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 / 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

Meta Data

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

Search

Recent Posts

  • Schrodinger Portfolio Review: 29 January 2026 January 29, 2026
  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026 January 26, 2026
  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026

Recent Comments

  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • Schrodinger Portfolio Review: 29 January 2026
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Bullish Percent Indicators: 21 November 2025
  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Darwin 2026: 2 January 2026

General Investment News

Portfolios coming up for review.  Huygens, Pauling, Gauss and Kepler 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

  • Rutherford Portfolio Review (Tranche 5): 26 May 2023
  • Test Notification of New Blog Posts
  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • Franklin Sector BPI Portfolio Review: 2 October 2023
  • Kahneman-Tversky Portfolio Review: 1 March, 2024
  • Bullish Percent Indicators: 24 February 2023
  • Schrodinger Portfolio Review: 11 April 2025
  • The Golden Rule of Investing
  • Rutherford Portfolio Review (Tranche 4): 3 February 2023
  • Bethe Portfolio Review: 27 June 2023
  • Darwin Portfolio Review: 7 July 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.