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The Elements of Investing: Burton G. Malkiel and Charles D. Ellis

September 3, 2015 By Lowell Herr

The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style.  There are five primary sections to this book and they are as follows. It All Starts With Saving Index Diversify Avoid Blunders Keep It Simple There are many blog posts that focus on numbers […]

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

How “Robust” is the ITA Wealth Momentum Strategy? – Part 5

August 29, 2015 By hedgehunter

Reducing Uncertainty by Tranching In the first 4 parts of this study we have focused on the optimization and robustness of the primary parameters necessary to apply the ITA Wealth Momentum Strategy – the appropriate look-back periods to measure momentum (Rate Of Change – ROC) and Volatility and the appropriate weights to apply to these […]

Filed Under: Tranche Investing Tagged With: Tranche Investing

ITA Wealth Management Review: Catching Up

August 6, 2015 By Lowell Herr

With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about.  Long-time readers, and those who have taken the time to read a significant portion of the available material, witnessed an evolution in the investment philosophy of […]

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

The Skeptical Investor: Should I Follow An Active or Passive Management Model?

July 13, 2015 By Lowell Herr

What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management?  Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model?  It is easy to be torn between active management and passive management as […]

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

Symphonic Spectacular: Eric Kunzel and Cincinnati Pops Orchestra

July 5, 2015 By Lowell Herr

Symphonic Spectacular is a CD filled with 5 star ratings.  Don’t let the few reviews on Amazon put you off.  Many of you will recognize tunes such as Ride of the Valkyries, Espana, Marche Slav, Entry March of the Boyars, and Sabre Dance. In addition to many familiar melodies, this CD was put out by […]

Filed Under: Music, Photography Tagged With: Music

The One Page “Investment Book”

June 25, 2015 By Lowell Herr

How to simplify investing is a clarion call from many investors who are either busy working, have little interest in investing, or are very young with minimal experience.  In an effort to respond to this frequent request, I set out to condense an investing model into a few words.  This Seeking Alpha link is my […]

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

Splendor and the Brass: CD Recommendation for June 14

June 14, 2015 By Lowell Herr

In celebration of Kipling’s fourth birthday (actually unknown) I am recommending Splendor and the Brass as there are so many five star selections on this single recording.  Featured composers are:  Handel, Vivaldi, Holborne, Zelenka, Scheidt, and several anonymous composers. There may be a few of you who are not fans of classical music so an […]

Filed Under: Music Tagged With: Music

Biggs and Boston Brass: CD Recommendation for Week of 7 June 2015

June 7, 2015 By Lowell Herr

The Antiphonal Music of Gabrieli is my classical music recommendation this week.  Grab this CD if you can find any available, particularly if you like early music.  Giovanni Gabrieli (1557 – 1612) spans the period from early music into the Baroque Era.  Just in case this CD is unavailable, a good substitute is Arcangelo Corelli’s […]

Filed Under: Music Tagged With: Music

The Power and The Majesty: CD Recommendation for Week

May 31, 2015 By Lowell Herr

Back to another Robert Shaw recommendation – The Power and The Majesty.  A few selections include the following: Haydn’s The Heavens are Telling from the Creation Sanctus from Faure’s Requiem Lacrimosa from the Mozart Requiem O Fortuna from Orff’s Carmina burana Polovtsian Dances by Borodin Here is a positive review from an Amazon listener. “This […]

Filed Under: Music Tagged With: Music

Katherine Jenkins: “Rejoice” – CD Recommendation for Week

May 24, 2015 By Lowell Herr

Katherine Jenkins is to perform this evening at the Memorial Day Concert in Washington, D.C.  Hence this recommendation.  At least twice in the past I’ve suggested her CD’s to ITA readers.  Here are links to those recommendations. Living a Dream La Diva My CD recommendation this week, Rejoice, is another of Jenkins recordings.  While I […]

Filed Under: Music Tagged With: Music

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