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You are here: Home / Archives for 2021

Archives for 2021

New Content Notification

March 13, 2021 By Lowell Herr

Several readers contacted me about new blog post notifications.  New content was not reaching readers unless they logged into ITA Wealth Management. This post is a test of a new plugin to see if this note reaches ITA readers.  If you see this post automatically in your e-mail, drop a note in the Comments section […]

Filed Under: Miscellaneous Tagged With: Miscellaneous

Portfolio Benchmarking: Looking Beyond Portfolio Returns

March 11, 2021 By Lowell Herr

In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking.  Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link to one benchmarking article.  Check it out. In most of the portfolio reviews you will see data and graphs […]

Filed Under: Benchmarks Tagged With: Benchmarks

Where Did All The Posts Go?

March 9, 2021 By Lowell Herr

If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct.  I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful.  I was doing this in preparation of setting up a new […]

Filed Under: Miscellaneous Tagged With: Miscellaneous

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Recent Posts

  • Bohr Portfolio Update: 28 October 2026 October 28, 2026
  • Einstein Portfolio Update: 27 October 2026 October 27, 2026
  • Franklin Sector BPI Portfolio Update: 24 October 2026 October 26, 2026
  • Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals October 24, 2026
  • Dirac 2026 Portfolio Review: 23 October 2026 October 24, 2026
  • Bethe Portfolio Update: 22 October 2026 October 22, 2026
  • McClintock Sector Asset Allocation Portfolio Update: 21 October 2026 October 21, 2026

Recent Comments

  • Lowell Herr on Millikan Portfolio Update: 15 October 2026
  • Lee Schamp on Millikan Portfolio Update: 15 October 2026
  • Lowell Herr on Bethe Portfolio Update: 22 October 2026
  • Lowell Herr on Kepler Portfolio Update: 20 October 2026
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Darwin Portfolio Review: 2 October, 2026
  • Pauling Portfolio Review: 7 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Buffett Indicator & Shiller PE Ratio
  • Millikan Portfolio Update: 15 October 2026
  • Financial Repression: Part 1

General Investment News

Portfolios coming up for review.  Pauling, Carson, 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

  • Millikan Sector BPI Portfolio Review: 9 October 2024
  • Millikan Sector BPI Portfolio Review: 27 December 2024
  • Bethe Portfolio Review: 4 August 2023
  • Huygens Portfolio Update: 30 June 2026
  • Bullish Percent Indicators: 20 October 2023
  • Gordon Equation Revisited: A Time To Be Cautious
  • Bullish Percent Indicators: 9 June 2023
  • Financial Repression Portfolio from ChatGPT
  • Franklin Sector BPI Update: 28 January 2026
  • McClintock Growth Equity Portfolio Review: 14 August 2023
  • Preparing the Millikan For Transition: 26 December 2022

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