Welcome to ITA Wealth Management, a site dedicated to teaching the individual investor how to construct, manage, and monitor their portfolio. Most investors are interested in building a financial portfolio that will sustain them through their retirement years. However, most individuals are influenced by friends, CNBC, brokers, and the popular press. Few know that the academic research goes against those making a dollar pushing their hyped information. Pay attention to this site and you will learn something about investment research and how to set up a portfolio for the long-run. In addition, you will gain access, if you are a Platinum subscriber, to a spreadsheet designed to not only track the Internal Rate of Return (IRR) of a portfolio, but benchmarks as well. The latest version of the spreadsheet has a built-in method for developing a customized benchmark that will fit your Portfolio Policy. There is also a risk calculation built around semi-variance rather than the more common standard deviation. Learn why this is a superior method for determining portfolio risk.
You are reading the blog of an individual investor who learned many lessons investing since 1958. This site is to help readers profit from many of my investment errors.