The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis. I've deviated from that original plan slightly as the current market is overvalued or as we say, overbought. However, … [Read More...]
New Carson Launched: 4 November 2022
Welcome to the new Carson portfolio. With the advent of the Carson we add another investing model to our arsenal. With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios. The … [Read more]
Carson Portfolio: Creating A New Investing Model – Sector BPI
Coming sometime over the next two month is a new investing model. I'll classify it as a Bullish Percent Indicator ETF Sector Model. I've hinted at this approach from time to time, but have not laid out the investing strategy in detail. I … [Read more]
Copernicus Portfolio Review: 19 October 2022
Copernicus is the portfolio on the dock for updating this morning. While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices. This is what the young investor needs to … [Read more]
On1 Photo RAW Hints: 6 October 2022
For ease of post-processing photographs, I find On1 Photo RAW and Luminar Neo to be among the easiest and most powerful tools available. I recently canceled my subscription to Adobe as I found I was using Lightroom less and less. If you love … [Read more]
Checking Up On McClintock: 5 October 2022
Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities. Not so with the … [Read more]
Just Received My First Paycheck
I'm 25 years old and I just received my first paycheck. What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth … [Read more]
What Is Working?
After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios. Which of the eighteen (18) ITA portfolios rank high on a return basis … [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]
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