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 / 2022 / Archives for October 2022

Archives for October 2022

Copernicus Portfolio Review: 19 October 2022

October 19, 2022 By Lowell Herr

Copernicus is the portfolio on the dock for updating this morning.  While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices.  This is what the young investor needs to consider.  As stated before, young savers are

Filed Under: Copernicus Portfolio Tagged With: Copernicus

On1 Photo RAW Hints: 6 October 2022

October 6, 2022 By Lowell Herr

For ease of post-processing photographs, I find On1 Photo RAW and Luminar Neo to be among the easiest and most powerful tools available.  I recently canceled my subscription to Adobe as I found I was using Lightroom less and less.  If you love Lightroom CC, stick with it as it

Filed Under: Photography Tagged With: Photography

Checking Up On McClintock: 5 October 2022

October 5, 2022 By Lowell Herr

Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities.  Not so with the McClintock as the

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

Just Received My First Paycheck

October 1, 2022 By Lowell Herr

I’m 25 years old and I just received my first paycheck.  What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth IRA

Filed Under: Beginning Investors Tagged With: Beginning Investors

Meta Data

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

Search

Recent Posts

  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)

Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 4 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • Franklin Portfolio Update: 8 April 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, 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.

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

  • A Review/Comparison of Momentum Systems
  • Tentative Asset Allocation Model
  • Regression Analysis and The Schwert Effect
  • Bullish Percent Indicators: 21 April 2023
  • Rutherford Portfolio Review (Tranche 2): 12 April 2024
  • Franklin Sector BPI Portfolio Review: 5 June 2024
  • Rutherford-Darwin Portfolio Review: 7 March 2025
  • Copernicus Portfolio Review: 29 March 2024
  • Schrodinger Portfolio Review: 11 April 2025
  • Rutherford Portfolio Review (Tranche 3): 12 July 2024
  • Millikan Portfolio Update: 11 April 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.