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General Discussions

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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
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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
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    12 months ago
  • Kipling and Mac
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    2 years ago
  • Latest ITA file link
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    2 years ago
  • Where is introduction and description of the ...
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    3 years ago
  • LRPC-BHS Portfolio Construction
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    3 years ago
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Sector BPI Model Discussions (1 viewing)

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

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  • Health and Materials
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    By Lowell Herr
    1 month ago
  • Real Estate Overbought (6/6/2025)
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    By Lowell Herr
    3 months ago
  • Communications is Overbought
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    By Lowell Herr
    3 months ago
  • VCR or Discretionary Overbought
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    By Lowell Herr
    4 months ago
  • Real Estate Overbought
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    By Lowell Herr
    4 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
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    By Lowell Herr
    11 months ago
  • Asset Allocation Suggestion
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    By Lowell Herr
    11 months ago
  • Portfolio Construction Suggestions
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    By Lowell Herr
    1 year ago
  • William J. Bernstein Portfolios
    Forum 1
    By Lowell Herr
    3 years ago
  • Sector BPI Portfolios
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    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.
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  •  Dual Momentum Portfolios
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  •  LRPC-BHS-HA Portfolios
  •  HedgeHunter Portfolios

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  • Preserving Capital
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    4 months ago
  • Rebalancing Portfolio
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    6 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
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    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.
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  •  Seeking Alpha Articles

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  • Income Factory
    Forum 1
    By Lowell Herr
    4 months ago
  • Asset Allocation vs. Stock Selection
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    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
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    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.
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  • Interview With Charles Ellis
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    By Lowell Herr
    4 years ago
  • Passive vs. Active Discussion
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    By Lowell Herr
    6 years ago
  • Dual Momentum Recommendation
    Forum 1
    By Lowell Herr
    7 years ago

Retirement Topics

Anything related to retirement is fair game in this forum
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  • Photography As Retirement Hobby
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    6 years ago
  • Charitable Giving
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    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

  • Schrodinger Portfolio Review: 21 August 2025 August 22, 2025
  • Huygens Portfolio Review: 19 August 2025 August 20, 2025
  • Copernicus Portfolio Review: 15 August 2025 August 15, 2025
  • Carson Sector BPI Portfolio Review: 7 August 2025 August 7, 2025
  • Dirac Portfolio Review: 4 August 2025 August 4, 2025
  • Copernicus Portfolio Review: 1 August 2025 August 2, 2025
  • Kepler CEF Portfolio Review: 28 July 2025 July 28, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Huygens Portfolio Review: 19 August 2025
  • BOB_P on Huygens Portfolio Review: 19 August 2025
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • Len Suelter on Selecting Closed End Funds (CEFs)
  • hedgehunter on Dirac Portfolio Review: 4 August 2025
  • hedgehunter on Dirac Portfolio Review: 4 August 2025
  • hedgehunter on Dirac Portfolio Review: 4 August 2025
  • Lowell Herr on Dirac Portfolio Review: 4 August 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Review: 20 June 2025
  • Selecting Closed-End-Funds
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicator: 30 May 2025

General Investment News

Portfolios coming up for review.  Carson, Franklin, and Bohr 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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