ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Blog

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

Andrea Bocelli: Romanza – CD Recommendation for Week

May 17, 2015 By Lowell Herr

  As I recall, Romanza featuring Andrea Bocelli was a gift.  I’m a bit surprised I did not recommend this CD before as it has long been a favorite.  One of my favorite selections is Rapsodia, but there are other five star songs found within this excellent recording. As usual, I include a positive review […]

Filed Under: Music Tagged With: Music

  • « Previous Page
  • 1
  • …
  • 56
  • 57
  • 58
  • 59
  • 60
  • …
  • 66
  • Next Page »

Search

Categories

Recent Posts

  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Schrodinger Portfolio Review: 15 May 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

Recent Comments

  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Archives

Calendar

May 2026
S M T W T F S
 12
3456789
10111213141516
17181920212223
24252627282930
31  
« Apr    

Online Members

Popular Posts

  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Carson Portfolio Review: 26 February 2026
  • Schrodinger Portfolio Update: 17 April 2026

General Investment News

Portfolios coming up for review.  Copernicus and Kepler 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

  • Carson Sector BPI Portfolio Review: 19 March 2025
  • McClintock Sector BPI Portfolio Review: 11 November 2025
  • Rutherford Portfolio Review (Tranche 1): 28 June 2024
  • Huygens Portfolio Review: 22 July 2025
  • Schrodinger Portfolio Review: 8 January 2024
  • Rutherford Portfolio Review (Tranche 1): 15 December 2023
  • Rutherford Portfolio Review (Tranche 2): 10 May 2024
  • Carson Sector BPI Portfolio Review: 14 February 2025
  • Rutherford Portfolio Review (Tranche 3): 12 May 2023
  • Beginner Advice: Getting Started With Portfolio Construction
  • A Review/Comparison of Momentum Systems

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.