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You are here: Home / Archives for Beginning Investors

What Is Working?

September 27, 2022 By Lowell Herr

After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios.   Which of the eighteen (18) ITA portfolios rank high on a return basis

Filed Under: Beginning Investors Tagged With: Beginning Investors, Miscellaneous

Just Received My First Paycheck

October 1, 2022 By Lowell Herr

I’m 25 years old and I just received my first paycheck.  What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth IRA

Filed Under: Beginning Investors Tagged With: Beginning Investors

ITA Portfolios: Breaking The Models Into Groups

December 5, 2022 By Lowell Herr

Sixteen portfolios are currently under management at ITA Wealth Management.  This does not include portfolios managed by Hedgehunter.  This blog post explains to readers how the different portfolios are handled or managed.  Each of the sixteen portfolios are reviewed at least every 33 calendar days.  Several, such as the

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

Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin

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

If Starting Over

June 10, 2024 By Lowell Herr Leave a Comment

What advice would I pass on to a beginning investor?  Is this advice applicable for a retired investor?  You be the judge. Investing does not require a finance degree from the University of Chicago.  For starters, check out this video to see just how simple it really is.  To broaden

Filed Under: Beginning Investors, Passive vs. Active Tagged With: Beginning Investors

Returning To Investing Roots: 5 August 2024

August 4, 2024 By Lowell Herr 6 Comments

This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used this model

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

2025: A Year To Simplify

January 7, 2025 By Lowell Herr Leave a Comment

Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios.  Those that will remain unchanged, at least for now, are:  Copernicus, Schrodinger, and Carson.  Each of these three portfolios uses a different investing model. Copernicus:  Invest

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

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Portfolios coming up for review.  Carson, Huygens, and Schrodinger 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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