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
General Discussions
Big Week Coming: Ju...
 
Notifications
Clear all

Big Week Coming: June 15th

 
General Discussions
Last Post by Lowell Herr 6 years ago
1 Posts
1 Users
0 Reactions
787 Views
Sticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 710
Topic starter June 11, 2020 10:36 AM  

Next week is a big week for portfolio reviews as we have the Millikan, McClintock, Bohr and Gauss accounts up for review.  The McClintock is a one-year old portfolio that I recently moved over to the Dual Momentum model.  It has a long road to catch up to its VTHRX benchmark.

Lowell



   
Quote
Topic Tags
portfolios up for review

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  portfolios up for review (1) ,

Search Blog

Recent Posts

  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 617 Topics
  • 787 Posts
  • 6 Online
  • 289 Members
Our newest member: Bill Griffith
Latest Post: Sectors Oversold
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  Powered by wpForo version 2.4.17

(Visited 35,496 times, 2 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

  • Portfolio Hedge: 27 March 2026 March 28, 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026 March 23, 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026 March 20, 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026 March 13, 2026
  • Portfolio Hedging March 12, 2026
  • Copernicus Portfolio Review: 11 March 2026 March 11, 2026

Recent Comments

  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026
  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Beating the Dow With Bonds
  • Copernicus Portfolio Update: 15 January 2026

General Investment News

Portfolios coming up for review.  Pauling, Kepler and Gauss 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

  • Portfolio Management When Facing Debt Limit Differences
  • Rutherford-Darwin Portfolio Review: 24 January 2025
  • Franklin Sector BPI Plus Update: 26 May 2023
  • Bullish Percent Indicators: 13 January 2023
  • Schrodinger Portfolio Update: 24 February 2026
  • Kahneman-Tversky Portfolio Review: 1 December, 2023
  • Bullish Percent Indicators: 17 April 2025
  • Thoughts on “Dividend Income Investing” and other Philosophical Topics.
  • Another Reason To Prefer ETFs Over Mutual Funds
  • Darwin Portfolio Review: 29 December 2023
  • ITA Wealth Management Review: Catching Up

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