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Merry Christmas

December 25, 2022 By Lowell Herr

  “Anyone who possesses the fine virtues of politeness, tolerance and generosity, honesty, diligence and benevolence can be regarded as a person of humanity. Politeness will save one from the insults of others; tolerance and generosity will evoke the love of others; honesty brings trust from people; diligence foretells success; and benevolence encourages others to […]

Filed Under: Uncategorized Tagged With: Miscellaneous

What To Do If The Kipling Spreadsheet Becomes Inoperative?

December 21, 2022 By Lowell Herr

ITA readers who are using the Kipling spreadsheet in any form are aware that Finance-Yahoo (Yahoo) once more altered their downloading codes so we cannot pull security prices into the spreadsheet.  Fortunately we have a backup system from Tiingo.  If you do not have a Tiingo account (still free to my knowledge) set one up […]

Filed Under: Kipling Spreadsheet, Critical Material, ITA Portfolios Tagged With: Kipling spreadsheet

Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

BPI Model buying guidelines.  Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model.  They are:  Carson and Franklin.  Thus far there have been few buying opportunities as the U.S. Equities market is in a mini-bull phase.  It may turn into a full […]

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

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 Carson, are updated each week.  To […]

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

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

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  • Copernicus Portfolio Update: 18 September 2025
  • Pauling Asset Allocation Portfolio Review: 16 October 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025

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  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
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  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
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Portfolios coming up for review.  Bohr, Pauling, Copernicus, Gauss, 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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  • Copernicus Portfolio Review: 29 March 2024
  • Copernicus Portfolio Review: 28 March 2025

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