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
Kipling Spreadsheet...
Where is introducti...
 
Notifications
Clear all

[Sticky] Where is introduction and description of the Kipling?

 
Kipling Spreadsheet Discussions
Last Post by Lowell Herr 3 years ago
13 Posts
4 Users
0 Reactions
1,354 Views
Unsticky
RSS
Forum 1
 paul peterson
(@itar80pete)
Active Member
Joined: 4 years ago
Posts: 13
Topic starter July 15, 2022 8:50 AM  

I have just installed the Kipling workbook, and it appears to be working correctly.  Now I find myself at the bottom of a deep mine shaft, with many unrecognized tools hanging from ropes, but each one a possible element to an escape plan.  How can I learn about all the inputs, charts, and features of the spreadsheet?



   
Quote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 726
July 15, 2022 10:27 AM  

Paul,

As portfolios are updated I'll attempt to go into more detail, at least for a few, how I make decisions and how I use the Kipling.  The easiest to understand are the Dual Momentum portfolios.

The Copernicus and Schrodinger are buy and hold accounts so the Kipling is not needed.

What I don't go into is how I use the Risk Ratios as that is much more complicated.  That material is very specialized and requires quite a bit of manual labor.

Lowell

 



   
ReplyQuote
Forum 1
 paul peterson
(@itar80pete)
Active Member
Joined: 4 years ago
Posts: 13
Topic starter July 15, 2022 10:36 AM  

Can you describe the "LRPC_Chart" and "HA_Charts" sheets?  

LRPC_Chart will give plots when I choose an active symbol from the dropdown, but HA_Charts only give an error box: 

Procedure: SheetChange Line 190 Error (13) Type mismatch.

 



   
ReplyQuote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 726
July 16, 2022 7:25 PM  

I'll let Hedgehunter describe the LRPC and HA models.  I find the HA model frequently comes up with recommendations that match the BHS model recommendations.

Lowell



   
ReplyQuote
Forum 5
 Lee Cash
(@lee_cash)
New Member
Joined: 4 years ago
Posts: 2
August 17, 2022 4:38 PM  

I am very interested in installing and learning to use the Kipling spreadsheets.  What are the hardware and software requirements? I ask, as I currently only use Chromebook and have not used Microsoft products or hardware since my retirement a few years back. 

Thanks, 
 - Lee  



   
ReplyQuote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 726
August 17, 2022 10:30 PM  

Lee,

The Kipling is supported only on Windows machines running Excel.  I have Windows 11 and the latest version of Excel and all works fine.  I think some folks have Kipling working on a Mac with Parallels.

These links are getting a tad old, but are still useful.

https://youtu.be/bsWt5ugTqSg

https://youtu.be/CY_Wx68hrZc

https://youtu.be/TMxGV7QEUXI

Lowell

 



   
ReplyQuote
Forum 5
 Lee Cash
(@lee_cash)
New Member
Joined: 4 years ago
Posts: 2
August 18, 2022 10:10 AM  

@lowell 

Later today, I'm buying a Microsoft Windows laptop with the current Excel.  After I have it up and running, I'll get back to you about buying the ITA lifetime subscription.  

Thanks again, 
 - Lee



   
ReplyQuote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 726
August 18, 2022 11:13 AM  

@lee_cash - Sounds good.

Lowell



   
ReplyQuote
Forum 1
 paul peterson
(@itar80pete)
Active Member
Joined: 4 years ago
Posts: 13
Topic starter January 9, 2023 1:11 PM  

The spreadsheets are no longer downloading the data.  I get "error" in cell J15 on sheet Adj Close.

 



   
ReplyQuote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 726
January 12, 2023 5:35 AM  

Paul,

Did I send you the latest version of the ITA file and do you have it installed?

 

Lowell

 

 



   
ReplyQuote
Forum 11
 Jon Dockins
(@olddog31)
New Member
Joined: 11 years ago
Posts: 1
January 18, 2023 11:14 AM  

I am having the same issue downloading data. I get "error" in cell J15 when I try to download Yahoo Data, but works fine when I use Tiingo data.



   
ReplyQuote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 726
January 19, 2023 4:32 AM  

Paul,

This video is on the old side, but it gives readers some clues as to how to use the Kipling.

Lowell

https://www.youtube.com/watch?v=TIE16xtR90g&t=78s

 



   
ReplyQuote
Forum 2
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 726
February 2, 2023 9:42 AM  

If you are having problems with the Kipling, send me an e-mail at itawealth@comcast.net and be sure to identify your full name so I know you are a Lifetime member.  I'll send you the updated ITA file that is necessary for downloading data.

Lowell



   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  

Search Blog

Recent Posts

  • Schrodinger Portfolio Review: 15 May 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 633 Topics
  • 803 Posts
  • 9 Online
  • 293 Members
Our newest member: Bob ryan
Latest Post: 5/20/26 Sector Information
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 3.1.0

(Visited 41,551 times, 9 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 Portfolio Review: 15 May 2026 May 15, 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026 May 12, 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026 May 6, 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026 May 5, 2026
  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Financial Repression: Part 1 April 28, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026

Recent Comments

  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Schrodinger Portfolio Update: 17 April 2026

General Investment News

Portfolios coming up for review.  Pauling, Einstein and Carson 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

  • What Should I Do If I Sell My House or Come Into An Inheritance?
  • Why I Use Index ETFs
  • Copernicus Portfolio Review: 14 October 2025
  • Rutherford Portfolio Review (Tranche 3): 17 May 2024
  • Rutherford Portfolio Review (Tranche 4): 19 July 2024
  • Preparing the Millikan For Transition: 26 December 2022
  • Rutherford Portfolio Review (Tranche 1): 25 August 2023
  • Gordon Equation Revisited: A Time To Be Cautious
  • Carson Portfolio Review: 9 January 2023
  • Buffett Indicator & Shiller PE Ratio
  • The Elements of Investing: Part II

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