Schrodinger is the portfolio up for review this morning. As long-time readers are aware, the Schrodinger is an Intelligent Portfolio housed at Schwab. I think of it as a Buy-Hold-Rebalance portfolio managed by a computer or computer algorithms. These portfolios are also known as Robo Advisor Portfolios. Regardless of the title, all one does is […]
Asset Allocation and Market Factors
Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site. The debate frequently involves the very basics of portfolio construction. Does one use individual stocks, mutual funds, or ETFs to populate portfolios? This is a fundamental question. Here at ITA Wealth Management we use, almost […]
Pauling Portfolio Review: 19 November 2021
Of the three portfolios participating in the Dual Momentum (DM) look-back experiment, the Pauling is employing the longest look-back combination. Since a 98% weight is applied to 252 trading days, the Pauling essentially mirrors the look-back recommended by the DM developer, Gary Antonacci. Below is the Main Menu settings for the Pauling. When you first […]
Darwin Portfolio Review – 26 October 2021
The review date for the Darwin portfolio was 26 October and I did review/adjust the portfolio on that date – I’ve just been a little bit slow in writing this post. On 26 October my workbook was looking like this: suggesting the allocations shown on the bottom row for the ETFs comprising my “core” holdings. […]
Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting
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 […]
Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments
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 […]
Gauss Portfolio Review: 13 April 2021
Gauss is the portfolio up for review this morning. I think of this portfolio as one of the Relative Strength or Tranche Momentum portfolios. The other two main models followed here at ITA are: Dual Momentum and Asset Allocation. These models do not include those managed by Hedgehunter. If looking for a portfolio of stocks, […]
Reworking The Investment Quiver
With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio. Think through what asset classes or factors you want to include in the portfolio. Below are […]