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Recent Blog Entry

ChatGPT Summary of ITA Wealth Management Blog

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched … [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]

Critical Material

The True Cost of Management Fees

Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts.  Regardless, it is time to go through the mathematics of management fees.  Let's walk through an … [Read More...]

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Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter

May 4, 2017 By Lowell Herr

In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top … [Read more]

Nine Stock Portfolio

March 23, 2017 By Lowell Herr

This is the final tranche momentum analysis for stocks today.  This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet. Tranche Momentum Recommendations:  The two stocks to sell out of the portfolio are NVO and TSS … [Read more]

Stocks: Another Tranche Momentum Look

March 23, 2017 By Lowell Herr

Here is a second list of individual stocks.  Only two show up as potential purchases. Tranche Momentum Recommendations:  The recent market downturn hit most of these stocks.  Only two, MU and NVDA, are ones I would consider for purchase. Just … [Read more]

Dividend Champions: A Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

Not all ITA Wealth Management readers use ETFs to build their portfolios.  There are readers who have an interest in dividend oriented individual stocks.  The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha … [Read more]

The Importance of Algorithms

February 25, 2017 By Lowell Herr

Doubt is not a pleasant condition, but certainty is an absurd one. - Voltaire I'm a fan of books written by Michael Lewis.  A few that stand out are:  Liar's Poker, Moneyball, The Big Short, and Flash Boys.  Lewis' latest work, The Undoing … [Read more]

Broad Market Conditions: Pay Attention

February 16, 2017 By Lowell Herr

Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the … [Read more]

What Is On The Other Side Of The 3 x 5 Card?

February 1, 2017 By Lowell Herr

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall … [Read more]

Sector Investing: A Simple Approach

January 30, 2017 By Lowell Herr

Occasionally, I'll encounter an ITA reader who is interested in constructing a portfolio around sectors.  Those who have read Gary Antonacci's book, Dual Momentum Investing may recall him stating the following.  "My favorite dual momentum strategy is … [Read more]

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