ITA Wealth Management

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Bohr Portfolio Review: 6 May 2025

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.  As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently … [Read More...]

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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]

Passive vs. Active

Index vs. Passive Investing

Harold R. Evensky, in his Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets book, makes a distinction between index and passive investing.  Few readers are unaware of the differences between active and passive management, but the subtle definitions between index and passive management deserves some attention. … [Read More...]

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Happy New Year – 2022

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Happy New Year In addition to wishing everyone a Happy New Year, this is a test to see if this post is received by everyone classified as a Subscriber.  All registered users are now so classified. If you prefer not to receive notifications of … [Read more]

Asset Allocation and Market Factors

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Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site.  The debate frequently involves the very basics of portfolio construction.  Does one use individual stocks, mutual funds, … [Read more]

Merry Christmas: 2021

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Merry Christmas Sending Season Greetings to all ITA readers.  Let's hope for and plan on a less stressful 2022, although it will be difficult to repeat the 2021 bull market. I selected a toy engine (not Lionel) as the photograph since … [Read more]

2021 in Review

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  The following short photo show is a brief review of 2021 events.  Although a tad early, I'm sending out Holiday Wishes to all ITA readers. https://www.youtube.com/watch?v=owfAspUPr8Y Merry Christmas and a Happy New Year. … [Read more]

Photo Enhancement: Where Condors Soar

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On a recent trip to Southern California, when traveling south on Route #101, the GPS recommended moving off #101 and taking a more mountainous road, Route #154.  Intuitively, this seemed like a false recommendation.  Why leave a four-lane highway for … [Read more]

If Only I Had Been Smart Enough …..

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In my recent Rutherford Review Post I spent a little time describing some of the features of Fibonacci Technical Analysis. I mentioned that I don't usually use this analysis for Investment purposes (other than, maybe, to help me set stop loss orders) … [Read more]

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Portfolios coming up for review.  Carson, 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.

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