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You are here: Home / Archives for 2017

Archives for 2017

What Is On The Other Side Of The 3 x 5 Card?

February 1, 2017 By Lowell Herr

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall

Filed Under: Beginning Investors, Critical Material, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors, Critical Material

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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Recent Posts

  • Millikan Portfolio Review: 13 January 2026 January 13, 2026
  • Darwin 2026: 2 January 2026 January 4, 2026
  • Schrodinger Portfolio Update: 2 January 2026 January 2, 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025
  • Gifting a Grandchild December 29, 2025
  • Copernicus Portfolio Update: 24 December 2025 December 24, 2025
  • Gauss Portfolio Update: 22 December 2025 December 22, 2025

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  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Len Suelter on Gifting a Grandchild
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  • Portfolio Construction: Where to Begin?
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  • Millikan Portfolio Review: 4 December 2025
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
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Portfolios coming up for review.  Pauling, Millikan, Gauss, Copernicus and McClintock 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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