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Recent Blog Entry

Gifting a Grandchild

What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren?  To begin the discussion, assume the proposed gift is $25,000.  Should it be given as a lump sum or spread out over a period of time? Here are … [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]

Critical Material

Revisiting The “Swensen Six” Portfolio

Investors looking for a well-diversified and basic portfolio need look no further than the "Swensen Six."  Both HedgeHunter and I've written about David Swensen's simple portfolio before.  More references can be found by searching for Swensen on this blog.  Here is the "Swensen Six" portfolio in its most basic form … [Read More...]

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2021 in Review

December 15, 2021 By Lowell Herr

  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]

Beginning to Advanced Investors: 4 December 2021

December 4, 2021 By Lowell Herr

There are times when one needs to step out of the weeds of investing and take a fresh look at portfolio construction.  Most readers of ITA Wealth Management have been with us for a number of years, some going as far back to 2008 when this blog … [Read more]

Photo Enhancement: Where Condors Soar

November 7, 2021 By Lowell Herr

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 …..

November 6, 2021 By hedgehunter

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]

Using Volatility as a Diversifier and a Portfolio Hedge

November 1, 2021 By hedgehunter

One of the biggest challenges in Portfolio Construction results from the desire to generate positive returns (within acceptable volatility limits) under any/all market conditions. Our overall objectives are to generate maximum returns with minimum … [Read more]

Thoughts on “Dividend Income Investing” and other Philosophical Topics.

October 10, 2021 By hedgehunter

In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled  “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 … [Read more]

Photo Enhancement Example

October 3, 2021 By Lowell Herr

“Photography is the story I fail to put into words.” - Destin Sparks The photograph I'm using is one I made before the The photograph I'm using is one I made before the If there happens to be an ITA reader who has an interest in … [Read more]

Working With New Gutenberg Editor

September 21, 2021 By Lowell Herr

"You don't take a photograph, you make it." - Ansel Adams By 2022 Wordpress developers will no longer support the classic Wordpress editor. Instead, users of this software will be forced to use what is known as the Gutenberg Block Editor. If you … [Read more]

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Portfolios coming up for review.  Kepler, Carson, Millikan 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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