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Thanksgiving Wishes

November 24, 2022 By Lowell Herr

Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon.  Thank you for keeping in touch and reading this investment blog.  A few of you have been here for the nearly 15 years I’ve been writing this blog.  A special thanks to Hedgehunter (David) for all his contributions to make this site even […]

Filed Under: Uncategorized Tagged With: Miscellaneous

McClintock Portfolio Review: 23 November 2022

November 23, 2022 By Lowell Herr

Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the DM portfolios. Based on five years of data with four different Dual Momentum (DM) portfolios, […]

Filed Under: McClintock Portfolio, Dual Momentum, Portfolio Management Tagged With: Dual Momentum, McClintock Portfolio, Portfolio Management

New Carson Launched: 4 November 2022

November 4, 2022 By Lowell Herr

Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The Carson is quite different in that it can be classified as a contrary investing model.  With […]

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

Carson Portfolio: Creating A New Investing Model

November 3, 2022 By Lowell Herr

Coming sometime over the next two month is a new investing model.  I’ll classify it as a Bullish Percent Indicator ETF Sector Model.  I’ve hinted at this approach from time to time, but have not laid out the investing strategy in detail.  I have no back-testing to support this model so be cautious if you […]

Filed Under: Carson Portfolio Tagged With: Carson Portfolio

Copernicus Portfolio Review: 19 October 2022

October 19, 2022 By Lowell Herr

Copernicus is the portfolio on the dock for updating this morning.  While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices.  This is what the young investor needs to consider.  As stated before, young savers are hoping for a decline in market prices, assuming […]

Filed Under: Copernicus Portfolio Tagged With: Copernicus

On1 Photo RAW Hints: 6 October 2022

October 6, 2022 By Lowell Herr

For ease of post-processing photographs, I find On1 Photo RAW and Luminar Neo to be among the easiest and most powerful tools available.  I recently canceled my subscription to Adobe as I found I was using Lightroom less and less.  If you love Lightroom CC, stick with it as it does a great job of […]

Filed Under: Photography Tagged With: Photography

Checking Up On McClintock: 5 October 2022

October 5, 2022 By Lowell Herr

Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities.  Not so with the McClintock as the recommendation is to go with U.S. Bonds (BND). If this were […]

Filed Under: McClintock Portfolio Tagged With: McClintock Portfolio

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 with a firm such as Schwab.  There is […]

Filed Under: Beginning Investors Tagged With: 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 and which rank high on a risk adjusted basis […]

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

The Argument for Self-Management

September 9, 2022 By Lowell Herr

ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios.  Numerous models are explained and updated each month.  These models vary from the very simple to a few that are more complex.  Complex is defined as requiring more judgment and decisions vs. Buy and […]

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

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  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025
  • Schrodinger Portfolio Review: 21 August 2025
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  • Copernicus Portfolio Review: 15 August 2025

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  • Lowell Herr on Copernicus Portfolio Review: 1 August 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Selecting Closed End Funds (CEFs)
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  • Lowell Herr on Hawking Portfolio Review: 14 July 2025

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Portfolios coming up for review.  Carson, Franklin, and Bohr 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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  • Franklin Sector BPI Portfolio Review: 12 May 2023
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  • Rutherford Portfolio Review (Tranche 1): 23 August 2024
  • Rutherford-Darwin Portfolio Review: 7 March 2025
  • Back Testing Issues: Remain Skeptical of Results

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