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General Discussions (1 viewing)

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  • Jeffrey Sachs on Tariffs
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    By Lowell Herr
    3 months ago
  • Comment Section Not Working
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    By Lowell Herr
    3 months ago
  • Financial Advice
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    By Lowell Herr
    3 months ago
  • Rob Berger Advice
    Forum 1
    By Lowell Herr
    4 months ago
  • Schwab and Taxes
    Forum 1
    By Lowell Herr
    5 months ago
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How To Use The ITA Blog

Tips on how to best use this blog can be found here.
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  • Notification Instructions
    Forum 1
    By Lowell Herr
    2 years ago
  • ITA Blog Now Free
    Forum 1
    By Lowell Herr
    4 years ago
  • Recommend ITA to Friends
    Forum 1
    By Lowell Herr
    4 years ago
  • Blog Issues: Are You Having Any?
    Forum 1
    By Lowell Herr
    6 years ago
  • Missing Pieces to Blog
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    By Lowell Herr
    6 years ago
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Kipling Spreadsheet Discussions

Discuss Kipling spreadsheet issues and/or how to use this portfolio management software.
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  • Yahoo Data Source No Longer Working
    Forum 1
    By Lowell Herr
    11 months ago
  • Kipling and Mac
    Forum 1
    By Lowell Herr
    2 years ago
  • Latest ITA file link
    Forum 1
    By Lowell Herr
    2 years ago
  • Where is introduction and description of the ...
    Forum 1
    By Lowell Herr
    2 years ago
  • LRPC-BHS Portfolio Construction
    Forum 1
    By Lowell Herr
    3 years ago
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Sector BPI Model Discussions

Investors interested in the Sector Bullish Percent Indicator Model can discuss ideas here.

Recent Topics  
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  • Real Estate Overbought (6/6/2025)
    Forum 1
    By Lowell Herr
    2 months ago
  • Communications is Overbought
    Forum 1
    By Lowell Herr
    2 months ago
  • VCR or Discretionary Overbought
    Forum 1
    By Lowell Herr
    2 months ago
  • Real Estate Overbought
    Forum 1
    By Lowell Herr
    3 months ago
  • VFH is a Sell
    Forum 1
    By Lowell Herr
    3 months ago
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Portfolio Construction

Discussions related to how one builds or constructs an investment quiver.
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  • ITA Portfolios Spreadsheet
    Forum 1
    By Lowell Herr
    9 months ago
  • Asset Allocation Suggestion
    Forum 1
    By Lowell Herr
    9 months ago
  • Portfolio Construction Suggestions
    Forum 1
    By Lowell Herr
    1 year ago
  • William J. Bernstein Portfolios
    Forum 1
    By Lowell Herr
    3 years ago
  • Sector BPI Portfolios
    Forum 1
    By Lowell Herr
    3 years ago
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Portfolio Management

This area is set aside for the purpose of discussing how to manage portfolios.
  • Subforums:
  •  Benchmarks
  •  Canary Portfolios
  •  Dual Momentum Portfolios
  •  Robo Advisor Portfolios
  •  LRPC-BHS-HA Portfolios
  •  HedgeHunter Portfolios

Recent Topics  
183
146
 
  • Preserving Capital
    Forum 1
    By Lowell Herr
    3 months ago
  • Rebalancing Portfolio
    Forum 1
    By Lowell Herr
    4 months ago
  • Dual Momentum: Historical Performance
    Forum 1
    By Lowell Herr
    2 years ago
  • 2022 Draw-Down: First Six Months
    Forum 1
    By Lowell Herr
    3 years ago
  • Dual Momentum and Kipling Spreadsheet
    Forum 1
    By Lowell Herr
    4 years ago
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Articles of Interest

If you find an article of interest, place the link or reference in this forum.
  • Subforums:
  •  Seeking Alpha Articles

Recent Topics  
76
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  • Income Factory
    Forum 1
    By Lowell Herr
    2 months ago
  • Asset Allocation vs. Stock Selection
    Forum 1
    By Lowell Herr
    4 years ago
  • Two Investing Models
    Forum 1
    By Lowell Herr
    6 years ago
  • The Importance of Asset Allocation
    Forum 1
    By Lowell Herr
    6 years ago
  • Sell In May and Go Away
    Forum 1
    By Lowell Herr
    6 years ago
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Passive and Active Investing Models

Discussions that focus on the two broad investing models can be posted here.
Recent Topics  
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  • Interview With Charles Ellis
    Forum 1
    By Lowell Herr
    4 years ago
  • Passive vs. Active Discussion
    Forum 1
    By Lowell Herr
    6 years ago
  • Dual Momentum Recommendation
    Forum 1
    By Lowell Herr
    6 years ago

Retirement Topics

Anything related to retirement is fair game in this forum
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  • Photography As Retirement Hobby
    Forum 1
    By Lowell Herr
    5 years ago
  • Charitable Giving
    Forum 1
    By Lowell Herr
    6 years ago
  • The complexities of tax-deferred portfolio ma...
    Forum 1
    By Lowell Herr
    2 years ago
  • Retire Early - What is required.
    Forum 1
    By Lowell Herr
    5 years ago

Option Discussions

Discussions related to options will take place in this area of the Forum
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Recent Posts

  • Huygens Portfolio Review: 22 July 2025 July 22, 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025 July 19, 2025
  • Hawking Portfolio Review: 14 July 2025 July 15, 2025
  • Bohr Portfolio Review: 12 July 2025 July 12, 2025
  • Questions To Ask Your Money Manager July 11, 2025
  • Copernicus Portfolio Review: 3 July 2025 July 5, 2025
  • Millikan Portfolio Review: 1 July 2025 July 1, 2025

Recent Comments

  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 July 2025
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lee Cash on Hawking Portfolio Review: 14 July 2025
  • hedgehunter on Hawking Portfolio Review: 14 July 2025
  • Lee Cash on Hawking Portfolio Review: 14 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Bullish Percent Indicators: 17 April 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Copernicus Portfolio Review: 5 May 2025

General Investment News

Portfolios coming up for review.  Huygens, Schrodinger, Bohr and Millikan 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.

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Random Posts

  • Bullish Percent Indicators: 29 March 2024
  • Hawking Portfolio Review: 7 July 2023
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Schrodinger Portfolio Review: 5 June 2025
  • Rutherford Portfolio Review (Tranche 1): 17 November 2023
  • Schrodinger Portfolio Review: 26 August 2024
  • Portfolio Requirements: Basic Ideas For Construction
  • Franklin Sector BPI Portfolio Review: 5 June 2024
  • Schrodinger Portfolio Review: 15 March 2023
  • Strategic Asset Allocation: A Starting Point For Portfolio Construction
  • Sector BPI Millikan Portfolio Update: 14 June 2024

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