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
Portfolio Reviews T...
 
Notifications
Clear all

Portfolio Reviews This Week Are:

 
General Discussions
Last Post by Lowell Herr 7 years ago
1 Posts
1 Users
0 Reactions
1,477 Views
Sticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 780
Topic starter July 28, 2019 6:02 AM  

This week the portfolios up for review are:  Kepler, Aristotle, three Carson, and Huygens.  It will be a busy week as I work through five Tranche Momentum portfolios and one Dual Momentum portfolio.  This is the second month for the three different Carson portfolios.  Will be interesting to see how they differ - if they do.

To keep track of what portfolios are coming up for review, check the General News or the Middle Footer at the bottom of each page.  I try to remember to post each week what portfolios are coming up for an update.

Again the question, is anyone running the Kipling workbook on a Mac?  If you are, would you provide an explanation here in the Forum as to how you are doing this and how well it is working.



   
Quote
Topic Tags
review of portfolios

Leave a reply

Author Name

Author Email

Title *

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

Search Blog

Recent Posts

  • Kepler Portfolio Review: 8 October 2026
  • Pauling Portfolio Update: 6 October 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 686 Topics
  • 858 Posts
  • 42 Online
  • 292 Members
Our newest member: Bob
Latest Post: Sector Attention
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 3.2.2

(Visited 75,142 times, 6,835 visits today)

Meta Data

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

Search

Recent Posts

  • Kepler Portfolio Review: 8 October 2026 October 8, 2026
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026
  • Schrodinger Portfolio Update: 2 October 2026 October 2, 2026
  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026

Recent Comments

  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • 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

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
  • Dual Momentum Investing by Gary Antonacci
  • Darwin Portfolio Review: 2 October, 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Financial Repression: Part 1
  • Pauling Portfolio Update: 6 October 2026
  • Einstein Portfolio Update: 14 July 2026

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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

  • Einstein Asset Allocation Portfolio Update: 16 September 2023
  • Rutherford Portfolio Review (Tranche 4): 15 September 2023
  • Einstein Sector BPI Portfolio Review: 24 May 2024
  • Millikan Portfolio Update: 11 April 2023
  • Carson Sector BPI Portfolio Update: 19 June 2026
  • Gauss Portfolio Review: 28 May 2025
  • Rutherford Portfolio Review (Tranche 2): 27 October 2023
  • Gauss Sector BPI Plus Portfolio Review: 20 June 2023
  • McClintock Sector BPI Portfolio Review: 30 October 2024
  • Schrodinger Portfolio Review: 5 June 2025
  • Kepler Portfolio Review: 15 June 2023

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.