In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: “Thx for the very gloomy report. From a psychological perspective, what influence do these trend parameters have on the BHS buy and sell plans? Those of us who study such things know that the Recency Bias would […]
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 […]
Thoughts on “Dividend Income Investing” and other Philosophical Topics.
In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 Reasons” I first want to re-iterate the point that we make all the time on this site – no single system will perform better than […]
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 […]
Investing Rules Regardless of Investing Model
There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don’t feel you need a large sum of money to get started. Keep costs to a minimum. Morningstar […]
Dual Momentum Investing by Gary Antonacci
Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum. Relative strength momentum compares the trend of one security with respect to another security. Platinum members are familiar with this concept as we are always comparing the strength (price performance) of one ETF with another ETF. Absolute momentum or absolute acceleration examines the […]
The Elements of Investing: Part II
Chapter two of The Elements of Investing covers index investing. When it comes to investing, nobody knows more than the market. William F. Sharpe put is simply in an article many years ago when he wrote – The Arithmetic of Active Management. I find it humorous that Sharpe did not use the word mathematics in […]
The Elements of Investing: Part I
Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing. This compact book hits on all cylinders of investing and the first one is the most important – SAVE. This simply means, follow The Golden Rule of Investing. A Charles Dicken’s character, Wilkins Micawber, came […]
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