ITA Wealth Management

  • Home
  • Blog
  • Lifetime Membership
  • Portfolios
    • Bethe Portfolio
    • Bohr Portfolio
    • Carson Portfolios
    • Dirac Portfolio
    • Einstein Portfolio
    • Franklin Portfolio
    • Galileo Portfolio
    • Gauss Portfolio
    • Huygens Portfolio
    • Kahneman-Tversky Portfolio
    • Kepler Portfolio
    • McClintock Portfolio
    • Millikan Portfolio
    • Pauling Portfolio
    • Rutherford Portfolio
    • Schrodinger Portfolio
  • Forum
  • Reset Password
  • Contact Me
  • ITA Feedback
  • About Me
You are here: Home / Archives for Lowell Herr

Bullish Percent Indicators: 9 April 2021

April 10, 2021 By Lowell Herr Leave a Comment

Bullish Percent Indicators have been off the radar for a few weeks and it is time to check in and see what is going on with the broad U.S. Equities market.  As you will see in a moment, we are in a strong upward mobile market.  As you examine the following tables, check the right […]

Filed Under: Bullish Percent Indicators Tagged With: Bullish Percent Indicators

The Elements of Investing: Part II

March 27, 2021 By Lowell Herr Leave a Comment

Chapter two of The Elements of Investing covers index investing.  When it comes to investing, nobody knows more than the market.  William F. Sharpe put is simply in an article many years ago when he wrote – The Arithmetic of Active Management.  I find it humorous that Sharpe did not use the word mathematics in […]

Filed Under: Beginning Investors, Asset Allocation, Books, Critical Material, Passive vs. Active Tagged With: Beginning Investors, Books, Critical Material

The Elements of Investing: Part I

March 25, 2021 By Lowell Herr Leave a Comment

Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing.  This compact book hits on all cylinders of investing and the first one is the most important – SAVE.  This simply means, follow The Golden Rule of Investing. A Charles Dicken’s character, Wilkins Micawber, came […]

Filed Under: Beginning Investors, Books, Critical Material Tagged With: Beginning Investors, Books, Critical Material

The Golden Rule of Investing

March 17, 2021 By Lowell Herr Leave a Comment

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.”  The operative word is early.  William J. Bernstein lays it out in stark language in his book, “The Investor’s Manifesto“ where he writes, “Each dollar you do not save at 25 will mean two inflation-adjusted dollars that […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors, Critical Material

New Content Notification

March 13, 2021 By Lowell Herr 12 Comments

Several readers contacted me about new blog post notifications.  New content was not reaching readers unless they logged into ITA Wealth Management. This post is a test of a new plugin to see if this note reaches ITA readers.  If you see this post automatically in your e-mail, drop a note in the Comments section […]

Filed Under: Tagged With: Miscellaneous

Portfolio Benchmarking: Looking Beyond Portfolio Returns

March 11, 2021 By Lowell Herr Leave a Comment

In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking.  Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link to one benchmarking article.  Check it out. In most of the portfolio reviews you will see data and graphs […]

Filed Under: Benchmarks Tagged With: Benchmarks

Gauss Portfolio Review: 10 March 2021

March 10, 2021 By Lowell Herr Leave a Comment

Gauss is the portfolio up for review this morning.  With a rising market, fewer securities are showing up as a Buy.  While I think the Relief Bill will help the stock market move forward, I’ll continue to take a conservative approach with the Gauss as you will see in the following review. The management model […]

Filed Under: Gauss Portfolio Tagged With: Gauss Portfolio

Where Did All The Posts Go?

March 9, 2021 By Lowell Herr Leave a Comment

If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct.  I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful.  I was doing this in preparation of setting up a new […]

Filed Under: Tagged With: Miscellaneous

  • 1
  • 2
  • 3
  • …
  • 27
  • Next Page »

Meta Data

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

Search

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Recent Posts

  • Bullish Percent Indicators: 9 April 2021 April 10, 2021
  • The Elements of Investing: Part II March 27, 2021
  • The Elements of Investing: Part I March 25, 2021
  • GLD Inflation Play with Options March 20, 2021
  • The Golden Rule of Investing March 17, 2021
  • New Content Notification March 13, 2021
  • Rutherford Portfolio Review (Tranche 5) – 12 March 2021 March 13, 2021

Recent Comments

    Users Online

    6 Users Online
    Users: Scott Fritchie, 5 Bots

    Popular Posts

    • Over-Valued Market Update: Four Critical Indicators – April 2021 53 views | 2 comments
    • Relative Portfolio Performance: 8 April 2021 50 views | 2 comments
    • Modified Kipling Workbook with Risk Ratios 46 views | 0 comments
    • Rutherford Portfolio Review (Tranche 3) – 1 April 2021 40 views | 2 comments
    • Rutherford Portfolio Review (Tranche 4) – 9 April 2021 34 views | 1 comment
    • Gauss Portfolio Review: 13 April 2021 33 views | 6 comments
    • Quick Look At Kepler: 3 April 2021 32 views | 2 comments

    General Investment News

    Portfolios coming up for review are:  Franklin, Huygens and Schrodinger.  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.

    Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Current Platinum members will be grandfathered into a Lifetime Membership before the end of 2021.

    Random Posts

    • Benjamin Graham and Index Funds
    • Dual Momentum Over Past Year – February 2020 – February 2021
    • Vermont Symphony Orchestra: Counterpoint Christmas Music
    • Katherine Jenkins: “La Diva” is CD Recommendation for Week
    • Basic Portfolio and Current ETF Rankings
    • Katherine Jenkins: “Rejoice” – CD Recommendation for Week
    • All You Need To Know About Investing On a 3 x 5 Card
    • Over-Valued Market: Four Critical Indicators
    • Schwert Rule: What Is It and How Much Attention Should It Receive?
    • Investing Basics: Examining the Fundamental Principles

    Log in | Website Design by BOING