ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / 2013 / Archives for September 2013

Archives for September 2013

Top Twenty-Five Classical Composers

September 29, 2013 By Lowell Herr

Top Classical Music Composers When I first started to make a list of of my favorite classical composers, the idea was to limit it to the Top Ten.  I found that to be impossible so I expanded it to 25.  Even then, several of my

Filed Under: Music Tagged With: Classical Music

Correlation Matrix of Critical ETFs

September 27, 2013 By Lowell Herr

As requested in a comment, here is the correlation matrix of critical ETFs used in nearly all the ITA portfolios.  I cut the time frame to 23 months of data so VSS and VNQI did not show up with “short-term” data errors.  Identical percentages were assigned to each ETF with

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Keep It Simple

September 27, 2013 By Lowell Herr

Don’t be surprised if you don’t know the difference between a benchmark ETF and a strategic ETF.  Strategic is sometimes called “Fundamental” or “Active” and they differ from the ETFs we recommend for our ITA portfolios.  To read more about the differences, check out the URL referenced below. Richard Ferri

Filed Under: Beginning Investors Tagged With: Beginning Investors

Buffett vs. Steadman

September 24, 2013 By Lowell Herr

For every Warren Buffet there are a hundred Charlie Steadman’s in the investing world.  While nearly every investor has heard of Buffett, few remember Charlie Steadman. Is there a

Filed Under: Passive vs. Active Tagged With: Beginning Investors

Serious Investors Benchmark Their Portfolio

September 20, 2013 By Lowell Herr

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In

Filed Under: Benchmarks, Critical Material Tagged With: Benchmarking

Reviewing The Fundamentals of Investing

September 20, 2013 By Lowell Herr

  Search this blog site for “The Golden Rule of Investing” and you will pick up the basic ideas of Rule #1 of Investing. The Golden Rule of Investing is – “Save as much as you can as early as you can.”  Burton Malkiel puts it this way. “The amount

Filed Under: Beginning Investors Tagged With: Beginning Investors

Nine Critical Investment Decisions

September 19, 2013 By Lowell Herr

Nine Critical Investment Decisions 1.  The Decision to Save or Not to Save 2.  The Go-It-Alone or Professional Manager Decision 3.  The Decision to be a Passive, Active or Mosaic Investor 4.  The Decision to Use Index Funds or Stocks to Populate the Portfolio 5.  The Asset Class or Sector

Filed Under: Beginning Investors Tagged With: Beginning Investors

Weekly Music Recommendation

September 15, 2013 By Lowell Herr

Photograph: Arches National Park – Image captured just as the sun was rising. My music selection this week is Yo-Yo Ma playing Ennio Morricone.  This CD includes some of the most beautiful and haunting compositions ever collected on one platter.  As you listen to this music you will be drawn

Filed Under: Music Tagged With: CD Recommendations

  • 1
  • 2
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Kepler CEF Portfolio Review: 28 July 2025 July 28, 2025
  • Millikan Portfolio Review: 25 July 2025 July 28, 2025
  • Selecting Closed-End-Funds July 26, 2025
  • Schrodinger Portfolio Review: 22 July 2025 July 23, 2025
  • Huygens Portfolio Review: 22 July 2025 July 22, 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025 July 19, 2025
  • Hawking Portfolio Review: 14 July 2025 July 15, 2025

Recent Comments

  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Hawking Portfolio Review: 14 July 2025
  • Lowell Herr on Selecting Closed-End-Funds
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 July 2025
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lee Cash on Hawking Portfolio Review: 14 July 2025
  • hedgehunter on Hawking Portfolio Review: 14 July 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Hawking Portfolio Review: 14 July 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Copernicus Portfolio Review: 5 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bohr Portfolio Review: 6 May 2025

General Investment News

Portfolios coming up for review.  Kepler, Bethe, Einstein, and Gauss are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Selecting Closed-End-Funds
  • Just Received My First Paycheck
  • Response to Comments made by ITA member (John Shelton)
  • Beginning to Advanced Investors: 4 December 2021
  • Schrodinger Portfolio Update: 3 July 2023
  • Bullish Percent Indicators: 1 March 2024
  • All You Need To Know About Investing On a 3 x 5 Card
  • Rutherford Portfolio Review (Tranche 2): 10 May 2024
  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Carson Sector BPI Portfolio Review: 1 July 2023
  • Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.