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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]

Passive vs. Active

Schrodinger Portfolio Review: 15 March 2023

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term … [Read More...]

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A Brief History of ITA Wealth Management

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As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest.  The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement.  The last physics workshop (Project PHYSLab) … [Read more]

Time To Bang The Retirement Drum – Again

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"Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren't saving enough..."  So writes Stan Choe in an Associated Press article.  Check out the Retirement Planning category … [Read more]

Why Focus On Value and Momentum

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ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan.  Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard:  Schrodinger's … [Read more]

Retirement Plan: Am I On Track?

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Retirement planning is a primary motivator for saving and setting up an investment portfolio.  Are there any saving guidelines for the individual investor?  Below are a few and I suggest you check out William Bernstein's words of wisdom.  Search … [Read more]

September Music Recommendation

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September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one.  After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare … [Read more]

Five Habits of People In Debt

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5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help … [Read more]

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]

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Portfolios coming up for review.  McClintock, Pauling, and Copernicus 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.

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