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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. 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.  A Lifetime membership grants readers access to the … [Read More]

Portfolio Management

Sector BPI Update: 30 June 2023

This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA.  Publishing only IRR data, while truthful, can be misleading when securities are held for short periods.  The following data … [Read More...]

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Portfolio Construction From Over 100 ETFs

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Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities.  Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several … [Read more]

Splitting Portfolio Into Multiple Parts

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Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015.  Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review … [Read more]

Test Notification of New Blog Posts

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Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts.  As the Sysop I log on to the site every day, but this is not convenient for all readers.  Apparently a new plugin upgrade reset the … [Read more]

Beating the Dow With Bonds

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Several years ago I wrote a review of Michael O'Higgins book, Beating the Dow With Bonds.  O'Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan's … [Read more]

Music Recommendations For Easter

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Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are … [Read more]

Over-Valued Market: Four Critical Indicators

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ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high … [Read more]

The Nasty Mathematics of Volatility

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Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started.  Below is an example of why this is an important concept to consider … [Read more]

Forum: How To Use It Efficiently

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I'll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs.  … [Read more]

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General Investment News

Portfolios coming up for review.  Huygens and Schrodinger 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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

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