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 posts on this blog and then set up
Diversification Guidelines: Size of Portfolio and How Many ETFs
The following recommendations are only guidelines as each investor needs to be comfortable with the number of ETFs used to diversify a portfolios. For example, I’m not comfortable concentrating a one million dollar portfolio in one or two ETFs. If the ETF were VT or VTI, then it is not
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
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
Constructing The Family Portfolio
This is old material for long-time readers, but may be new to folks who have joined ITA in the last six months. If you have been following this blog for some time you know there are numerous models explained and reviewed here on a regular (monthly) basis. The
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
Dirac Portfolio Review – 30 September 2021
The Dirac Portfolio is the only portfolio reviewed on this site that holds individual stocks rather than multi-stock funds. Performance to date looks like this: and recent performance, although in a draw-down, has been better than the benchmark SPY fund as 1 Standard
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
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