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Challenging first half 2022

First post and replies  | Last post by Lowell Herr, 3 years ago

920
2

  •   The first half of the year has been difficult for ...
    By paul pete... 3 years ago

  •   Paul, I can report on draw-downs from 12/31/2021...
    By Lowell He... 3 years ago


New Post Notifications

First post and replies  | Last post by paul peterson, 3 years ago

1041
4

  •   ITA Users: Are you receiving notifications of ne...
    By Lowell He... 3 years ago

  •   No, I have not received any email notifications, h...
    By paul pete... 3 years ago

  •   @itar80pete - Just being a new member should not m...
    By Lowell He... 3 years ago

  •   Yes, it is working now.
    By paul pete... 3 years ago


SCHP Interest Rate

First post and replies  | Last post by paul peterson, 3 years ago

826
2

  •   I just checked the Schwab website and they state t...
    By Lowell He... 3 years ago

  •   I see from VectorVest that div yield is 6.6%, howe...
    By paul pete... 3 years ago


Sortino vs. Sharpe Ratios

First post and replies  | Last post by Lowell Herr, 3 years ago

758
1

  •   Why do I use or prefer the Sortino Ratio over the ...
    By Lowell He... 3 years ago


Interest Opportunities

First post and replies  | Last post by Lowell Herr, 3 years ago

723
1

  •   Schwab's inflation protection ETF (SCHP) is throwi...
    By Lowell He... 3 years ago


Portfolio Reviews

First post and replies  | Last post by Lowell Herr, 4 years ago

784
1

  •   Expect the next portfolio reviews from me to begin...
    By Lowell He... 4 years ago


Unable to post comments or have access to protected content.

First post and replies  | Last post by Lowell Herr, 4 years ago

1620
3

  •   Lowell, Comments I have posted in recent weeks h...
    By Richard D... 4 years ago

  •   Richard, I'm not sure what is going wrong. ...
    By Lowell He... 4 years ago

  •   Richard, Are you now receiving notifications of ...
    By Lowell He... 4 years ago


Acorn Investing

First post and replies  | Last post by Lowell Herr, 4 years ago

718
2

  •   Are any ITA readers using Acorn as an investment v...
    By Lowell He... 4 years ago

  •   Here is another site where they rank Robo Advisors...
    By Lowell He... 4 years ago


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

First post and replies  | Last post by Lowell Herr, 4 years ago

879
2

  •   After trying and failing at individual stock tradi...
    By Florence ... 4 years ago

  •   DillonDale, With a portfolio worth roughly a mil...
    By Lowell He... 4 years ago


Guest Contributions

First post and replies  | Last post by Lowell Herr, 4 years ago

676
1

  •   Are there any ITA readers who would like to contri...
    By Lowell He... 4 years ago


Page 9 / 22 Prev Next

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  • Bullish Percent Indicators: 21 November 2025
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Recent Posts

  • McClintock Sector BPI Portfolio Review: 15 December 2025 December 15, 2025
  • Copernicus Portfolio Update: 14 December 2025 December 13, 2025
  • Millikan Portfolio Review: 4 December 2025 December 4, 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025 November 26, 2025
  • Bullish Percent Indicators: 21 November 2025 November 22, 2025
  • Carson Sector BPI Portfolio Update: 21 November 2025 November 21, 2025
  • Recession: Will Equities Drop In The Next 18 Months? November 18, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Hawking Portfolio Review: 3 October, 2025
  • Buffett Indicator & Shiller PE Ratio
  • ChatGPT Summary of ITA Wealth Management Blog
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • Bullish Percent Indicator: 30 May 2025
  • Copernicus Portfolio Review: 14 November 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  McClintock, Millikan, Copernicus, Huygens, and Kepler 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

  • Rutherford Portfolio Review (Tranche 1): 25 August 2023
  • Bullish Percent Indicators: 1 March 2024
  • Rutherford Portfolio Review (Tranche 1): 31 May 2024
  • Rutherford Portfolio Review (Tranche 3): 12 May 2023
  • Rutherford Portfolio Review (Tranche 4): 8 November 2024
  • Preparing the Millikan For Transition: 26 December 2022
  • Rutherford Portfolio Review (Tranche 5): 21 April 2023
  • Schrodinger Portfolio Update: 28 October 2025
  • Carson Sector BPI Portfolio Review: 19 March 2025
  • Darwin Portfolio Review: 1 December 2023
  • Franklin Sector BPI Portfolio Review: 5 April 2024

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