The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing “[An investment] policy is the most powerful antidote to panic. The best shield for long-term policies against the outrageous attacks of acute short-term data […]
Protecting Portfolio Performance
We are all conscious of the fact that US Equity markets have been in a strong bullish trend since the financial crisis of 2008. With the exception of the 2020 Covid-19 correction – a ~20% pullback in prices from which we recovered very quickly – we have not seen a draw-down of greater than 18% […]
McClintock Portfolio Review: 14 July 2022
McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management. Momentum is one of the five factors included in the Fama-French Five-Factor Model. It is not fully understood why momentum is such an important market anomaly and why it works. But it does and that is why I highly recommend a […]
McClintock Portfolio Review: 19 September 2022
McClintock is one of four Dual Momentum™ portfolios and one of the better performers. With the market up slightly this morning, what advice is likely to come out of the Dual Momentum recommendation. Follow along for more information.
Schrodinger Portfolio Review: 23 September 2022
Schrodinger is the only Robo Advisor or computer managed portfolio followed here on the ITA blog. This portfolio was initially established as an answer to the question, “Who Will Manage the Family Portfolio When You Die?” The answer was, place the money in a Robo Advisor account as the computer makes all the investment decisions. […]
Bohr Portfolio Review: 25 October 2022
Bohr is the portfolio scheduled for review this morning. This is a combination growth-income style portfolio where the income is primarily generated by Closed-End-Funds, much as you find in the Hawking and Huygens portfolios. The first move when updating the Bohr, is to go to CEF Connect and check to see if the CEFs are […]
New Carson Launched: 4 November 2022
Welcome to the new Carson portfolio. With the advent of the Carson we add another investing model to our arsenal. With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios. The Carson is quite different in that it can be classified as a contrary investing model. With […]
Hawking Portfolio Review: 4 November, 2022
The Hawking is an “Income” portfolio based on the income generated from Closed-End-Funds (CEFs). Current holdings look like this:
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