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You are here: Home / Archives for Lowell Herr

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

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

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction Tagged With: Asset Allocation, Schrodinger Portfolio

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).  With wars and rumors of wars loaded on top

Filed Under: Carson Portfolio, Sector BPI

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 working for the three Sector BPI portfolios.  Check portfolios Carson and McClintock for further […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

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

Filed Under: Schrodinger Portfolio, Asset Allocation, Beginning Investors, Passive vs. Active, Portfolio Construction Tagged With: Schrodinger Portfolio

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 in what to do if no sectors are

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

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  • Kepler CEF Portfolio Review: 12 September 2025 September 12, 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025 September 10, 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025 September 5, 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025 September 2, 2025
  • Schrodinger Portfolio Review: 21 August 2025 August 22, 2025
  • Huygens Portfolio Review: 19 August 2025 August 20, 2025
  • Copernicus Portfolio Review: 15 August 2025 August 15, 2025

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  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Huygens Portfolio Review: 19 August 2025
  • BOB_P on Huygens Portfolio Review: 19 August 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
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  • Schrodinger Portfolio Review: 20 June 2025
  • Selecting Closed-End-Funds
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Bullish Percent Indicators: 17 April 2025

General Investment News

Portfolios coming up for review.  Bohr, Pauling, Copernicus, Gauss, and Franklin 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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  • Rebalancing Asset Allocation Portfolios: 12 March 2025
  • Schrodinger Portfolio Review: 5 June 2025
  • Expectancy
  • Bullish Percent Indicators: 23 June 2023
  • Hawking Portfolio Review: 14 July 2025
  • Why Use Index Funds?
  • Returning To Investing Roots: 5 August 2024
  • Kepler CEF Portfolio Review: 28 July 2025
  • Pauling Asset Allocation Portfolio Review: 29 May 2024
  • Franklin Sector BPI Portfolio Review: 2 October 2023
  • Schrodinger Portfolio Review: 8 January 2024

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