Chapter three of the Malkiel and Ellis book, The Elements of Investing, contains four parts, all related to diversification. I’ve written about diversification of the family portfolio over on Seeking Alpha. If interested in this argument, here is the link. Malkiel and Ellis write about the more standard ways to diversify a portfolio and I’ll […]
Risk Management: May 2021
With the U.S. Equities market either making or bumping up against new highs, it behooves investors to consider risk management. Here are a few suggestions as to how I am working to protect capital. To illustrate these suggestions, I begin with a $100,000 portfolio managed using the Kipling spreadsheet and a portfolio similar to many […]
How Risky Is Your Portfolio? May 2021
Portfolio risk is a subject I’ve written about in prior blog posts. It is particularly important now that U.S. Equities are hovering around all time highs and we are entering the summer months when the stock market tends to generate less than stellar returns. Remember the slogan, “Sell in May and go away?” The “go […]
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 by their volatility. I thought I would try to provide another perspective on […]
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 Buy-And-Hold portfolio of ETFs that requires little or no management. The portfolio consisted of only four ETFs that were equally weighted and could be considered […]
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 engine. Look for the little magnifier in the upper right-hand corner of the page or […]
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 was first launched. The basics of investing do […]
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, or ETFs to populate portfolios? This is a fundamental question. Here at ITA Wealth Management we use, almost […]
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