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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

2021 in Review

December 15, 2021 By Lowell Herr

  The following short photo show is a brief review of 2021 events.  Although a tad early, I’m sending out Holiday Wishes to all ITA readers. Merry Christmas and a Happy New Year.

Filed Under: Photography Tagged With: Photography

Beginning to Advanced Investors: 4 December 2021

December 4, 2021 By Lowell Herr

There are times when one needs to step out of the weeds of investing and take a fresh look at portfolio construction.  Most readers of ITA Wealth Management have been with us for a number of years, some going as far back to 2008 when this blog was first launched.  The basics of investing do […]

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

Photo Enhancement: Where Condors Soar

November 7, 2021 By Lowell Herr

On a recent trip to Southern California, when traveling south on Route #101, the GPS recommended moving off #101 and taking a more mountainous road, Route #154.  Intuitively, this seemed like a false recommendation.  Why leave a four-lane highway for a winding two lane road.  Route #154 is actually shorter than if one remains on […]

Filed Under: Photography Tagged With: Photography

If Only I Had Been Smart Enough …..

November 6, 2021 By hedgehunter

In my recent Rutherford Review Post I spent a little time describing some of the features of Fibonacci Technical Analysis. I mentioned that I don’t usually use this analysis for Investment purposes (other than, maybe, to help me set stop loss orders) but that I sometimes use it for other “trades”. For fun, since I […]

Filed Under: Uncategorized

Using Volatility as a Diversifier and a Portfolio Hedge

November 1, 2021 By hedgehunter

One of the biggest challenges in Portfolio Construction results from the desire to generate positive returns (within acceptable volatility limits) under any/all market conditions. Our overall objectives are to generate maximum returns with minimum risk. But returns and risk are inexorably linked – with returns tending to be reduced as we reduce risk. We are […]

Filed Under: Critical Material

Thoughts on “Dividend Income Investing” and other Philosophical Topics.

October 10, 2021 By hedgehunter

In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled  “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 Reasons” I first want to re-iterate the point that we make all the time on this site – no single system will perform better than […]

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

Photo Enhancement Example

October 3, 2021 By Lowell Herr

“Photography is the story I fail to put into words.” – Destin Sparks If there happens to be an ITA reader who has an interest in photography, here is an example of an enhance image using Luminar AI. The photograph I’m using is one I made before the pandemic. The location is Mammoth Hot Springs […]

Filed Under: Photography, Music Tagged With: Photography

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  • Response to Comments made by ITA member (John Shelton)
  • Schrodinger Portfolio Review: 2 January 2025
  • Bullish Percent Indicators: 27 January 2023
  • Rutherford Portfolio Review (Tranche 2): 5 July 2024
  • Hawking Portfolio Review: 1 November, 2024
  • Why I Use ETFs Instead of Individual Stocks

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