to be a positive injection for the U.S. Equities market.  International ETFs benefited as well.  This reaction to the debt limit solution is reflected in the first screenshot below.  What is somewhat surprising is … [Read more]

Popular Posts

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling are the critical portfolios next up for review.  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.

This blog is free to all who signup as a Guest.

Random Posts