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
  • Register
  • Login
Forums
ITA Forums
General Discussions
Portfolio Reviews
 
Notifications
Clear all

Portfolio Reviews

 
General Discussions
Last Post by Lowell Herr 4 years ago
1 Posts
1 Users
0 Reactions
1,354 Views
Sticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 773
Topic starter May 6, 2022 3:29 AM  

Expect the next portfolio reviews from me to begin next Thursday or Friday as I am on vacation.  I decided not to carry the Windows computer I use for Excel work as early next week was a quiet time anyway.  Quiet in that no portfolios were scheduled for review.

I assume Hedgehunter will be writing his weekly review of the Rutherford so look forward to see what ETFs are recommended considering the volatility in the current U.S. Equities market.

I plan to post a new performance data table sometime in the middle of May - after a few more portfolio reviews once I return from vacation.

Don't panic and continue to follow your investment model.  I suspect the Kipling spreadsheet is telling investors to remain out of equities at this time.

Lowell



   
Quote
Topic Tags
portfolio reviews

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Busy Week
    10 months ago
  • Busy Week Coming
    2 years ago
  • Millikan and McClintock
    7 years ago
  • Busy Week Coming
    7 years ago
  • Portfolio Reviews: Busy Week
    8 years ago
Topic Tags:  portfolio reviews (15) ,

Currently viewing this topic 1 guest.

Search Blog

Recent Posts

  • Bethe Portfolio Review: 25 September 2026
  • McClintock Sector BPI Portfolio Update: 24 September 2026
  • Darwin Portfolio Review: 22 September, 2026
  • Huygens Portfolio Review: 22 September 2026
  • Creating a Recession Proof Portfolio
Share:
Forum Information
Mark all read
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 679 Topics
  • 851 Posts
  • 67 Online
  • 292 Members
Our newest member: Bob
Latest Post: Real Estate 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 version 3.2.1

(Visited 72,072 times, 5,865 visits today)

Meta Data

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

Search

Recent Posts

  • Bethe Portfolio Review: 25 September 2026 September 25, 2026
  • McClintock Sector BPI Portfolio Update: 24 September 2026 September 24, 2026
  • Darwin Portfolio Review: 22 September, 2026 September 22, 2026
  • Huygens Portfolio Review: 22 September 2026 September 22, 2026
  • Creating a Recession Proof Portfolio September 20, 2026
  • Millikan Asset Allocation Portfolio Update: 16 September 2026 September 17, 2026
  • Gauss Asset Allocation Portfolio: 15 September 2026 September 15, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression: Part 1
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, 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.

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

  • Bullish Percent Indicators: 17 April 2025
  • Franklin Sector BPI Portfolio Review: 18 October 2023
  • Pauling Asset Allocation Portfolio: 4 February 2026
  • Huygens Asset Allocation Portfolio Review: 11 October 2024
  • Rutherford Portfolio Review (Tranche 1): 22 September 2023
  • Carson Update: 27 December 2022
  • Rutherford-Darwin Portfolio Review: 21 February 2025
  • Five Habits of People In Debt
  • Bullish Percent Indicators: 15 April 2023
  • McClintock Sector BPI Portfolio Review: 25 March 2025
  • Hawking Portfolio Review: 5 June, 2024

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.