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 4 years ago
1 Posts
1 Users
0 Reactions
1,225 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 719
Topic starter October 23, 2022 5:17 AM  

This is the last full week for portfolio reviews in October.  Coming up for updates are the following:

  • Gauss, which is a Relative Strength or Relative Momentum portfolio.
  • Bohr, or a Growth and Income portfolio.  The Bohr leans toward a Buy & Hold approach so the goal is to not sell anything.  Just continue to reinvest dividends from the income side of the portfolio.
  • The third portfolio scheduled for review is the Kepler.  This portfolio is also a Relative Strength-Momentum portfolio.
  • The fourth reviews are the Carson Trio.  Normally I would update them on October 31st, but I have a major conflict that day so I plan to update these three portfolios on the Friday the 28th.  The Carson portfolios are also Relative Strength-Momentum portfolios.  Where they differ from the Gauss and Kepler is that each uses a different system within the Relative Strength-Momentum model.  If this is not clear, just reply with a question.

That will do it so look for a busy week here at ITA.  Next week HedgeHunter will post all his reviews as well.  During the first week of November I will examine the Franklin, Huygens, and Schrodinger.

Questions and comments are always welcome.

Lowell



   
Quote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic

Search Blog

Recent Posts

  • Gauss Portfolio Review: 29 April 2026
  • Copernicus Portfolio Update: 27 April 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 626 Topics
  • 796 Posts
  • 18 Online
  • 291 Members
Our newest member: David Hamilton
Latest Post: 5/1/26 Update
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 38,537 times, 206 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

  • Gauss Portfolio Review: 29 April 2026 April 29, 2026
  • Copernicus Portfolio Update: 27 April 2026 April 27, 2026
  • Carson Sector BPI Portfolio Update: 23 April 2026 April 23, 2026
  • Schrodinger Portfolio Update: 17 April 2026 April 17, 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026 April 14, 2026
  • Millikan Portfolio Review: 9 April 2026 April 9, 2026
  • McClintock Sector BPI Portfolio Update: 8 April 2026 April 8, 2026

Recent Comments

  • Lowell Herr on Copernicus Portfolio Update: 27 April 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • Lowell Herr on Franklin Sector BPI Portfolio Review: 14 April 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 8 April 2026
  • hedgehunter on Dirac 2026 Portfolio Review: 2 April 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 25 March 2026
  • hedgehunter on Portfolio Hedge: 27 March 2026
  • William Tynes on Portfolio Hedge: 27 March 2026

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Portfolio Review: 29 January 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe and Bohr 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: 7 February 2025
  • Rutherford Portfolio Review (Tranche 3): 26 January 2024
  • Copernicus Portfolio Update: 15 January 2026
  • Darwin Portfolio Review: 3 March 2023
  • Carson Sector BPI Portfolio Review: 26 September 2023
  • Dual Momentum Investing by Gary Antonacci
  • Portfolio Construction: Where to Begin?
  • Schrodinger Portfolio Review: 1 December 2023
  • Rutherford Portfolio Review (Tranche 3): 8 September 2023
  • Bullish Percent Indicators: 17 April 2025
  • Copernicus Portfolio Review: 2 June 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