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You are here: Home / 2024 / August / Archives for 4th

Archives for August 4, 2024

Returning To Investing Roots: 5 August 2024

August 4, 2024 By Lowell Herr

This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used this model for years going back into the 1960s through the 1990s, […]

Filed Under: Portfolio Management, Beginning Investors, Critical Material, Miscellaneous Tagged With: Critical Material, Portfolio Management

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Recent Posts

  • Carson Sector BPI Portfolio Update: 16 July 2026 July 16, 2026
  • Einstein Portfolio Update: 14 July 2026 July 14, 2026
  • Pauling Portfolio Update: 13 July 2026 July 13, 2026
  • Darwin 2026 Portfolio Review: 10 July 2026 July 12, 2026
  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
  • Schrodinger Portfolio Update: 8 July 2026 July 8, 2026

Recent Comments

  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
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  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Schrodinger Portfolio Update: 8 July 2026
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General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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.

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