ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / Forum

Forum

  • Forums
  • Members
  • Recent Posts
Forums
ITA Forums
Portfolio Managemen...
Canary Portfolios
Carson Recommendati...
 
Notifications
Clear all

Carson Recommendations

 
Canary Portfolios
Last Post by Anonymous 6 years ago
1 Posts
1 Users
0 Reactions
878 Views
RSS
Forum 1
 Lowell Herr
(@Lowell Herr)
Joined: 6 years ago
Posts: 1
Topic starter July 23, 2020 10:24 AM  

Based on the current Investment Quiver, here are the recommendations coming out of the Carson Trio.

Both the HA and BHS models are recommending SCHB, QQQ, and VOT.

The LRPC model differs from the above two in that it recommends VWO instead of SCHB.

Lowell

 



   
Quote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic

Search Blog

Recent Posts

  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Millikan Portfolio Review: 29 June 2026
  • Copernicus Portfolio Update: 23 June 2026
  • Carson Sector BPI Portfolio Update: 19 June 2026
  • Franklin Sector BPI Portfolio: 12 June 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 650 Topics
  • 820 Posts
  • 11 Online
  • 293 Members
Our newest member: Bob
Latest Post: Technology Alert
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

 Powered by wpForo version 3.1.1

(Visited 46,087 times, 3,353 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading…

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • McClintock Sector BPI Portfolio Update: 2 July 2026 July 2, 2026
  • Millikan Portfolio Review: 29 June 2026 June 30, 2026
  • Copernicus Portfolio Update: 23 June 2026 June 23, 2026
  • Carson Sector BPI Portfolio Update: 19 June 2026 June 19, 2026
  • Franklin Sector BPI Portfolio: 12 June 2026 June 12, 2026
  • Schrodinger Portfolio Review: 11 June 2026 June 11, 2026
  • Financial Repression Portfolio from ChatGPT June 9, 2026

Recent Comments

  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Schrodinger Portfolio Review: 15 May 2026

General Investment News

Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe 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

  • Millikan Portfolio Review: 4 December 2025
  • Schrodinger Portfolio Review: 1 February 2024
  • Hawking Portfolio Review: 1 December 2023
  • Back Testing Issues: Remain Skeptical of Results
  • Schrodinger Robo Advisor Portfolio Update: 29 March 2023
  • Retirement Planning Mistake #5
  • Kahneman-Tversky Portfolio Review: 3 July, 2024
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Schrodinger Portfolio Review: 22 July 2025
  • Schrodinger Portfolio Review: 16 May 2024
  • Schrodinger Portfolio Update: 28 October 2025

Log in | Website Design by BOING

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.
      %d