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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

Investment Policy Statement: February 2022

February 7, 2022 By Lowell Herr

The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing “[An investment] policy is the most powerful antidote to panic. The best shield for long-term policies against the outrageous attacks of acute short-term data […]

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

Response to Comments made by ITA member (John Shelton)

January 23, 2022 By hedgehunter

In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: “Thx for the very gloomy report. From a psychological perspective, what influence do these trend parameters have on the BHS buy and sell plans? Those of us who study such things know that the Recency Bias would […]

Filed Under: Critical Material, Beginning Investors Tagged With: Beginning Investors, BHS Model, Critical Material

The True Cost of Management Fees

January 15, 2022 By Lowell Herr

Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts.  Regardless, it is time to go through the mathematics of management fees.  Let’s walk through an example. Here are the critical assumptions to consider.  I will neglect […]

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

Photography: Grass Valley Church

January 11, 2022 By Lowell Herr

Readers who appreciate photography may enjoy viewing and comparing images of an abandoned church in Grass Valley, Oregon.  Above is the original image as it came out of a Canon full-frame camera.  No adjustments were made with this photo and as you can see, it is on the dark side. In the above photograph, I […]

Filed Under: Photography Tagged With: Photography

Hindsight is 2021 – A Year-End Retrospective and Lessons for 2022

January 4, 2022 By hedgehunter

Portfolio Construction The following screenshot tells us almost all we really need to know about 2021 – it was a great year to invest in US equities: The S&P 500 Index was up 29% on the year with 70 new highs on the way up and only two (short-lived) corrections of over 4%. Likewise, the […]

Filed Under: Critical Material Tagged With: Critical Material

Happy New Year – 2022

January 1, 2022 By Lowell Herr

Happy New Year In addition to wishing everyone a Happy New Year, this is a test to see if this post is received by everyone classified as a Subscriber.  All registered users are now so classified. If you prefer not to receive notifications of new blog posts (assuming notifications is now working), contact me and […]

Filed Under: Uncategorized Tagged With: Miscellaneous

Asset Allocation and Market Factors

December 30, 2021 By Lowell Herr

Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site.  The debate frequently involves the very basics of portfolio construction.  Does one use individual stocks, mutual funds, or ETFs to populate portfolios?  This is a fundamental question.  Here at ITA Wealth Management we use, almost […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction

Merry Christmas: 2021

December 25, 2021 By Lowell Herr

Merry Christmas Sending Season Greetings to all ITA readers.  Let’s hope for and plan on a less stressful 2022, although it will be difficult to repeat the 2021 bull market. I selected a toy engine (not Lionel) as the photograph since Lionel trains were big in our house during the month of December.  As small […]

Filed Under: Uncategorized Tagged With: Miscellaneous

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Recent Posts

  • Millikan Portfolio Review: 1 July 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025
  • Schrodinger Portfolio Review: 5 June 2025

Recent Comments

  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lowell Herr on Closed End Funds (CEFs): 19 May 2025

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Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Franklin Portfolio Update: 8 April 2025
  • Bullish Percent Indicators: 2 May 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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

  • Franklin Portfolio Update: 8 April 2025
  • Bethe Asset Allocation Portfolio Review: 25 February 2025
  • A Review/Comparison of Momentum Systems
  • Beginning to Advanced Investors: 4 December 2021
  • Kahneman-Tversky Portfolio Review: 8 May, 2023
  • Rutherford Portfolio Review: 27 December 2024
  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • Bullish Percent Indicators: 24 May 2024
  • Carson Sector BPI Portfolio: 21 March 2024
  • Bullish Percent Indicators: 25 August 2023
  • Rutherford Portfolio Review (Tranche 1): 8 March 2024

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