Bohr is an income/growth portfolio of which there are two. The other portfolio following this model is the Bethe portfolio. As readers will see in a moment, the current emphasis is on income as the Bohr is designed to generate $18,500 per year. When a retiree needs income there is always a difficult decision to […]
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 […]
Constructing a “Core” Investment Portfolio: Part 4 – Fixed Allocation Rebalancing or Risk Parity and Volatility Targeting?
In parts 2 and 3 of this series I described how we might manage our core portfolio by either rebalancing to a fixed asset allocation or by adjusting allocations based on changing volatilities. The two options are not complimentary, so we need to choose one or the other. Which method we use should probably depend […]
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 […]
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 […]
Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter
In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top 3 groups of the REDA rankings. In this post I will again use the REDA group classifications but will add an entry filter requiring […]
Dividend Champions: A Tranche Momentum Analysis
Not all ITA Wealth Management readers use ETFs to build their portfolios. There are readers who have an interest in dividend oriented individual stocks. The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha article where the author updates this portfolio on a regular basis. Main Menu: The analysis […]
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