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
    7 years ago
  • Benchmark Posts
    Forum 1
    By Lowell Herr
    3 years ago
  • Jensen Performance Index
    Forum 1
    By Lowell Herr
    4 years ago
  • TWR and IRR Calculations
    Forum 1
    By Lowell Herr
    5 years ago
  • Differences Between TWR and IRR
    Forum 1
    By Lowell Herr
    5 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
    6 years ago
  • DM and TM Projections for 3/16/20
    Forum 1
    By Lowell Herr
    6 years ago
  • Carson Recommendations
    Forum 8
    By Lowell Herr
    6 years ago
  • Dual Momentum Recommendation
    Forum 1
    By Lowell Herr
    6 years ago
  • Invest in LQD
    Forum 1
    By Lowell Herr
    6 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
    3 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
    6 years ago
  • Dual Momentum: Results From Different Look-Ba...
    Forum 1
    By Lowell Herr
    6 years ago
  • McClintock Portfolio Coming to ITA
    Forum 1
    By Lowell Herr
    7 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
    5 years ago
  • Bohr Portfolio
    Forum 1
    By Lowell Herr
    5 years ago
  • Schrodinger Update
    Forum 1
    By Lowell Herr
    6 years ago
  • Applying Momentum to Schrodinger
    Forum 1
    By Lowell Herr
    6 years ago
  • Robo Advisor Portfolios
    Forum 1
    By Lowell Herr
    7 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
    7 years ago
  • Carson Mid-August Update
    Forum 1
    By Lowell Herr
    7 years ago
  • Trailing Stop Loss Orders
    Forum 1
    By Lowell Herr
    7 years ago
  • LRPC - BHS - HA Recommendations
    Forum 1
    By Lowell Herr
    7 years ago
  • Running a "Clean" Kipling
    Forum 1
    By Lowell Herr
    7 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
    5 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 2 / 6 Prev Next
Topic Title
Views
Posts

Portfolios Up For Review (Week of Oct. 13)

First post and replies  | Last post by Lowell Herr, 8 months ago

321
1

  •   Next week the four portfolios up for review are: ...
    By Lowell He... 8 months ago


Rethinking the Copernicus

First post and replies  | Last post by Lowell Herr, 1 year ago

553
1

  •   Recognizing the chaos within the current administr...
    By Lowell He... 1 year ago


Busy Week Coming

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

670
1

  •   Next week will be a very busy one as the Bohr, Fra...
    By Lowell He... 3 years ago


Portfolio Reviews

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

1019
1

  •   This coming week ITA investors will encounter diff...
    By Lowell He... 4 years ago


Sectors On Sale

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

761
1

  •   Unless there is a remarkable change in equities be...
    By Lowell He... 4 years ago


Portfolio Schedule

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

1136
3

  •   Scheduled for portfolio reviews this week are: Ga...
    By Lowell He... 4 years ago

  •   Where is a description of each portfolio?
    By paul pete... 4 years ago

  •   @itar80pete - Paul, I removed that material over a...
    By Lowell He... 4 years ago


Einstein Portfolio

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

894
1

  •   The Einstein will be posted tomorrow. That post t...
    By Lowell He... 4 years ago


Busy Week Coming

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

1022
1

  •   This will be a busy week for portfolio reviews as ...
    By Lowell He... 4 years ago


Dual Momentum Look-Back Recommendations

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

1434
1

  •   With the market down this morning, I checked in on...
    By Lowell He... 5 years ago


Portfolio Reviews

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

1123
1

  •   This coming week will be a slow one for portfolio ...
    By Lowell He... 5 years ago


Page 2 / 6 Prev Next

Search Blog

Recent Posts

  • Franklin Sector BPI Portfolio: 12 June 2026
  • Schrodinger Portfolio Review: 11 June 2026
  • Financial Repression Portfolio from ChatGPT
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 647 Topics
  • 817 Posts
  • 8 Online
  • 293 Members
Our newest member: Bob
Latest Post: Financial - A Sell Again
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 3.1.1

(Visited 44,430 times, 2,888 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

  • Franklin Sector BPI Portfolio: 12 June 2026 June 12, 2026
  • Schrodinger Portfolio Review: 11 June 2026 June 11, 2026
  • Financial Repression Portfolio from ChatGPT June 9, 2026
  • Portfolio Diversification: 6 June 2026 June 6, 2026
  • McClintock Sector BPI Portfolio Update: 5 June 2026 June 5, 2026
  • Millikan Portfolio Review: 2 June 2026 June 2, 2026
  • Copernicus Portfolio Review: 26 May 2026 May 26, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Portfolio Diversification: 6 June 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Kepler 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

  • Darwin Portfolio Review: 1 March, 2024
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • New Carson Launched: 4 November 2022
  • ITA Portfolios: Breaking The Models Into Groups
  • Pauling Asset Allocation Portfolio Review: 16 September 2025
  • Bullish Percent Indicators: 15 April 2023
  • Darwin Portfolio Review: 29 December 2023
  • Bullish Percent Indicator Data: 6 October 2023
  • Rutherford Portfolio Review (Tranche 2): 5 May 2023
  • Charles Ellis: Loser’s Game of Stock Picking
  • Schrodinger Portfolio Review: 16 May 2024

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