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...]
Sector Investing: A Simple Approach
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]
Investing 101
Beginning Investors It is not unusual to read or hear someone say - "I don't understand what you are talking about." When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic … [Read more]
A Brief History of ITA Wealth Management
As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest. The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement. The last physics workshop (Project PHYSLab) … [Read more]
Time To Bang The Retirement Drum – Again
"Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren't saving enough..." So writes Stan Choe in an Associated Press article. Check out the Retirement Planning category … [Read more]
Why Focus On Value and Momentum
ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan. Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard: Schrodinger's … [Read more]
Retirement Plan: Am I On Track?
Retirement planning is a primary motivator for saving and setting up an investment portfolio. Are there any saving guidelines for the individual investor? Below are a few and I suggest you check out William Bernstein's words of wisdom. Search … [Read more]
September Music Recommendation
September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one. After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare … [Read more]
Five Habits of People In Debt
5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help … [Read more]
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