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

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

Meta Data

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

Search

Recent Posts

  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026
  • Schrodinger Portfolio Update: 24 February 2026 February 24, 2026
  • Franklin Sector BPI Portfolio Update: 20 February 2026 February 20, 2026
  • Bohr Portfolio Review: 18 February 2026 February 18, 2026
  • Copernicus Portfolio Update: 12 February 2026 February 12, 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 4 December 2025
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beating the Dow With Bonds
  • Millikan Portfolio Review: 13 January 2026
  • Copernicus Portfolio Update: 14 December 2025
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Beta: A Brief Description

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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

  • Kahneman-Tversky Portfolio Review: 1 September, 2023
  • Rutherford Portfolio Review (Tranche 3): 8 September 2023
  • Huygens Asset Allocation Portfolio Review: 11 April 2025
  • Rutherford Portfolio Review (Tranche 3): 6 October 2023
  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Bohr Portfolio Review: 18 February 2026
  • Schrodinger Portfolio Update: 28 October 2025
  • Rutherford Portfolio Review (Tranche 4): 21 June 2024
  • Why Use Index Funds?
  • Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?
  • Relative Portfolio Performance Data: 12 January 2024

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.