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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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    2 years ago
  • ITA Blog Now Free
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  • Recommend ITA to Friends
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  • Missing Pieces to Blog
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Kipling Spreadsheet Discussions (1 viewing)

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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    By Lowell Herr
    8 months ago
  • Kipling and Mac
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    1 year ago
  • Latest ITA file link
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    By Lowell Herr
    2 years ago
  • Where is introduction and description of the ...
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    By Lowell Herr
    2 years ago
  • LRPC-BHS Portfolio Construction
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    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.

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  • VCR or Discretionary Overbought
    Forum 1
    By Lowell Herr
    3 days ago
  • Real Estate Overbought
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    By Lowell Herr
    2 weeks ago
  • VFH is a Sell
    Forum 1
    By Lowell Herr
    2 weeks ago
  • Technology Overbought
    Forum 1
    By Lowell Herr
    3 weeks ago
  • Holding Off Adding Sectors
    Forum 1
    By Lowell Herr
    1 month 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
    7 months ago
  • Asset Allocation Suggestion
    Forum 1
    By Lowell Herr
    7 months ago
  • Portfolio Construction Suggestions
    Forum 1
    By Lowell Herr
    1 year ago
  • William J. Bernstein Portfolios
    Forum 1
    By Lowell Herr
    2 years ago
  • Sector BPI Portfolios
    Forum 1
    By Lowell Herr
    2 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

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  • Preserving Capital
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    By Lowell Herr
    2 weeks ago
  • Rebalancing Portfolio
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    2 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
    3 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

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  • Income Factory
    Forum 1
    By Lowell Herr
    3 days ago
  • Asset Allocation vs. Stock Selection
    Forum 1
    By Lowell Herr
    4 years ago
  • Two Investing Models
    Forum 1
    By Lowell Herr
    5 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.
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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
    6 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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    5 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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  • Bohr Portfolio Review: 6 May 2025
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Recent Posts

  • Huygens Portfolio Review: 13 May 2025 May 14, 2025
  • Bohr Portfolio Review: 6 May 2025 May 7, 2025
  • Copernicus Portfolio Review: 5 May 2025 May 5, 2025
  • Bullish Percent Indicators: 2 May 2025 May 3, 2025
  • Buffett Indicator & Shiller PE Ratio May 2, 2025
  • Millikan Portfolio Review: 1 May 2025 May 1, 2025
  • McClintock Sector BPI Portfolio Review: 29 April 2025 April 29, 2025

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  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • hedgehunter on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Hawking Portfolio Review: 10 May, 2024
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Schrodinger Portfolio Review: 11 April 2025
  • Lowell Herr on Bullish Percent Indicators: 11 April 2025
  • Lowell Herr on Schrodinger Portfolio Review: 3 March 2025
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?

Popular Posts

  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 4 April 2025
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  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Bullish Percent Indicators: 7 February 2025

General Investment News

Portfolios coming up for review.  Carson, Huygens, and Schrodinger 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

  • Darwin Portfolio Review: 2 June 2023
  • Rutherford-Darwin Portfolio Review: 7 February 2025
  • Broad Market Conditions: Pay Attention
  • Huygens Asset Allocation Portfolio Review: 13 September 2024
  • Schrodinger Robo Advisor Portfolio Update: 29 March 2023
  • Schrodinger Portfolio Review: 4 November 2024
  • Copernicus Portfolio Review: 3 May 2023
  • Rutherford Portfolio Review (Tranche 4): 21 July 2023
  • Bullish Percent Indicators: 14 June 2024
  • Copernicus Portfolio Review: 5 May 2025
  • Pauling Asset Allocation Portfolio Update: 28 September 2024

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