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Recent Blog Entry

Gauss Portfolio Update: 22 December 2025

Gauss is the portfolio up for review this morning and it is undergoing a few asset allocation adjustments.  Gauss is one of the better performing portfolios, due in part to no withdrawals since inception a number of years ago.  In addition to no withdrawals new … [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

Retirement Planning Mistake #11

Although alluded to in this "mistake series," an emphasis, or special attention needs to be given to portfolio volatility or risk management.  Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio (SR) and/or Retirement Ratio (RR), we need to focus on protecting … [Read More...]

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Mormon Barn – Grand Tetons National Park

August 14, 2021 By Lowell Herr

The barn shown below is a much photographed site on Mormon Row in Grand Tetons National Park.  The image was made using a Canon 5D Mark II.  I've since moved to the Olympus 4/3 cameras.  More on this later. Camera settings were as follows:  ISO … [Read more]

Photographs On Display

August 14, 2021 By Lowell Herr

While ITA Wealth Management is an investment site, I take liberties at times to add music recommendations and this morning I set up a new category for photographs.  There may be a few photographers in the group that would enjoying sharing ideas and … [Read more]

New to ITA Wealth Management?

June 17, 2021 By Lowell Herr

Are you new to ITA Wealth Management?  If so, here are a few hints to effectively use this blog site.  Find the Category "Beginning Investors" and read that material.  Use Category to find "Critical Material."  Make use of the Search … [Read more]

Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting

June 2, 2021 By hedgehunter

In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the … [Read more]

Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments

May 30, 2021 By hedgehunter

In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple … [Read more]

Investing Rules Regardless of Investing Model

May 23, 2021 By Lowell Herr

There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don't feel you … [Read more]

Life Insurance: My Story

May 22, 2021 By Lowell Herr

Low-cost life insurance is one of the top five investments recommended by Michael Edesess et. al. in their excellent book, The 3 Simple Rules of Investing: Why Everything You've Heard About Investing Is Wrong  -- And What To Do Instead … [Read more]

Dual Momentum Investing by Gary Antonacci

May 21, 2021 By Lowell Herr

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 … [Read more]

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General Investment News

Portfolios coming up for review.  Gauss, Bohr, Copernicus, and Franklin 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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