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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

  • Kepler Asset Allocation Portfolio Review: 11 September 2026 September 11, 2026
  • Pauling Asset Allocation Portfolio Review: 9 September 2026 September 9, 2026
  • Carson Sector BPI Portfolio Review: 8 September 2026 September 8, 2026
  • Dirac 2026 Portfolio Review: 4 September 2026 September 7, 2026
  • Darwin 2026 Portfolio Review: 4 September 2026 September 6, 2026
  • Einstein Portfolio Review: 3 September 2026 September 3, 2026
  • Franklin Sector Portfolio Update: 2 September 2026 September 2, 2026

Recent Comments

  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Millikan 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.

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Random Posts

  • Bohr Portfolio Review: 4 June 2025
  • Rutherford Portfolio Review (Tranche 1): 28 June 2024
  • Kepler Asset Allocation Portfolio Review: 8 October 2024
  • Darwin Portfolio Review: 26 December 2025
  • Einstein Portfolio Review: 24 April 2023
  • Darwin Portfolio Review: 29 December 2023
  • Portfolio Diversification: 6 June 2026
  • Millikan Sector BPI Portfolio Review: 10 May 2024
  • Gauss Sector BPI Portfolio Review: 9 May 2024
  • Carson Portfolio Review: 26 December 2022
  • Copernicus Portfolio Update: 27 April 2026

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