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You are here: Home / 2022 / Archives for September 2022

Archives for September 2022

What Is Working?

September 27, 2022 By Lowell Herr

After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios.   Which of the eighteen (18) ITA portfolios rank high on a return basis

Filed Under: Beginning Investors Tagged With: Beginning Investors, Miscellaneous

The Argument for Self-Management

September 9, 2022 By Lowell Herr

ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios.  Numerous models are explained and updated each month.  These models vary from the very simple to a few that are more complex.  Complex is

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Beginning Investors, Critical Material

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Recent Posts

  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026
  • Copernicus Portfolio Review: 6 April 2026 April 6, 2026
  • Dirac 2026 Portfolio Review: 2 April 2026 April 4, 2026
  • Portfolio Hedge: 27 March 2026 March 28, 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026 March 23, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026

Popular Posts

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  • Portfolio Hedge: 27 March 2026
  • Copernicus Portfolio Update: 15 January 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Millikan Portfolio Review: 13 January 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Franklin and Schrodinger 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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