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You are here: Home / Archives for Critical Material

Portfolio Management When Facing Debt Limit Differences

April 22, 2023 By Lowell Herr 6 Comments

The potential for a debt limit crisis is only a few months away.  While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management.  How might one work with different portfolios,

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

A Review/Comparison of Momentum Systems

April 8, 2023 By HedgeHunter 3 Comments

Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works “best” in all market conditions, and we

Filed Under: Critical Material Tagged With: 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

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

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

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 time to go through the mathematics of management fees.  Let’s walk through an

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

Filed Under: Critical Material Tagged With: Critical Material

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

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

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