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 / November / Archives for 4th

Archives for November 4, 2022

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 a contrary investing model.  With […]

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

Schrodinger Portfolio Review: 4 November 2022

November 4, 2022 By Lowell Herr

Schrodinger is the portfolio up for review this morning.  I always enjoy updating this Robo Advisor account as it managed by computer.  I don’t take responsibility for the ups and downs due to market volatility.  The Schrodinger is one of Schwab’s Intelligent Portfolios, of which they have several varieties. If you check the performance pie […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

Meta Data

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

Search

Recent Posts

  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026
  • Schrodinger Portfolio Update: 2 October 2026 October 2, 2026
  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026
  • Franklin Sector BPI Portfolio Update: 28 September 2026 September 28, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Dual Momentum Investing by Gary Antonacci
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Einstein Portfolio Update: 14 July 2026

General Investment News

Portfolios coming up for review.  Carson, Pauling, 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

  • The Elements of Investing: Part III
  • Pauling In Transition: 23 October 2023
  • Dirac 2026 Portfolio Review: 20 July 2026
  • Carson Sector BPI Portfolio Review: 22 August 2023
  • Portfolio Performance Data: 28 September 2023
  • Financial Repression: Part II
  • Bethe Portfolio Update – A Three Tier Model: 14 April 2023
  • Schrodinger Portfolio Review: 4 November 2024
  • Rutherford Portfolio Review (Tranche 1): 28 June 2024
  • Bethe Sector BPI Portfolio Review: 6 November 2023
  • Buying Guidelines For BPI Model Portfolios: 9 December 2022

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.