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...]
Asset Allocation and Market Factors
Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site. The debate frequently involves the very basics of portfolio construction. Does one use individual stocks, mutual funds, … [Read more]
Merry Christmas: 2021
Merry Christmas Sending Season Greetings to all ITA readers. Let's hope for and plan on a less stressful 2022, although it will be difficult to repeat the 2021 bull market. I selected a toy engine (not Lionel) as the photograph since … [Read more]
2021 in Review
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
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
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 …..
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
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.
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]
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