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Where to start for portfolios worth $750K? $10K?

First post and replies  | Last post by Lowell Herr, 5 years ago

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  •   After trying and failing at individual stock tradi...
    By Florence ... 5 years ago

  •   DillonDale, With a portfolio worth roughly a mil...
    By Lowell He... 5 years ago


Guest Contributions

First post and replies  | Last post by Lowell Herr, 5 years ago

1058
1

  •   Are there any ITA readers who would like to contri...
    By Lowell He... 5 years ago


Cleaning Blog

First post and replies  | Last post by Lowell Herr, 5 years ago

1168
3

  •   I apologize if you are receiving a lot of unwanted...
    By Lowell He... 5 years ago

  •   Can i stop all email notifications? if so how?
    By BOB_P 5 years ago

  •   @bob_p Robert, I'll see what I can do. I thi...
    By Lowell He... 5 years ago


Purging Old Posts

First post and replies  | Last post by Lowell Herr, 5 years ago

858
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  •   ITA is running out of backup space without purchas...
    By Lowell He... 5 years ago


Header Missing

First post and replies  | Last post by Lowell Herr, 5 years ago

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  •   If you are wondering what happened to the image of...
    By Lowell He... 5 years ago


Charitable Contributions via IRAs

First post and replies  | Last post by Lowell Herr, 5 years ago

1134
1

  •   If you are at an age where you are subject to Requ...
    By Lowell He... 5 years ago


Removing Older Blog Posts

First post and replies  | Last post by Lowell Herr, 5 years ago

1153
1

  •   If the blog seems excessively slow it is due to me...
    By Lowell He... 5 years ago


New investor: expectations issue

First post and replies  | Last post by Lowell Herr, 5 years ago

1148
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  •   I love the idea of a website that is an alternativ...
    By william p... 5 years ago

  •   William, As explained in some recent blog posts,...
    By Lowell He... 5 years ago


Platinum to Lifetime and other items

First post and replies  | Last post by Lowell Herr, 5 years ago

1263
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  •   This note is designed to end up in every ITA Plati...
    By Lowell He... 5 years ago


Spam Registrations

First post and replies  | Last post by Lowell Herr, 5 years ago

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  •   In order to reduce the number of Spam registration...
    By Lowell He... 5 years ago


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Recent Posts

  • Millikan Portfolio Review: 27 July 2026 July 28, 2026
  • Copernicus Portfolio Update: 22 July 2026 July 22, 2026
  • Gauss Portfolio Review: 21 July 2026 July 21, 2026
  • Dirac 2026 Portfolio Review: 20 July 2026 July 20, 2026
  • Darwin 2026 Portfolio Review: 20 July 2026 July 20, 2026
  • Kepler Portfolio Review: 20 July 2026 July 20, 2026
  • Carson Sector BPI Portfolio Update: 16 July 2026 July 16, 2026

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  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • 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 Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression Portfolio: Part V
  • Franklin Sector BPI Portfolio Review: 14 April 2026

General Investment News

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

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Random Posts

  • Bohr Asset Allocation Portfolio Review: 20 December 2024
  • Bethe Portfolio Review: 28 March 2023
  • Franklin Sector BPI Portfolio Review: 21 June 2024
  • Bohr Asset Allocation Portfolio Review: 21 April 2025
  • Carson Sector BPI Portfolio Review: 26 January 2026
  • Bohr Portfolio Review: 25 October 2022
  • Kepler Portfolio Management: 11 April 2023
  • Bullish Percent Indicators: 7 April 2023
  • Rutherford Portfolio Review (Tranche 2): 5 May 2023
  • Millikan Portfolio Review: 25 July 2025
  • Two Quarter Rotations of Sector BPI Performance: 29 April 2024

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