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Recession Preparation

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  • Vanguard Recommending Investors Reduce Equity...
    Forum 1
    By Lowell Herr
    3 days ago
  • Bank of America Warning
    Forum 1
    By Lowell Herr
    3 months ago
  • Wall Street Dumps 200 Billion
    Forum 1
    By Lowell Herr
    3 months ago
  • Recession Preparation
    Forum 1
    By Lowell Herr
    4 months ago
  • Financial Repression Video
    Forum 1
    By Lowell Herr
    4 months ago
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General Discussions (7 viewing)

If you don't know where to write a comment, place it here.
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  • Diversify
    Forum 1
    By Lowell Herr
    3 months ago
  • Portfolio Management
    Forum 1
    By Lowell Herr
    3 months ago
  • Financial Repression Blogs
    Forum 1
    By Lowell Herr
    4 months ago
  • Book Recommendation: 1929
    Forum 1
    By Lowell Herr
    8 months ago
  • December Focus
    Forum 1
    By Lowell Herr
    9 months ago
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How To Use The ITA Blog (6 viewing)

Tips on how to best use this blog can be found here.
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35
 
  • Adding Comments
    Forum 1
    By Lowell Herr
    3 weeks ago
  • Reading Blog Posts
    Forum 1
    By Lowell Herr
    2 months ago
  • Notification Instructions
    Forum 1
    By Lowell Herr
    3 years ago
  • ITA Blog Now Free
    Forum 1
    By Lowell Herr
    5 years ago
  • Recommend ITA to Friends
    Forum 1
    By Lowell Herr
    5 years ago
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Kipling Spreadsheet Discussions (1 viewing)

Discuss Kipling spreadsheet issues and/or how to use this portfolio management software.
Recent Topics  
76
33
 
  • Yahoo Data Source No Longer Working
    Forum 1
    By Lowell Herr
    2 years ago
  • Kipling and Mac
    Forum 1
    By Lowell Herr
    3 years ago
  • Latest ITA file link
    Forum 1
    By Lowell Herr
    3 years ago
  • Where is introduction and description of the ...
    Forum 1
    By Lowell Herr
    4 years ago
  • LRPC-BHS Portfolio Construction
    Forum 1
    By Lowell Herr
    4 years ago
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Sector BPI Model Discussions

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

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139
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  • Energy Overbought
    Forum 1
    By Lowell Herr
    2 weeks ago
  • Sector BPI Update: 8/14/26
    Forum 1
    By Lowell Herr
    2 weeks ago
  • News Flash
    Forum 1
    By Lowell Herr
    4 weeks ago
  • Technology Alert
    Forum 1
    By Lowell Herr
    2 months ago
  • Energy a Buy!
    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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11
8
 
  • Rob Berger on Asset Allocation
    Forum 1
    By Lowell Herr
    2 days ago
  • ITA Portfolios Spreadsheet
    Forum 1
    By Lowell Herr
    2 years ago
  • Asset Allocation Suggestion
    Forum 1
    By Lowell Herr
    2 years ago
  • Portfolio Construction Suggestions
    Forum 1
    By Lowell Herr
    2 years ago
  • William J. Bernstein Portfolios
    Forum 1
    By Lowell Herr
    4 years ago
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Portfolio Management (1 viewing)

This area is set aside for the purpose of discussing how to manage portfolios.
  • Subforums:
  •  Benchmarks (1 viewing)
  •  Canary Portfolios (3 viewing)
  •  Dual Momentum Portfolios (3 viewing)
  •  Robo Advisor Portfolios
  •  LRPC-BHS-HA Portfolios
  •  HedgeHunter Portfolios

Recent Topics  
187
150
 
  • Preserving Capital
    Forum 1
    By Lowell Herr
    1 year ago
  • Rebalancing Portfolio
    Forum 1
    By Lowell Herr
    1 year ago
  • Dual Momentum: Historical Performance
    Forum 1
    By Lowell Herr
    3 years ago
  • 2022 Draw-Down: First Six Months
    Forum 1
    By Lowell Herr
    4 years ago
  • Dual Momentum and Kipling Spreadsheet
    Forum 1
    By Lowell Herr
    5 years ago
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Articles of Interest (5 viewing)

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

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76
69
 
  • Income Factory
    Forum 1
    By Lowell Herr
    1 year ago
  • Asset Allocation vs. Stock Selection
    Forum 1
    By Lowell Herr
    5 years ago
  • Two Investing Models
    Forum 1
    By Lowell Herr
    7 years ago
  • The Importance of Asset Allocation
    Forum 1
    By Lowell Herr
    7 years ago
  • Sell In May and Go Away
    Forum 1
    By Lowell Herr
    7 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  
4
3
 
  • Interview With Charles Ellis
    Forum 1
    By Lowell Herr
    5 years ago
  • Passive vs. Active Discussion
    Forum 1
    By Lowell Herr
    7 years ago
  • Dual Momentum Recommendation
    Forum 1
    By Lowell Herr
    8 years ago

Retirement Topics

Anything related to retirement is fair game in this forum
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11
4
 
  • Photography As Retirement Hobby
    Forum 1
    By Lowell Herr
    7 years ago
  • Charitable Giving
    Forum 1
    By Lowell Herr
    7 years ago
  • The complexities of tax-deferred portfolio ma...
    Forum 1
    By Lowell Herr
    3 years ago
  • Retire Early - What is required.
    Forum 1
    By Lowell Herr
    6 years ago

Option Discussions

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

  • Bethe Portfolio Review: 1 September 2026
  • Schrodinger Portfolio Update: 31 August 2026
  • Darwin 2026 Portfolio Review: 28 August 2026
  • Huygens Portfolio Review: 28 August 2026
  • McClintock Sector BPI Update: 26 August 2026
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Recent Posts

  • Bethe Portfolio Review: 1 September 2026 September 1, 2026
  • Schrodinger Portfolio Update: 31 August 2026 August 31, 2026
  • Darwin 2026 Portfolio Review: 28 August 2026 August 31, 2026
  • Huygens Portfolio Review: 28 August 2026 August 29, 2026
  • McClintock Sector BPI Update: 26 August 2026 August 26, 2026
  • Bohr Portfolio Update: 28 August 2026 August 24, 2026
  • Darwin 2026 Portfolio Review: 21 August 2026 August 23, 2026

Recent Comments

  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling 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

  • Bullish Percent Indicators: 21 June 2024
  • Carson Sector BPI Portfolio Update: 3 October 2023
  • New Carson Launched: 4 November 2022
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Bullish Percent Indicators: 8 March 2024
  • The Argument for Self-Management
  • Schrodinger Portfolio Review: 16 October 2024
  • McClintock Sector BPI Portfolio Review: 4 August 2025
  • McClintock Portfolio Review: 30 July 2026
  • Kepler Simplified Asset Allocation Portfolio: 31 March 2025
  • Pauling Asset Allocation Portfolio Review: 25 October 2024

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