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 / 2020 / Archives for September 2020

Archives for September 2020

Reworking The Investment Quiver

September 25, 2020 By Lowell Herr

With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio.  Think through what asset classes or factors you want to include

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Meta Data

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

Search

Recent Posts

  • Kepler Portfolio Update: 19 December 2025 December 19, 2025
  • Huygens Portfolio Update: 18 December 2025 December 18, 2025
  • McClintock Sector BPI Portfolio Review: 15 December 2025 December 15, 2025
  • Copernicus Portfolio Update: 14 December 2025 December 13, 2025
  • Millikan Portfolio Review: 4 December 2025 December 4, 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025 November 26, 2025
  • Bullish Percent Indicators: 21 November 2025 November 22, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Hawking Portfolio Review: 3 October, 2025
  • Buffett Indicator & Shiller PE Ratio
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Bullish Percent Indicator: 30 May 2025
  • Millikan Portfolio Review: 4 December 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Gauss, Bohr, Copernicus, 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.

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

  • Franklin Portfolio Review: 31 January 2025
  • Carson Portfolio: Creating A New Investing Model
  • Occam’s Razor and Investing
  • Rutherford Portfolio Review (Tranche 4): 23 June 2023
  • ITA Portfolios: Breaking The Models Into Groups
  • Rutherford Portfolio Review (Tranche 5): 17 March 2023
  • Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
  • Bullish Percent Indicators: 11 August 2023
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Kahneman-Tversky Portfolio Review: 4 August, 2023
  • Schrodinger Portfolio Review: 2 January 2025

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.