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...
 
Notifications
Clear all
Portfolio Management
Posts
Topics

Benchmarks

Discussions that focus on portfolio benchmarks are found in this section of the forum.
Recent Topics  
12
7
 
  • Investment Account Manager Discount
    Forum 1
    By Lowell Herr
    6 years ago
  • Benchmark Posts
    Forum 1
    By Lowell Herr
    2 years ago
  • Jensen Performance Index
    Forum 1
    By Lowell Herr
    3 years ago
  • TWR and IRR Calculations
    Forum 1
    By Lowell Herr
    4 years ago
  • Differences Between TWR and IRR
    Forum 1
    By Lowell Herr
    4 years ago
  • view all topics


Canary Portfolios

Projections from Dual and Tranche Momentum Spreadsheets
Recent Topics  
26
26
 
  • Canary Recommendation Change
    Forum 1
    By Lowell Herr
    5 years ago
  • DM and TM Projections for 3/16/20
    Forum 1
    By Lowell Herr
    5 years ago
  • Carson Recommendations
    Forum 8
    By Lowell Herr
    5 years ago
  • Dual Momentum Recommendation
    Forum 1
    By Lowell Herr
    5 years ago
  • Invest in LQD
    Forum 1
    By Lowell Herr
    5 years ago
  • view all topics


Dual Momentum Portfolios

Issues related to managing portfolios using the Dual Momentum model belong here.
Recent Topics  
35
29
 
  • Dual Momentum: Historical Performance
    Forum 1
    By Lowell Herr
    2 years ago
  • Dual Momentum and Kipling Spreadsheet
    Forum 1
    By Lowell Herr
    4 years ago
  • Three Dual Momentum Portfolios Reviewed
    Forum 1
    By Lowell Herr
    5 years ago
  • Dual Momentum: Results From Different Look-Ba...
    Forum 1
    By Lowell Herr
    5 years ago
  • McClintock Portfolio Coming to ITA
    Forum 1
    By Lowell Herr
    6 years ago
  • view all topics


Robo Advisor Portfolios

Anything related to Robo Advisor or computer managed portfolios is appropriate for this forum.
Recent Topics  
5
5
 
  • Basic Information On Robo Advisors
    Forum 1
    By Lowell Herr
    4 years ago
  • Bohr Portfolio
    Forum 1
    By Lowell Herr
    5 years ago
  • Schrodinger Update
    Forum 1
    By Lowell Herr
    5 years ago
  • Applying Momentum to Schrodinger
    Forum 1
    By Lowell Herr
    5 years ago
  • Robo Advisor Portfolios
    Forum 1
    By Lowell Herr
    6 years ago

LRPC-BHS-HA Portfolios

Comments and questions related to the Linear Regression Projection-Convolution Buy-Hold-Sell investing model is welcome in this forum.
Recent Topics  
36
31
 
  • Defensive Positions
    Forum 1
    By Lowell Herr
    6 years ago
  • Carson Mid-August Update
    Forum 1
    By Lowell Herr
    6 years ago
  • Trailing Stop Loss Orders
    Forum 1
    By Lowell Herr
    6 years ago
  • LRPC - BHS - HA Recommendations
    Forum 1
    By Lowell Herr
    6 years ago
  • Running a "Clean" Kipling
    Forum 1
    By Lowell Herr
    6 years ago
  • view all topics


HedgeHunter Portfolios

These are the portfolios managed by HedgeHunter
Recent Topics  
1
1
 
  • Rutherford Portfolio Announcement
    Forum 1
    By Lowell Herr
    4 years ago

Portfolio Management

This area is set aside for the purpose of discussing how to manage portfolios.
RSS

Author Name

Author Email

Topic Title *

 
Preview 0 Revisions Save Draft Saved
Page 1 / 5 Next
Topic Title
Views
Posts

Preserving Capital

First post and replies  | Last post by Lowell Herr, 3 months ago

87
1

  •   If you have been following recent portfolio update...
    By Lowell He... 3 months ago


Rebalancing Portfolio

First post and replies  | Last post by Lowell Herr, 5 months ago

207
1

  •   Tomorrow I will lay out a rebalancing model for As...
    By Lowell He... 5 months ago


2022 Draw-Down: First Six Months

First post and replies  | Last post by Lowell Herr, 3 years ago

847
4

  •   Here is IRR data for the first six months of 2022....
    By Lowell He... 3 years ago

  •   I need to post an update when all the dividends ar...
    By Lowell He... 3 years ago

  •   These are interesting, in that portfoliovisualizer...
    By paul pete... 3 years ago

