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Photographic Software Hints

August 29, 2022 By Lowell Herr

ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful.  Here are a few suggestions. I’ve been a Lightroom user from Version 1 on and it will be difficult to move away from Adobe, but that is where I am going after […]

Filed Under: Photography, Music Tagged With: Photography

Using Rotation Data in an Investment Strategy Model

August 27, 2022 By hedgehunter

Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general clockwise rotation of momentum over time (the length of the tail). If we accept that […]

Filed Under: Uncategorized Tagged With: Miscellaneous

Bohr Portfolio Review: 24 August 2022

August 24, 2022 By Lowell Herr

Bohr is one of the growth-income portfolios that is essentially a passive portfolio.  Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio.  While the Kipling spreadsheet is used to keep track of the asset allocations, it is not used in the same way […]

Filed Under: Bohr Portfolio Tagged With: Bohr Portfolio

McClintock Portfolio Review: 16 August 2022

August 16, 2022 By Lowell Herr

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND).  […]

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

Notification Test

July 25, 2022 By Lowell Herr

Notification test. This is a simple test to see if MailPoet, a new notification plugin is working.  Leave a comment if you received this notification.  You may first need to subscribe for notifications.  I think this plugin is setup so you can cancel at anything so you do not receive any notifications.   Once I […]

Filed Under: Uncategorized Tagged With: Miscellaneous

Schrodinger Portfolio Review: 21 July 2022

July 21, 2022 By Lowell Herr

The often touted Schrodinger is again up for review.  I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models.  As a result, one can use the Schrodinger or a similar Robo Advisor portfolio as a management benchmark.  How are the […]

Filed Under: Schrodinger Portfolio Tagged With: Schrodinger Portfolio

McClintock Portfolio Review: 10 June 2022

June 10, 2022 By Lowell Herr

McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are new readers who are not familiar with the Dual Momentum model, it is […]

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

How To Handle This Selloff: 18 May 2022

May 18, 2022 By Lowell Herr

With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff?  Let’s take a simple example.  These suggestions assume cash is available.  Eventually the market will come back.  As long as the inflation is this high and approaching 10%, the market is not going to […]

Filed Under: Uncategorized

Learning More About Options

April 18, 2022 By hedgehunter

This post is a follow-up to comments/requests made in response to my recent post on “Protecting Portfolio Performance” (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject – but understanding Options is nowhere near as difficult as learning how to make money trading Options – and this is difficult to teach. After discussions with Lowell, I […]

Filed Under: Options Tagged With: Options

Activities This Week

March 12, 2022 By Lowell Herr

This week looks to be a quiet one as only the Kepler and Franklin are scheduled for review.  If the market continues its volatile ways, and I expect it will, I’ll update a few other portfolios to make sure they are set properly for what is likely to be a rocky spring and summer.  One […]

Filed Under: Uncategorized Tagged With: Miscellaneous

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  • Carson Sector BPI Portfolio Review: 18 June 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025
  • Schrodinger Portfolio Review: 5 June 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025
  • Bohr Portfolio Review: 4 June 2025

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  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
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  • hedgehunter on Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
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Portfolios coming up for review.  Kepler 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.

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  • Rutherford Portfolio Review (Tranche 4): 10 March 2023
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