Copernicus, the all equity portfolio, is back for an update or review. I've backed off from investing only in VOO or the S&P 500. Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index. Let one of the ten (10) sneeze … [Read More...]
Photographs On Display
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?
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
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
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
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
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
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]
How Risky is Your Portfolio? – Another Perspective
Last week, Lowell posted a blog asking the question “How Risky is Your Portfolio?” and reminded us that portfolio returns are a function of the expected returns from the assets in our “quiver” and the risk associated with these assets as represented … [Read more]
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