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 / 2025 / Archives for July 2025

Archives for July 2025

Questions To Ask Your Money Manager

July 11, 2025 By Lowell Herr Leave a Comment

  Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years.  The neighbor mentioned he has a money manager handle his investments.  When I have one of these conversations my mind begins to come up

Filed Under: Portfolio Management, Portfolio Construction, Portfolio Performance, Risk Management Tagged With: Portfolio Management

Copernicus Portfolio Review: 3 July 2025

July 5, 2025 By Lowell Herr Leave a Comment

When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind.  Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Copernicus Portfolio, Passive Investing.

Millikan Portfolio Review: 1 July 2025

July 1, 2025 By Lowell Herr 1 Comment

While the Millikan portfolio is dated July 1, the information is primarily June data.  The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs).  As readers will see in a moment, I am deviating from the basic asset allocation recommendations as we have yet to

Filed Under: Millikan Portfolio, Asset Allocation, Portfolio Management Tagged With: Millikan Portfolio

  • « Previous Page
  • 1
  • 2

Meta Data

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

Search

Recent Posts

  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Financial Repression: Part 1 April 28, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • Lowell Herr on Copernicus Portfolio Update: 27 April 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Financial Repression: Part 1
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Portfolio Review: 26 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe and Bohr 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

  • Hawking Portfolio Review: 1 March, 2024
  • Darwin Portfolio Review: 6 April 2023
  • Rutherford-Darwin Portfolio Review: 28 February 2025
  • Copernicus Portfolio Update: 22 August 2024
  • Darwin Portfolio Review: 7 July 2023
  • Bullish Percent Indicator: 30 May 2025
  • Darwin Portfolio Review: 1 March, 2024
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Carson Sector BPI Portfolio Review: 18 June 2025
  • Darwin 2026: 2 January 2026
  • Carson Sector BPI Portfolio Update: 21 November 2025

Log in | Website Design by BOING