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 When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio growth.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...]
The Argument for Self-Management
ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios. Numerous models are explained and updated each month. These models vary from the very simple to a few that are more … [Read more]
Photographic Software Hints
ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful. Here are a few suggestions. I've been a Lightroom user from Version 1 on and it will be difficult to move away from … [Read more]
Using Rotation Data in an Investment Strategy Model
Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general … [Read more]
Bohr Portfolio Review: 24 August 2022
Bohr is one of the growth-income portfolios that is essentially a passive portfolio. Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio. While the Kipling spreadsheet is used … [Read more]
McClintock Portfolio Review: 16 August 2022
Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio. This morning the McCormick is up for review and the performance is quite different. Chalk the difference up to the luck-of-review-day rather than the particular investing … [Read more]
Notification Test
Notification test. This is a simple test to see if MailPoet, a new notification plugin is working. Leave a comment if you received this notification. You may first need to subscribe for notifications. I think this plugin is setup so you can … [Read more]
Schrodinger Portfolio Review: 21 July 2022
The often touted Schrodinger is again up for review. I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models. As a result, one can use the Schrodinger or a similar … [Read more]
McClintock Portfolio Review: 10 June 2022
McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management. Is this investing model doing an adequate job for the owner of this portfolio? Follow along as I walk through the review or updating process. If there are … [Read more]
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