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General Discussions

If you don't know where to write a comment, place it here.

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  • LOGIN Work-Around
    By Lowell He...
    2 months ago

  • Moody's Analytics On Election Projections
    By Lowell He...
    5 months ago

  • E-mail notifications were false alarm
    By Lowell He...
    10 months ago

  • Corvid 19 Spreadsheet
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    11 months ago

  • Iran Military Action and the Market
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    1 year ago

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Portfolio Management

This area is set aside for the purpose of discussing how to manage portfolios.

  • Subforums:
  •  Canary Portfolios
  •  Dual Momentum Portfolios
  •  Robo Advisor Portfolios
  •  LRPC-BHS-HA Portfolios
  •  HedgeHunter Portfolios

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  • Example Portfolios
    By Lowell He...
    8 months ago

  • Three Dual Momentum Portfolios Reviewed
    By Lowell He...
    8 months ago

  • Dual Momentum: Results From Different Look-Ba...
    By Lowell He...
    10 months ago

  • Canary Recommendation Change
    By Lowell He...
    12 months ago

  • DM and TM Projections for 3/16/20
    By Lowell He...
    12 months ago

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Portfolio Construction

Discussions related to how one builds or constructs an investment quiver.

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  • William J. Bernstein Portfolios
    By Lowell He...
    3 months ago

  • Portfolio Construction
    By Lowell He...
    8 months ago

  • Constructing a Multi-Factor Portfolio
    By Lowell He...
    9 months ago


Kipling Spreadsheet Discussions

Discuss Kipling spreadsheet issues and/or how to use this portfolio management software.

Recent Topics  
63
27

 
  • Kipling 5.1.3
    By Miguel_D
    1 year ago

  • Kipling Spreadsheet
    By Albert Ma...
    2 years ago

  • Camtasia: How To Install ITA Add-In File
    By Lowell He...
    2 years ago

  • Kipling Workbook 3.4
    By Lowell He...
    2 years ago

  • Kipling Spreadsheet: Looking Forward to New V...
    By Lowell He...
    2 years 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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21
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  • Blog Issues: Are You Having Any?
    By Lowell He...
    1 year ago

  • Missing Pieces to Blog
    By Lowell He...
    2 years ago

  • Blog Down
    By Lowell He...
    2 years ago

  • Login Reminder
    By Lowell He...
    2 years ago

  • Logging in using Android Phone
    By Lowell He...
    2 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  
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  • Two Investing Models
    By Lowell He...
    1 year ago

  • The Importance of Asset Allocation
    By Lowell He...
    1 year ago

  • Sell In May and Go Away
    By Lowell He...
    2 years ago

  • Factor Investing With Momentum Overlay
    By Lowell He...
    2 years ago

  • Dual Momentum Article
    By Lowell He...
    2 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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2

 
  • Passive vs. Active Discussion
    By Lowell He...
    1 year ago

  • Dual Momentum Recommendation
    By Lowell He...
    2 years ago


Top Tier ETFs

Discussions around the Top Tier ETFs take place in this forum.

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15

 
  • Top Tier ETFs for Week of March 18.
    By Lowell He...
    2 years ago

  • Top Tier ETFs for week of February 25, 2019
    By Lowell He...
    2 years ago

  • Top Tier ETFs for Week of January 7, 2019
    By Lowell He...
    2 years ago

  • Top Tier ETFs Based on 6/9/2020 Data
    By Lowell He...
    9 months ago

  • TT for 6/8/2020
    By Lowell He...
    9 months ago

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Benchmarks

Discussions that focus on portfolio benchmarks are found in this section of the forum.

Recent Topics  
6
4

 
  • Investment Account Manager Discount
    By Lowell He...
    2 years ago

  • Performance Since 4/30/2019
    By Lowell He...
    1 year ago

  • Performance Tables
    By Lowell He...
    2 years ago

  • Benchmark Posts
    By Lowell He...
    2 years ago


Portfolio Performance Discussions

Portfolio performance discussions take place here.

Recent Topics  
19
19

 
  • End-Of-Month (EOM) Rebalancing
    By Lowell He...
    2 years ago

  • End-Of-Month (EOM) Rebalancing
    By Lowell He...
    2 years ago

  • Fourteen Month Performance By Investing Model
    By Lowell He...
    2 years ago

  • Three (3) Month Performance Report
    By Lowell He...
    2 years ago

  • Risk Adjusted Performance Calculations
    By Lowell He...
    8 months ago

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Retirement Topics

Anything related to retirement is fair game in this forum

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  • Photography As Retirement Hobby
    By Lowell He...
    1 year ago

  • Charitable Giving
    By Lowell He...
    2 years ago

  • Retire Early - What is required.
    By Lowell He...
    7 months ago


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Recent Posts

  • Walking Through a Kepler Review for New Subscribers: 2 March 2021
  • Bethe Portfolio Review: 2 March 2021
  • Euclid Portfolio Review: 1 March 2021
  • Aristotle Portfolio: A Quick Look for February
  • Hawking Portfolio Review: 26 February 2021
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Recent Posts

  • Walking Through a Kepler Review for New Subscribers: 2 March 2021 March 2, 2021
  • Bethe Portfolio Review: 2 March 2021 March 2, 2021
  • Euclid Portfolio Review: 1 March 2021 March 1, 2021
  • Aristotle Portfolio: A Quick Look for February March 1, 2021
  • Hawking Portfolio Review: 26 February 2021 February 28, 2021
  • Kahneman-Tversky Portfolio Review: 26 February 2021 February 28, 2021
  • Dirac Portfolio Review: 26 February 2021 February 28, 2021

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  • jayaraman ramakrishnan on Kahneman-Tversky Portfolio Review: 26 February 2021
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  • Lowell Herr on Walking Through a Kepler Review for New Subscribers: 2 March 2021
  • jayaraman ramakrishnan on Kahneman-Tversky Portfolio Review: 26 February 2021
  • jayaraman ramakrishnan on Hawking Portfolio Review: 26 February 2021
  • HedgeHunter on Rutherford Portfolio Review (Tranche 3) – 26 February 2021
  • Lowell Herr on Relative ITA Portfolio Performance Data: February 2021
  • Lowell Herr on Franklin Update: 26 February 2021
  • Lowell Herr on Relative ITA Portfolio Performance Data: February 2021

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Popular Posts

  • Walking Through a Kepler Review for New Subscribers: 2 March 2021
  • Bethe Portfolio Review: 2 March 2021
  • Euclid Portfolio Review: 1 March 2021
  • Aristotle Portfolio: A Quick Look for February
  • Hawking Portfolio Review: 26 February 2021

General Investment News

Portfolios coming up for review are:  Euclid, Bethe, and Millikan.  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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Current Platinum members will be grandfathered into a Lifetime Membership in the summer of 2021.

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