Einstein Portfolio Review: An Early Look

April 9, 2014
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Einstein Portfolio Review:  An Early Look

Although not scheduled for review until May 2nd, a request for information regarding the Einstein is the motivation for the following review.  This update will include the following. Examination of the Efficient Frontier. Presentation of the Dashboard which shows the Strategic Asset Allocation plan for the Einstein. Data table of required shares to bring various…

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Enhancing the Swensen Six Portfolio

April 8, 2014
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Enhancing the Swensen Six Portfolio

West End of Zion National Park – Utah Numerous articles are available when it comes to understanding and analyzing the Swensen Portfolio as advocated in his book, Unconventional Success.  Since Swensen wrote his book he made a slight adjustment in the percentages allocated to the different asset classes.  This blog post takes his initial ideas…

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Larry Weiss, CleanWell

April 7, 2014
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“We’ve talked about becoming a Certified B Corporation for a while, but it was a daunting task to take on ourselves. Ryan was our path to B Corp certification.” Read the full post

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Jay Coen Gilbert, B Lab

April 7, 2014
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Jay Coen Gilbert, B Lab “Ryan Honeyman is a champion for a better way to do business.” View On WordPress Read the full post

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Huygens Portfolio Review: 7 April 2014

April 7, 2014
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Huygens Portfolio Review: 7 April 2014

One of the two newest portfolios tracked here at ITA Wealth Management is the Huygens.  The following review consists of the Efficient Frontier (EF), Dashboard from the TLH Spreadsheet, Rebalancing Table, and the Huygens ETF Rankings. Huygens Efficient Frontier:  The current portfolio has a slightly higher projected return and volatility than the former position (blue…

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William Bernstein’s Latest E-Book: Getting Rich Slowly

April 7, 2014
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William Bernstein’s Latest E-Book:  Getting Rich Slowly

Zion National Park – Utah William Bernstein’s latest e-Book, If You Can: How Millennials Can Get Rich Slowly, is all about regularly investing equal amounts of money using three mutual funds.  Those funds are:  U.S. Total Stock Market, International Total Stock Market, and U.S. Bond Market.  Save 15% of your salary each month, and that…

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