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You are here: Home / Archives for 2022

Archives for 2022

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 does a great job of […]

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 recommendation is to go with U.S. Bonds (BND). If this were […]

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 with a firm such as Schwab.  There is […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

What Is Working?

September 27, 2022 By Lowell Herr

After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios.   Which of the eighteen (18) ITA portfolios rank high on a return basis and which rank high on a risk adjusted basis […]

Filed Under: Beginning Investors, Miscellaneous Tagged With: Beginning Investors, Miscellaneous

Kepler Portfolio Review: 26 September 2022

September 26, 2022 By Lowell Herr

Kepler, one of the Relative Strength or Relative Momentum portfolios is up for review this morning.  Now that we are very close to the end of the third quarter, and this pertains to the close of any quarter, I’m reluctant to make any major changes.  One reason is that I want to secure any possible […]

Filed Under: Kepler Portfolio Tagged With: Kepler Portfolio

Schrodinger Portfolio Review: 23 September 2022

September 23, 2022 By Lowell Herr

Schrodinger is the only Robo Advisor or computer managed portfolio followed here on the ITA blog.  This portfolio was initially established as an answer to the question, “Who Will Manage the Family Portfolio When You Die?”  The answer was, place the money in a Robo Advisor account as the computer makes all the investment decisions. […]

Filed Under: Schrodinger Portfolio, Passive vs. Active Tagged With: Schrodinger Portfolio

Bohr Portfolio Review: 22 September 2022

September 22, 2022 By Lowell Herr

Bohr is a Buy and Hold style portfolio where the investment quiver is made up of a group of ETFs designed to produce growth and another group of Closed-End-Funds set up to produce income.  Think of the Bohr as a blend style portfolio.  The Bethe is a similar style portfolio. Don’t miss the article referenced […]

Filed Under: Bohr Portfolio Tagged With: Bohr Portfolio

McClintock Portfolio Review: 19 September 2022

September 19, 2022 By Lowell Herr

McClintock is one of four Dual Momentum™ portfolios and one of the better performers.  With the market up slightly this morning, what advice is likely to come out of the Dual Momentum recommendation.  Follow along for more information.

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

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