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...
Busy Week Coming
 
Notifications
Clear all

Busy Week Coming

 
Portfolio Management
Last Post by Lowell Herr 4 years ago
1 Posts
1 Users
0 Reactions
867 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 709
Topic starter May 29, 2022 6:45 AM  

This will be a busy week for portfolio reviews as these accounts are scheduled for updates.

  • Einstein
  • Carson Trio
  • Pauling
  • Millikan

The Pauling is a Dual Momentum portfolio while all others are variations of the Relative Strength model.

Look for a Performance post sometime in June and definitely after the second quarter dividends are recorded.

Lowell



   
Quote
Topic Tags
portfolio updates

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  portfolio updates (4) ,

Search Blog

Recent Posts

  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedging
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 616 Topics
  • 786 Posts
  • 11 Online
  • 289 Members
Our newest member: Bill Griffith
Latest Post: Health and Real Estate Join Oversold
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 2.4.17

(Visited 35,343 times, 2 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

  • Carson Sector BPI Portfolio Review: 25 March 2026 March 25, 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026 March 23, 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026 March 20, 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026 March 13, 2026
  • Portfolio Hedging March 12, 2026
  • Copernicus Portfolio Review: 11 March 2026 March 11, 2026
  • Gauss Portfolio Review: 5 March 2026 March 5, 2026

Recent Comments

  • hedgehunter on Portfolio Hedging
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Portfolio Hedging
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Schrodinger Portfolio Update: 24 February 2026

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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

  • Rutherford Portfolio Review (Tranche 1): 22 September 2023
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Schrodinger Computer Manage Portfolio Update: 7 June 2023
  • Rutherford Portfolio Review (Tranche 3): 6 October 2023
  • Rutherford Portfolio Review (Tranche 3): 19 April 2024
  • Schrodinger Portfolio Review: 28 August 2023
  • Rutherford Portfolio Review (Tranche 4): 3 February 2023
  • Copernicus Portfolio Review: 15 August 2025
  • Franklin Sector BPI Plus Update: 26 May 2023
  • Debunking Dividend Fallacies
  • Rutherford Portfolio Review (Tranche 3): 27 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