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) concluded a 10 year run
Search Results for: Dual Momentum
ITA Wealth Management Review: Catching Up
With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about. Long-time readers, and those who have taken the time to read a significant portion of the available material, witnessed an evolution
Rutherford Portfolio Review (Tranche 2): 1 September 2023
The past week was a bullish week for US equities: with SPX showing a 2.5% gain on the week. We have bounced nicely off the lower 1 SD boundary of the bullish channel and the 4300 support area and headed for the centre line
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 Reasons” I first want to re-iterate the point that we make all the
The Nasty Mathematics of Volatility
Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started. Below is an example of why this is an important concept to consider when managing a
Revisiting The “Swensen Six” Portfolio
Investors looking for a well-diversified and basic portfolio need look no further than the “Swensen Six.” Both HedgeHunter and I’ve written about David Swensen’s simple portfolio before. More references can be found by searching for Swensen on this blog. Here is the “Swensen Six” portfolio in its most basic form
Where To Begin If You Have Never Managed a Portfolio*
If someone asked you what to do with an inheritance or 401(k) sum of money, what advice would you give them? Here are some basic ideas for a novice investor. Assume the money is in your checking account and available to be invested. Open up a broker account with a
Feynman Portfolio Study: Part 10-3
Momentum Weighted Portfolio A modification of the Rank Weighted (RW) Momentum Portfolio described in Part 10-2 of this Study is what I have called the Momentum Weighted (MW) Portfolio. This strategy uses a proprietary algorithm to calculate allocation weights that more accurately reflect the relative momentum of the individual
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