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

Portfolio Requirements: Basic Ideas For Construction

April 14, 2014 By Lowell Herr

Basic portfolio construction requires that long-term goals include diversification, a risk reduction model, and equity orientation.  Here is how I outline the thinking process when putting together a portfolio of securities. Think diversification through asset allocation.  Each asset class included in the Strategic

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

William Bernstein’s Latest E-Book: Getting Rich Slowly

April 7, 2014 By Lowell Herr

William Bernstein’s latest e-Book, If You Can: How Millennials Can Get Rich Slowly, is all about regularly investing equal amounts of money using three mutual funds.  Those funds are:  U.S. Total Stock Market, International Total Stock Market, and U.S. Bond Market.  Save 15% of

Filed Under: Books Tagged With: Books

Chopin: 24 Preludes

March 30, 2014 By Lowell Herr

There are many Chopin: 24 Preludes to choose from.  Gregory Sokolov is the artist in this particular and most of the cuts I rate as five stars.  Hence my music recommendation for this week.  The following review by Scott Morrison mirrors my reaction to this recording. “Grigory

Filed Under: Music Tagged With: Classical Music

The Bells of St. Genevieve and Other Baroque Delights

March 16, 2014 By Lowell Herr

The Bells of St. Genevieve and Other Baroque Delights is my classical music recording for the week.  Downloading the MP3 version seems to be the only way to capture this music, but it is worth it.  Below is a positive review from an Amazon reader.  Based on the way

Filed Under: Music Tagged With: Classical Music

Beginner Advice: Getting Started With Portfolio Construction

March 15, 2014 By Lowell Herr

Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month.  What advice would I pass on to such an investor?  The first bit

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

Useful Website: Transparent Investing

March 10, 2014 By Lowell Herr

Last evening I was made aware of a useful and interesting website titled, Transparent Investing.  Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks.  There you will find the

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

Living a Dream: Katherine Jenkins

February 2, 2014 By Lowell Herr

One of my favorite female singers is Katherine Jenkins.  Living a Dream is my CD selection for this week and I recommend downloading the MP3 version to save some money.   The following Amazon review provides clues as to what to expect to

Filed Under: Music Tagged With: CD Recommendations, Music

Scheherazade: Music Selection for This Week

January 26, 2014 By Lowell Herr

  Scheherazade, composed by Nikolai Rimsky-Korsakov, is my CD recommendation for this week.  While there are many options available, this particular CD also includes Capriccio Espagnol.  This is a Telarc disc and I find their recording standards to be quite high.  Following is one of several

Filed Under: Music Tagged With: CD Recommendations

  • « Previous Page
  • 1
  • …
  • 54
  • 55
  • 56
  • 57
  • 58
  • …
  • 61
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Franklin Sector BPI Portfolio: 12 June 2026 June 12, 2026
  • Schrodinger Portfolio Review: 11 June 2026 June 11, 2026
  • Financial Repression Portfolio from ChatGPT June 9, 2026
  • Portfolio Diversification: 6 June 2026 June 6, 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026 June 5, 2026
  • Millikan Portfolio Review: 2 June 2026 June 2, 2026
  • Copernicus Portfolio Review: 26 May 2026 May 26, 2026

Recent Comments

  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Portfolio Diversification: 6 June 2026

General Investment News

Portfolios coming up for review.  Kepler, Schrodinger, Bohr 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.

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

  • Schrodinger Portfolio Review: 21 July 2022
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Rutherford Portfolio Review (Tranche 3): 23 February 2024
  • Copernicus Portfolio Review: 13 May 2024
  • Bullish Percent Indicator: 30 May 2025
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Copernicus Portfolio Review: 26 May 2026
  • Kahneman-Tversky Portfolio Review: 6 April 2023
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Rutherford Portfolio Review (Tranche 1): 20 October 2023
  • Response to Comments made by ITA member (John Shelton)

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.