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Recent Blog Entry

Millikan Portfolio Review: 1 July 2025

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 … [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

Tactical Asset Allocation: Does It Make Sense?

Here is the link to a particularly useful article for ITA readers.  As you read the article, pay particular attention to the fundamentals that provide clues as to whether or not the market is likely to generate lower than average, average, or above average returns over the next 10 … [Read More...]

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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]

Schrodinger Portfolio Review: 5 June 2025

June 6, 2025 By Lowell Herr Leave a Comment

  Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance.  Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab.  All the owner needs to do is save … [Read more]

Franklin Sector BPI Portfolio Review: 4 June 2025

June 5, 2025 By Lowell Herr Leave a Comment

Franklin is the Sector BPI portfolio up for review.  Included in this blog post is evidence of the viability of the Sector BPI investing model.  Based on all the uncertainty surrounding the current administration I will be making some slight changes … [Read more]

Bohr Portfolio Review: 4 June 2025

June 4, 2025 By Lowell Herr Leave a Comment

As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio.  As a result there is a willingness to give up potential returns during these uncertain times.  The on again, off again tariff … [Read more]

Copernicus Portfolio Review: 2 June 2025

June 2, 2025 By Lowell Herr Leave a Comment

While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May.  Take that into consideration as you read this update.  As followers of this portfolio know, this is a passive portfolio that focuses on … [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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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