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You are here: Home / Archives for 2017

Archives for 2017

Broad Market Conditions: Pay Attention

February 16, 2017 By Lowell Herr

Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the “Over-Valued Market…” article.  Click on the above article and check the values for yourself.  […]

Filed Under: Critical Material Tagged With: Critical Material

Value-Momentum Stock Update

February 3, 2017 By Lowell Herr

Value-Momentum stock data as of 2/2/2017 shows the following when analyzed using the yet to be released Kipling Tranche spreadsheet.  Six out of over 6,500 stocks passed the screen.

Filed Under: Miscellaneous Tagged With: Stocks

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 investment guidance.  But where does one go […]

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 is a multi-level explanation of […]

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 about investing.  One book I […]

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 in the summer of 2001 so […]

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

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  • Huygens Portfolio Review: 31 July 2026 July 31, 2026
  • McClintock Portfolio Review: 30 July 2026 July 30, 2026
  • Millikan Portfolio Review: 27 July 2026 July 28, 2026
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  • Lowell Herr on Portfolio Diversification: 6 June 2026
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  • Lowell Herr on Portfolio Diversification: 6 June 2026
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Popular Posts

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  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression Portfolio: Part V
  • Financial Repression: Part IV
  • Schrodinger Portfolio Update: 8 July 2026
  • Financial Repression: Part III

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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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