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You are here: Home / Archives for Beginning Investors

If Starting Over

June 10, 2024 By Lowell Herr

What advice would I pass on to a beginning investor?  Is this advice applicable for a retired investor?  You be the judge. Investing does not require a finance degree from the University of Chicago.  For starters, check out this video to see just how simple it really is.  To broaden your knowledge, read a few […]

Filed Under: Beginning Investors, Miscellaneous, Passive vs. Active Tagged With: Beginning Investors

Just Received My First Paycheck

October 1, 2022 By Lowell Herr

I’m 25 years old and I just received my first paycheck.  What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth IRA with a firm such as Schwab.  There is […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

What Is Working?

September 27, 2022 By Lowell Herr

After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios.   Which of the eighteen (18) ITA portfolios rank high on a return basis and which rank high on a risk adjusted basis […]

Filed Under: Beginning Investors, Miscellaneous Tagged With: Beginning Investors, Miscellaneous

The Argument for Self-Management

September 9, 2022 By Lowell Herr

ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios.  Numerous models are explained and updated each month.  These models vary from the very simple to a few that are more complex.  Complex is defined as requiring more judgment and decisions vs. Buy and […]

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Beginning Investors, Critical Material

Response to Comments made by ITA member (John Shelton)

January 23, 2022 By hedgehunter

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 […]

Filed Under: Critical Material, Beginning Investors Tagged With: Beginning Investors, BHS Model, Critical Material

Beginning to Advanced Investors: 4 December 2021

December 4, 2021 By Lowell Herr

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 […]

Filed Under: Beginning Investors, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors

Thoughts on “Dividend Income Investing” and other Philosophical Topics.

October 10, 2021 By hedgehunter

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 […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors, Critical Material

New to ITA Wealth Management?

June 17, 2021 By Lowell Herr

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 […]

Filed Under: ITA Portfolios, Beginning Investors, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors

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