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

  • Darwin 2026 Portfolio Review: 4 September 2026 September 6, 2026
  • Einstein Portfolio Review: 3 September 2026 September 3, 2026
  • Franklin Sector Portfolio Update: 2 September 2026 September 2, 2026
  • Bethe Portfolio Review: 1 September 2026 September 1, 2026
  • Schrodinger Portfolio Update: 31 August 2026 August 31, 2026
  • Darwin 2026 Portfolio Review: 28 August 2026 August 31, 2026
  • Huygens Portfolio Review: 28 August 2026 August 29, 2026

Recent Comments

  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression: Part 1
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Pauling, Carson, 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

  • Bethe Portfolio Review: 21 February 2023
  • Carson Sector BPI Portfolio Review: 24 October 2025
  • Copernicus Portfolio Review: 4 June 2024
  • Schrodinger Portfolio Update: 2 December 2024
  • Bethe Asset Allocation Portfolio Review: 5 January 2026
  • Dirac 2026 Portfolio Review: 2 July 2026
  • Copernicus Portfolio Review: 3 July 2025
  • Millikan Portfolio Review: 27 May 2025
  • Carson Sector BPI Portfolio Update: 17 April 2024
  • Huygens Asset Allocation Portfolio Review: 23 August 2024
  • Franklin Portfolio Review: 23 February 2023

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.