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 / Archives for Lowell Herr

Splitting Portfolio Into Multiple Parts

May 23, 2016 By Lowell Herr

Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015.  Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review waiting period.  We see the rankings change

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

Test Notification of New Blog Posts

April 13, 2016 By Lowell Herr

Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts.  As the Sysop I log on to the site every day, but this is not convenient for all readers.  Apparently a new plugin upgrade reset the notification option so I set

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

Beating the Dow With Bonds

April 8, 2016 By Lowell Herr

Several years ago I wrote a review of Michael O’Higgins book, Beating the Dow With Bonds.  O’Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan’s article, “Is

Filed Under: Books Tagged With: Books

Music Recommendations For Easter

March 27, 2016 By Lowell Herr

Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are several familiar choruses. Most compositions of

Filed Under: Music Tagged With: Music

Over-Valued Market: Four Critical Indicators

March 13, 2016 By Lowell Herr

ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high valuation of the current market.  These

Filed Under: Critical Material Tagged With: Critical Material

The Nasty Mathematics of Volatility

March 12, 2016 By Lowell Herr

Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started.  Below is an example of why this is an important concept to consider when managing a

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

Forum: How To Use It Efficiently

February 24, 2016 By Lowell Herr

I’ll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs. 

Filed Under: Beginning Investors Tagged With: Beginning Investors

Debunking Dividend Fallacies

February 19, 2016 By Lowell Herr

While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject.  Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha

Filed Under: Critical Material Tagged With: Critical Material

  • « Previous Page
  • 1
  • …
  • 35
  • 36
  • 37
  • 38
  • 39
  • …
  • 50
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)

Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 4 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • Franklin Portfolio Update: 8 April 2025

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.

This blog is free to all who signup as a Guest.

Random Posts

  • Bullish Percent Indicators: 9 June 2023
  • Pauling Asset Allocation Portfolio Review: 22 January 2025
  • Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
  • Darwin Portfolio Review: 17 May, 2024
  • Rutherford Portfolio Review (Tranche 3): 12 July 2024
  • McClintock Portfolio Review: 10 June 2022
  • Rutherford Portfolio Review (Tranche 1): 20 October 2023
  • Bullish Percent Indicators: 24 February 2023
  • Hawking Portfolio Review: 1 March, 2024
  • Charles Ellis: Loser’s Game of Stock Picking
  • Darwin Portfolio Review: 6 April 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.