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You are here: Home / Archives for Critical Material

Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr 10 Comments

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin with this one as it is the easiest to manage.  The […]

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

The Argument for Self-Management

September 9, 2022 By Lowell Herr Leave a Comment

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 1 Comment

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 2 Comments

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 time to go through the mathematics of management fees.  Let’s walk through an example. Here are the critical assumptions to consider.  I will neglect […]

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 7 Comments

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 11 Comments

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 Leave a Comment

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 3 Comments

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

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