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# Post Title Date User
Portfolio Reviews   3 years ago Lowell Herr
portfolios
Busy Week Coming   3 years ago Lowell Herr
portfolios
Three Passive Portfolios   4 years ago Lowell Herr
Bohr portfolios
William J. Bernstein Portfolios   5 years ago Lowell Herr
Bernstein portfolios William Bernstein
Carson Trio Adjustments   5 years ago Lowell Herr
Carson Portfolios
Scheduled Reviews for Next Week   5 years ago Lowell Herr
portfolios reviews
Dual Momentum Portfolios up for review   5 years ago Lowell Herr
portfolios for review
Big Week Coming: June 15th   5 years ago Lowell Herr
portfolios up for review
Steady as you go.   6 years ago Lowell Herr
canary portfolios
Mid-Morning 3/16/2020   6 years ago Lowell Herr
canary portfolios
Two Running Experiments   6 years ago Lowell Herr
Experimental Portfolios
Portfolios Up For Review   6 years ago Lowell Herr
portfolios reviews
Robo Advisor Portfolios   6 years ago Lowell Herr
robo advisor portfolios
Portfolios Up For Review   6 years ago Lowell Herr
portfolios
Carson Portfolios Update   6 years ago Lowell Herr
Carson portfolios
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Recent Posts

  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025

Recent Comments

  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Review: 7 August 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  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.

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Random Posts

  • Rutherford Portfolio Review (Tranche 2): 24 February 2023
  • Bohr Portfolio Review: 6 May 2025
  • Kahneman-Tversky Portfolio Review: 9 August, 2024
  • Gauss Portfolio Review: 28 May 2025
  • Rutherford Portfolio Review (Tranche 2): 16 February 2024
  • Rutherford Portfolio Review (Tranche 1): 9 February 2024
  • Hawking Portfolio Review: 2 June 2023
  • New to ITA Wealth Management?
  • Copernicus Portfolio Review: 2 June 2025
  • Dual Momentum Investing by Gary Antonacci
  • McClintock Portfolio Review: 10 June 2022

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