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

Financial Repression Portfolio Update From ChatGPT

June 30, 2026 By Lowell Herr Leave a Comment

Florida As the U.S. Equities Market moves higher the Buffett Indicator continues to flash a warning that we are just waiting for the pin to be pulled on the grenade.  Based on an overvalued market I once more asked ChatGPT to create a diversified portfolio that stands a good chance or resisting a market correction […]

Filed Under: Critical Material, Asset Allocation, Beginning Investors, Income, Portfolio Construction, Portfolio Management Tagged With: Financial Repression, Portfolio Construction

Millikan Portfolio Review: 29 June 2026

June 30, 2026 By Lowell Herr Leave a Comment

“Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low real interest rates, and increasing government debt can create an environment in which traditional investment strategies struggle to protect purchasing power. A thoughtfully […]

Filed Under: Asset Allocation, Millikan Portfolio, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Millikan Portfolio

Kepler Portfolio Update: 23 June 2026

June 26, 2026 By Lowell Herr Leave a Comment

Kepler is the portfolio up for review this morning and there are few changes as cash is limited or orders are already in place for purchase.  The revised asset allocation model is set up to resist Financial Repression.  This is a test portfolio to keep an eye on over the next 2.5 years or until […]

Filed Under: Kepler Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Kepler Portfolio

Gauss Portfolio Review: 25 June 2026

June 25, 2026 By Lowell Herr Leave a Comment

  Gauss is the asset allocation portfolio up for review.  Few changes are taking place with the U.S. Equities market this high and the overall concern of an overvalued market based on the Shiller PE ratio as well as the Buffett Indicator hovering in “nose bleed” territory. The following analysis explains how I am handling […]

Filed Under: Gauss Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Gauss Portfolio

Copernicus Portfolio Update: 23 June 2026

June 23, 2026 By Lowell Herr 1 Comment

Copernicus is the “all equity” portfolio, but with a few changes since the U.S, Stock market is overvalued by a wide margin.  At this writing the market was down today, but the Copernicus was holding to the upside. The current portfolio holds very few shares in the total market while investing in dividend driven ETFs […]

Filed Under: Copernicus Portfolio, Portfolio Management Tagged With: Copernicus Portfolio

Carson Sector BPI Portfolio Update: 19 June 2026

June 19, 2026 By Lowell Herr Leave a Comment

That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal.  The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog post readers will see this management style is […]

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

Einstein Portfolio Review: 17 June 2026

June 17, 2026 By Lowell Herr Leave a Comment

Einstein is the “Financial Repression” portfolio up for review this morning.  If you are prevented from reading this blog post, register as a Guest (free) and wait for me to upgrade your Guest membership to Platinum.  The blog is free to all readers. And now to the analysis of this portfolio that has been a […]

Filed Under: Einstein Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management, Risk Management Tagged With: Einstein Portfolio, Portfolio Management

Pauling Portfolio Review: 15 June 2026

June 15, 2026 By Lowell Herr Leave a Comment

Pauling is one of several portfolios constructed around the concept of asset allocation. If you check the various ETFs you will see it is invested with global equities in mind. I asked ChatGPT if the U.S. Equities market is overvalued.  Here is the response. “Yes, by almost all historical standards, the current U.S. equities market […]

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Pauling Portfolio, Portfolio Management

  • « Previous Page
  • 1
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • …
  • 145
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Gauss Asset Allocation Portfolio: 15 September 2026 September 15, 2026
  • Copernicus Portfolio Update: 14 September 2026 September 14, 2026
  • ITA Weekly: 11 September 2026 September 13, 2026
  • Kepler Asset Allocation Portfolio Review: 11 September 2026 September 11, 2026
  • Pauling Asset Allocation Portfolio Review: 9 September 2026 September 9, 2026
  • Carson Sector BPI Portfolio Review: 8 September 2026 September 8, 2026
  • Dirac 2026 Portfolio Review: 4 September 2026 September 7, 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Millikan 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

  • Rutherford Portfolio Review (Tranche 1): 2 June 2023
  • McClintock Portfolio Review: 10 June 2022
  • Millikan Portfolio Update: 17 April 2023
  • Darwin 2026 Portfolio Review: 21 August 2026
  • Millikan Sector BPI Portfolio Review: 27 December 2024
  • Bullish Percent Indicators: 17 November 2023
  • McClintock Sector BPI Portfolio Update: 8 April 2026
  • Gauss Portfolio Review: 28 May 2025
  • Bullish Percent Indicators: 22 September 2023
  • Rutherford-Darwin Portfolio Review: 16 May 2025
  • Pauling Portfolio Review: 13 November 2025

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.