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Recent Blog Entry

Hawking Portfolio Review: 14 July 2025

The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate "Income" rather than to rely primarily on "growth" as required in more common equity portfolios.  Although there may be … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Critical Material

Serious Investors Benchmark Their Portfolio

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In … [Read More...]

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Hawking Portfolio Review: 14 July 2025

July 15, 2025 By hedgehunter 3 Comments

The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate "Income" rather than to rely primarily on "growth" as required in more common equity portfolios.  Although there may be … [Read more]

Bohr Portfolio Review: 12 July 2025

July 12, 2025 By Lowell Herr Leave a Comment

When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted.  That is what happened to both the Bohr and Einstein portfolios.  The owners of each needed funds for education and other … [Read more]

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 … [Read more]

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 … [Read more]

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 … [Read more]

Schrodinger Portfolio Review: 20 June 2025

June 21, 2025 By Lowell Herr 1 Comment

Welcome to the Summer of 2025.  Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio.  Since the last review no changes were made other than to pick up a few dividends.  In … [Read more]

Carson Sector BPI Portfolio Review: 18 June 2025

June 19, 2025 By Lowell Herr 1 Comment

Over the last month several sectors were sold out of the Carson due to sufficient declines in the ETFs used to mirror specific sectors.  Remaining in the Carson are: Consumer Staples (VDC), Healthcare (VHT), and a shard holding of Utilities (VPU).  … [Read more]

Franklin Sector BPI Portfolio Review: 12 June 2025

June 12, 2025 By Lowell Herr Leave a Comment

One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model.  While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are … [Read more]

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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