ITA Wealth Management

  • Home
  • Blog
  • Guest Registration
  • Lifetime Member
  • Forum
  • Reset Password
  • Contact Me
  • About Me
You are here: Home / Archives for 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, Buy-Sell-Hold Model Tagged With: Beginning Investors, BHS Model, Critical Material

The True Cost of Management Fees

January 15, 2022 By Lowell Herr

Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts.  Regardless, it is once more time to go through the mathematics of management fees.  Let’s walk through an examples. Here are the critical assumptions to consider.  I […]

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

Hindsight is 2021 – A Year-End Retrospective and Lessons for 2022

January 4, 2022 By HedgeHunter

Portfolio Construction The following screenshot tells us almost all we really need to know about 2021 – it was a great year to invest in US equities: The S&P 500 Index was up 29% on the year with 70 new highs on the way up and only two (short-lived) corrections of over 4%. Likewise, the […]

Filed Under: Critical Material Tagged With: Critical Material

2022 Guidelines for Relative Strength Portfolios

January 2, 2022 By Lowell Herr

This blog post is for ITA readers currently using the Kipling spreadsheet or those who plan to use it in the future.  While it is impossible to know what the economic future is for 2022, it appears as if we will not repeat the strong equities market of 2021.  With this in mind, I’ll walk […]

Filed Under: Critical Material, ITA Portfolios Tagged With: Critical Material

Preparing Investments for 2022

December 30, 2021 By Lowell Herr

As we near the end of 2021, now is a good time to look forward and plan your investment strategies for 2022.  Assume returns for 2022 will not match those of 2021 as there is an abundance of uncertainty lurking on the horizon.  The pandemic will likely continue and nothing short of our democracy is […]

Filed Under: Portfolio Management, Critical Material Tagged With: Critical Material, Portfolio Management

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

Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting

June 2, 2021 By HedgeHunter

In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the portfolio so as to generate acceptable returns.  I have addressed risk at the […]

Filed Under: Critical Material, Risk Parity Tagged With: Critical Material, Portfolio Construction, Risk Parity

Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments

May 30, 2021 By HedgeHunter

In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple Buy-And-Hold portfolio of ETFs that requires little or no management.  The portfolio consisted of only four ETFs that were equally weighted and could be considered […]

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

  • 1
  • 2
  • 3
  • …
  • 5
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Copernicus Portfolio Update: 14 May 2022 May 16, 2022
  • Rutherford Portfolio Review (Tranche 1): 13 May 2022 May 14, 2022
  • McClintock Portfolio Review: 13 May 2022 May 13, 2022
  • Schrodinger Portfolio Review: 13 May 2022 May 13, 2022
  • Rutherford Portfolio Review (Tranche 5): 6 May 2022 May 8, 2022
  • Hawking Portfolio Review – 3 May 2022 May 6, 2022
  • Kahneman-Tversky Portfolio Review: 29 April 2022 April 30, 2022

Recent Comments

  • Lowell Herr on Schrodinger Portfolio Review: 13 May 2022
  • HedgeHunter on Schrodinger Portfolio Review: 13 May 2022
  • HedgeHunter on Rutherford Portfolio Review (Tranche 5): 6 May 2022
  • HedgeHunter on Darwin Portfolio Review: 18 April 2022
  • Lowell Herr on Darwin Portfolio Review: 18 April 2022
  • Lowell Herr on Pauling Portfolio Review: 25 March 2022
  • HedgeHunter on Learning More About Options
  • Wolf von Maltzahn on Learning More About Options
  • HedgeHunter on Learning More About Options
  • HedgeHunter on Learning More About Options

Users Online

3 Users Online
Users: 1 Guest, 2 Bots

Popular Posts

  • 2022 Guidelines for Relative Strength Portfolios
  • Hindsight is 2021 – A Year-End Retrospective and…
  • Preparing Investments for 2022
  • The True Cost of Management Fees
  • Response to Comments made by ITA member (John Shelton)
  • Using Volatility as a Diversifier and a Portfolio Hedge
  • Investment Policy Statement: February 2022
  • Hawking Portfolio Review – 1 April 2022
  • Dual Momentum Investing by Gary Antonacci
  • Rutherford Portfolio Review (Tranche 1): 8 April 2022

General Investment News

Portfolios coming up for review are:  Kepler, Bohr, and Franklin.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

Random Posts

  • Carson Trio Reviews: 31 January 2022
  • Constructing The Family Portfolio
  • Darwin Portfolio Review: 23 November 2021
  • Millikan Update: 13 January 2021
  • 2022 Guidelines for Relative Strength Portfolios
  • Beginning to Advanced Investors: 4 December 2021
  • Retirement Planning Mistake #10
  • Huygens Interim Examination: 1 February 2022
  • Bullish Percent Indicators: 14 January 2022
  • Huygens Update: 20 October 2021
  • Over-Valued Market: Four Critical Indicators

Log in | Website Design by BOING