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You are here: Home / 2017 / Archives for January 2017

Archives for January 2017

Sector Investing: A Simple Approach

January 30, 2017 By Lowell Herr

Occasionally, I’ll encounter an ITA reader who is interested in constructing a portfolio around sectors.  Those who have read Gary Antonacci’s book, Dual Momentum Investing may recall him stating the following.  “My favorite dual momentum strategy is one that rotates among the strongest U.S. stock market equity sectors.”  This blog

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Investing 101

January 24, 2017 By Lowell Herr

Beginning Investors It is not unusual to read or hear someone say – “I don’t understand what you are talking about.”  When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic ideas

Filed Under: Beginning Investors, Critical Material, Portfolio Construction Tagged With: Beginning Investors

A Brief History of ITA Wealth Management

January 2, 2017 By Lowell Herr

As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest.  The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement.  The last physics workshop (Project PHYSLab) concluded a 10 year run

Filed Under: Beginning Investors, Critical Material Tagged With: Uncategorized

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  • Kepler CEF Portfolio Review: 12 September 2025 September 12, 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025 September 10, 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025 September 5, 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025 September 2, 2025
  • Schrodinger Portfolio Review: 21 August 2025 August 22, 2025
  • Huygens Portfolio Review: 19 August 2025 August 20, 2025
  • Copernicus Portfolio Review: 15 August 2025 August 15, 2025

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  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
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  • BOB_P on Huygens Portfolio Review: 19 August 2025

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General Investment News

Portfolios coming up for review.  Bohr, Pauling, Copernicus, Gauss, and Franklin 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.

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