Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month. What advice would I pass on to such an investor? The first bit of advice is to read all the Beginning Investor and Critical Information posts. These can be found under Categories in the right-hand […]
The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style. There are five primary sections to this book and they are as follows. It All Starts With Saving Index Diversify Avoid Blunders Keep It Simple There are many blog posts that focus on numbers […]
What Is On The Other Side Of The 3 x 5 Card?
What is on the other side of the 3 x 5 investment card that you can make use of as an investor? To capitalize on this information, go back and read the basics found on the 3 x 5 card. The links to these two blogs provide overall investment guidance. But where does one go […]
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 […]
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:
ITA Portfolios: Breaking The Models Into Groups
Sixteen portfolios are currently under management at ITA Wealth Management. This does not include portfolios managed by Hedgehunter. This blog post explains to readers how the different portfolios are handled or managed. Each of the sixteen portfolios are reviewed at least every 33 calendar days. Several, such as the Carson, are updated each week. To […]
Portfolio Performance: 22 December 2022
With this portfolio comparison data table a pattern is beginning to develop. It appears as if the better performing portfolios are those with long-range goals. That is the group at the top. Curie and Newton, if posted monthly, would also be in this group. It is interesting that each investing model contains at least one […]
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