ITA Wealth Management at its core is an investment educational site. The idea behind this blog is to explain to readers how they can construct and maintain their own portfolios, thus saving thousands of dollars on management fees. When just beginning a savings or retirement plan a common comment is the following. “I don’t have enough money to work with or make it worth my effort.” Nonsense! Just try saving a dollar a day and then upping it to two, three, and even five dollars when your income begins to rise. There will come a time when the income from your investments will exceed the daily or monthly additions. Take advantage of the power of compounding.
Here are the three basic models used here at ITA. There are more, but I’ll begin with the basic three laid out in order of complexity.
Dual Momentum Model (DMM) – For more information, read Gary Antonacci’s book by the same name or go to Categories on this blog and dial up Dual Momentum. A search for Dual Momentum will bring up blogs on this topic. Another source of information is to follow the Galileo, Maxwell, Euclid, and Aristotle portfolios. Check out the most recent blog on the Galileo. If reading this post a few months from now, search for one of the four portfolios using the DMM.
Strategic Asset Allocation Model (SAAM) – Only Bethe is now following the Strategic Asset Allocation Model. Below is the asset allocation layout for a portfolio that is 80% equities and 20% bonds. There is still information on the blog for the Schrodinger, one of the longest running SAAM portfolios. This account is being moved to another manager so I will no longer be following it.
Tranche Momentum Model (TMM) – Seven portfolio are managed using the TMM. To learn more about this model, follow portfolios such as these: Newton, Curie, Einstein, Kepler, Bohr, Gauss, and Huygens. These portfolios definitely require use and understanding of the Kipling spreadsheet. Be patient and follow along for a month and you will know how the spreadsheet is used to buy, sell, and hold securities.