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
1,026 Views
Sticky
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 709
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

  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
  • Copernicus Portfolio Review: 11 March 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 616 Topics
  • 786 Posts
  • 24 Online
  • 289 Members
Our newest member: Bill Griffith
Latest Post: Health and Real Estate Join 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 35,246 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

  • 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
  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026

Recent Comments

  • 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
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • Portfolio Hedging
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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

  • Huygens Asset Allocation Portfolio Review: 11 April 2025
  • Dual Momentum Investing by Gary Antonacci
  • Huygens Asset Allocation Portfolio Review: 26 September 2024
  • Schrodinger Portfolio Review: 21 August 2025
  • If Starting Over
  • Kahneman-Tversky Portfolio Review: 4 August, 2023
  • Rutherford Portfolio Review (Tranche 2): 1 September 2023
  • “Sell In May And Go Away”
  • Copernicus Portfolio Review: 14 October 2025
  • What Should I Do If I Sell My House or Come Into An Inheritance?
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025

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