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...
Shift In Asset Clas...
 
Notifications
Clear all

Shift In Asset Classes

 
LRPC-BHS-HA Portfolios
Last Post by Lowell Herr 7 years ago
1 Posts
1 Users
0 Reactions
1,042 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 755
Topic starter March 28, 2019 12:54 PM  

While the shift in asset classes is not completely away from equities (U.S. Equities still showing a Buy in a few portfolios) the emphasis seems to be shifting toward REITs (both domestic and international) and Bond ETFs.

Is anyone else spotting moves of this sort?

Lowell



   
Quote
Topic Tags
Asset class shifts.

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  Asset class shifts. (1) ,

Search Blog

Recent Posts

  • Millikan Portfolio Review: 20 August 2026
  • Copernicus Portfolio Update: 18 August 2026
  • Gauss Portfolio Update: 17 August 2026
  • Darwin 2026 Portfolio Review: 14 August 2026
  • Kepler Portfolio Update: 14 August 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 663 Topics
  • 833 Posts
  • 15 Online
  • 292 Members
Our newest member: Bob
Latest Post: Energy Overbought
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 3.1.5

(Visited 64,649 times, 12,672 visits today)

Meta Data

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

Search

Recent Posts

  • Millikan Portfolio Review: 20 August 2026 August 20, 2026
  • Copernicus Portfolio Update: 18 August 2026 August 18, 2026
  • Gauss Portfolio Update: 17 August 2026 August 17, 2026
  • Darwin 2026 Portfolio Review: 14 August 2026 August 16, 2026
  • Kepler Portfolio Update: 14 August 2026 August 14, 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026 August 12, 2026
  • Einstein Portfolio Update: 10 August 2026 August 10, 2026

Recent Comments

  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Carson Sector BPI Portfolio Update: 12 August 2026
  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Financial Repression: Part 1
  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Kepler, McClintock, Huygens, 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 Indcators: 30 December 2022
  • Huygens Asset Allocation Portfolio Review: 13 September 2024
  • Huygens Portfolio Review: 18 April 2023
  • Rutherford Portfolio Review (Tranche 4): 5 January 2024
  • McClintock Portfolio Review: 30 July 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Gauss Portfolio Update: 6 January 2023
  • Franklin Sector BPI Portfolio Review: 29 April 2024
  • Rutherford Portfolio Review (Tranche 1): 28 July 2023
  • Bullish Percent Indicator Data: 6 October 2023
  • Darwin 2026: 2 January 2026

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.