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

Broad Market Conditions: Pay Attention

February 16, 2017 By Lowell Herr

Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the “Over-Valued Market…” article.  Click on the above

Filed Under: Critical Material Tagged With: Critical Material

What Is On The Other Side Of The 3 x 5 Card?

February 1, 2017 By Lowell Herr

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall

Filed Under: Beginning Investors, Critical Material, ITA Portfolios, Portfolio Management, Portfolio Performance Tagged With: Beginning Investors, Critical Material

Sector Investing: A Simple Approach

January 30, 2017 By Lowell Herr

Occasionally, I’ll encounter an ITA reader who is interested in constructing a portfolio around sectors.  Those who have read Gary Antonacci’s book, Dual Momentum Investing may recall him stating the following.  “My favorite dual momentum strategy is one that rotates among the strongest U.S. stock market equity sectors.”  This blog

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Investing 101

January 24, 2017 By Lowell Herr

Beginning Investors It is not unusual to read or hear someone say – “I don’t understand what you are talking about.”  When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic ideas

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

A Brief History of ITA Wealth Management

January 2, 2017 By Lowell Herr

As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest.  The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement.  The last physics workshop (Project PHYSLab) concluded a 10 year run

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

Time To Bang The Retirement Drum – Again

November 30, 2016 By Lowell Herr

“Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren’t saving enough…”  So writes Stan Choe in an Associated Press article.  Check out the Retirement Planning category for past blog posts on this subject. Date from the Federal

Filed Under: Retirement Planning Tagged With: Retirement Planning

Why Focus On Value and Momentum

October 21, 2016 By Lowell Herr

ITA followers know that even the passively managed portfolios are skewed toward the value side of a broad Strategic Asset Allocation plan.  Here is an example from the Schrodinger portfolio Dashboard. Schrodinger Dashboard:  Schrodinger’s Strategic Asset Allocation plan is laid out in the following Dashboard.  Check the nine asset

Filed Under: Critical Material, Portfolio Construction Tagged With: Portfolio Management

Retirement Plan: Am I On Track?

September 19, 2016 By Lowell Herr

Retirement planning is a primary motivator for saving and setting up an investment portfolio.  Are there any saving guidelines for the individual investor?  Below are a few and I suggest you check out William Bernstein’s words of wisdom.  Search “Bernstein” on this

Filed Under: Retirement Planning Tagged With: Retirement Planning

  • « Previous Page
  • 1
  • …
  • 38
  • 39
  • 40
  • 41
  • 42
  • …
  • 54
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Bullish Percent Indicators: 21 November 2025 November 22, 2025
  • Carson Sector BPI Portfolio Update: 21 November 2025 November 21, 2025
  • Recession: Will Equities Drop In The Next 18 Months? November 18, 2025
  • Copernicus Portfolio Review: 14 November 2025 November 14, 2025
  • Pauling Portfolio Review: 13 November 2025 November 13, 2025
  • McClintock Sector BPI Portfolio Review: 11 November 2025 November 11, 2025
  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Bullish Percent Indicator: 30 May 2025
  • ChatGPT Summary of ITA Wealth Management Blog
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Franklin, Gauss, Schrodinger and Huygens 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

  • Preparing the Millikan For Transition: 26 December 2022
  • Life Insurance: My Story
  • Bullish Percent Indicator Data: 6 October 2023
  • Gauss Asset Allocation Portfolio Review: 5 February 2025
  • Kepler Portfolio Review: 13 February 2025
  • Feynman Portfolio Study: Part 10-3
  • What Should I Do If I Sell My House or Come Into An Inheritance?
  • The Skeptical Investor: Should I Follow An Active or Passive Management Model?
  • Bullish Percent Indicators: 11 April 2025
  • Huygens Asset Allocation Portfolio Review: 11 April 2025
  • Huygens Portfolio Review: 19 August 2025

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.