ITA Wealth Management

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Darwin 2026: 2 January 2026

I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list ("quiver") and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have … [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]

Books

Dual Momentum Investing by Gary Antonacci

Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum.  Relative strength momentum compares the trend of one security with respect to another security.  Platinum members are familiar with this concept as we are always comparing the strength (price performance) of one ETF with another ETF.  Absolute … [Read More...]

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The Argument for Self-Management

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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

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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]

Bohr Portfolio Review: 24 August 2022

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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

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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

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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

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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

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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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General Investment News

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