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
Portfolio Managemen...
LRPC-BHS-HA Portfol...
Portfolio Reviews
 
Notifications
Clear all

Portfolio Reviews

 
LRPC-BHS-HA Portfolios
Last Post by Lowell Herr 6 years ago
1 Posts
1 Users
0 Reactions
910 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 724
Topic starter June 20, 2020 7:02 AM  

This coming week I will be reviewing the Kepler and two Dual Momentum portfolios.  The Aristotle and Franklin should be quite easy to manage.  The Kepler less so.

The following week will be even busier as the Carson Trio are updated on the last business day of the month.

Take a few moments to fill out the Feedback questionnaire.  You will find the link on the tab line of the Home page.

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 Coming
    6 years ago
Topic Tags:  portfolio reviews (15) ,

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
  • 631 Topics
  • 801 Posts
  • 6 Online
  • 293 Members
Our newest member: Bob ryan
Latest Post: 5/15/26 BPI Summary
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 3.0.9

(Visited 41,345 times, 1 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

  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lowell Herr 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
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 5 May 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 5 May 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 12 May 2026

Popular Posts

  • Financial Repression: Part 1
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • 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
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Carson Portfolio Review: 26 February 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

  • Gauss Sector BPI Plus Portfolio Review: 17 August 2023
  • Bullish Percent Indicators: 14 July 2023
  • Schrodinger Portfolio Review: 21 August 2025
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Using Volatility as a Diversifier and a Portfolio Hedge
  • Over-Valued Market: Four Critical Indicators
  • Retirement Planning Mistake #5
  • Schrodinger Portfolio Update: 25 September 2025
  • Rutherford Portfolio Review (Tranche 4): 10 November 2023
  • A Brief History of ITA Wealth Management
  • Regression Analysis and The Schwert Effect

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