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 November 2022

Archives for November 2022

Thanksgiving Wishes

November 24, 2022 By Lowell Herr

Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon.  Thank you for keeping in touch and reading this investment blog.  A few of you have been here for the nearly 15 years I’ve been writing this blog.  A special thanks to Hedgehunter (David) for

Filed Under: Uncategorized Tagged With: Miscellaneous

McClintock Portfolio Review: 23 November 2022

November 23, 2022 By Lowell Herr

Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for

Filed Under: McClintock Portfolio, Dual Momentum, Portfolio Management Tagged With: Dual Momentum, McClintock Portfolio, Portfolio Management

New Carson Launched: 4 November 2022

November 4, 2022 By Lowell Herr

Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The Carson is quite different in that it can be classified as

Filed Under: Carson Portfolio, Portfolio Management Tagged With: Carson

Carson Portfolio: Creating A New Investing Model

November 3, 2022 By Lowell Herr

Coming sometime over the next two month is a new investing model.  I’ll classify it as a Bullish Percent Indicator ETF Sector Model.  I’ve hinted at this approach from time to time, but have not laid out the investing strategy in detail.  I

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

Meta Data

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

Search

Recent Posts

  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025 September 26, 2025
  • Schrodinger Portfolio Update: 25 September 2025 September 25, 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005 September 22, 2025
  • Franklin Sector BPI Portfolio Review: 19 September 2025 September 19, 2025

Recent Comments

  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
  • Buffett Indicator & Shiller PE Ratio
  • Selecting Closed-End-Funds
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Dirac Portfolio Review: 4 August 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025

General Investment News

Portfolios coming up for review.  Copernicus, Kepler, Bohr and Bethe 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

  • Charles Ellis: Loser’s Game of Stock Picking
  • Relative Portfolio Performance Data: 12 January 2024
  • Rebalancing Asset Allocation Portfolios: 12 March 2025
  • Keep It Simple
  • ITA Wealth Management Review: Catching Up
  • Revisiting The “Swensen Six” Portfolio
  • Rutherford Portfolio Review (Tranche 2): 4 August 2023
  • Pauling Asset Allocation Portfolio Review: 29 May 2024
  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Secure Act 2.0 IRA Charitable Annuity
  • Bohr Portfolio Review: 12 July 2025

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.