  •   Paul, The percentages I post are annualized so s...
    By Lowell He... 3 years ago


Copernicus: Launching New Portfolio

First post and replies  | Last post by Lowell Herr, 4 years ago

909
1

  •   Today on the MLK holiday, I'm launching a new and ...
    By Lowell He... 4 years ago


Example Portfolios

First post and replies  | Last post by Lowell Herr, 5 years ago

902
2

  •   If you were designing a portfolio that included be...
    By Lowell He... 5 years ago

  •   If putting together an entire portfolio is too one...
    By Lowell He... 5 years ago


Factor Investing: An Overview From Fidelity

First post and replies  | Last post by Lowell Herr, 6 years ago

1295
3

  •   Investors interested in putting together a "Factor...
    By Lowell He... 6 years ago

  •   A little off topic. I spoke with a Fidelity repres...
    By Albert Ma... 6 years ago

  •   Albert, Great. I hope this puts pressure on TDAme...
    By Lowell He... 6 years ago


Portfolio Management Approach

First post and replies  | Last post by Albert Mak, 6 years ago

1212
7

  •   Eventually, I may write up a blog on the questions...
    By Lowell He... 7 years ago

  •   I did some research, here are the equivalent no tr...
    By Albert Ma... 6 years ago

  •   Albert, Thank you. The list you post is essential...
    By Lowell He... 6 years ago

  •   Lowell, Fidelity is competing with Vanguard on the...
    By Albert Ma... 6 years ago

  • view all posts

Rethinking the Copernicus

First post and replies  | Last post by Lowell Herr, 3 months ago

133
1

  •   Recognizing the chaos within the current administr...
    By Lowell He... 3 months ago


Busy Week Coming

First post and replies  | Last post by Lowell Herr, 2 years ago

411
1

  •   Next week will be a very busy one as the Bohr, Fra...
    By Lowell He... 2 years ago


Portfolio Reviews

First post and replies  | Last post by Lowell Herr, 3 years ago

707
1

  •   This coming week ITA investors will encounter diff...
    By Lowell He... 3 years ago


Page 1 / 5 Next

Search Blog

Recent Posts

  • Kepler CEF Portfolio Review: 28 July 2025
  • Millikan Portfolio Review: 25 July 2025
  • Selecting Closed-End-Funds
  • Schrodinger Portfolio Review: 22 July 2025
  • Huygens Portfolio Review: 22 July 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 564 Topics
  • 728 Posts
  • 2 Online
  • 278 Members
Our newest member: Adam Imiolek
Latest Post: BPI 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  Powered by wpForo version 2.4.6

(Visited 30,440 times, 1 visits today)

Share this:

  • Click to share on Facebook (Opens in new window) Facebook
  • Click to share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Click to 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

  • Kepler CEF Portfolio Review: 28 July 2025 July 28, 2025
  • Millikan Portfolio Review: 25 July 2025 July 28, 2025
  • Selecting Closed-End-Funds July 26, 2025
  • Schrodinger Portfolio Review: 22 July 2025 July 23, 2025
  • Huygens Portfolio Review: 22 July 2025 July 22, 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025 July 19, 2025
  • Hawking Portfolio Review: 14 July 2025 July 15, 2025

Recent Comments

  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Hawking Portfolio Review: 14 July 2025
  • Lowell Herr on Selecting Closed-End-Funds
  • Lowell Herr on What Should I Do If I Sell My House or Come Into An Inheritance?
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 July 2025
  • Harry Stevens on Carson Sector BPI Portfolio Review: 18 July 2025
  • Lee Cash on Hawking Portfolio Review: 14 July 2025
  • hedgehunter on Hawking Portfolio Review: 14 July 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Hawking Portfolio Review: 14 July 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Copernicus Portfolio Review: 5 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bohr Portfolio Review: 6 May 2025

General Investment News

Portfolios coming up for review.  Kepler, Bethe, Einstein, and Gauss 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

  • Retirement Planning Mistake #4
  • Kahneman-Tversky Portfolio Review: 10 May, 2024
  • Preparing the Millikan For Transition: 26 December 2022
  • Copernicus Portfolio Review: 5 May 2025
  • Kahneman-Tversky Portfolio Review: 1 December, 2023
  • Carson Sector BPI Portfolio Review: 23 October 2024
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Rutherford Portfolio Review (Tranche 2): 12 April 2024
  • A Review/Comparison of Momentum Systems
  • Retirement Planning Mistake #5
  • Kahneman-Tversky Portfolio Review: 9 January, 2023

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