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...
Portfolio Reviews
 
Notifications
Clear all

Portfolio Reviews

 
Portfolio Management
Last Post by Lowell Herr 4 years ago
1 Posts
1 Users
0 Reactions
759 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 671
Topic starter August 21, 2021 8:59 AM  

This coming week will be a slow one for portfolio reviews as only the Gauss and Schrodinger are scheduled for full updates.  Since the Schrodinger is a passive portfolio about all that is needed is to post performance and risk data.  The Gauss may need a bit more attention.

Since only two portfolios are up for review, I plan to spend a little time with at least one other portfolio.  The Millikan is a likely candidate.

If you have comments or questions, post them here in the Forum or in the Comment section provided with each blog post.

Lowell



   
Quote
Topic Tags
portfolio reviews

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Related Topics
  • Portfolios Up For Review (Week of Oct. 13)
    3 weeks ago
  • Busy Week Coming
    2 years ago
  • Portfolio Schedule
    3 years ago
  • Busy Week
    6 years ago
  • Portfolios Coming Up For Review
    7 years ago
Topic Tags:  portfolio reviews (14) ,

Search Blog

Recent Posts

  • Schrodinger Portfolio Update: 28 October 2025
  • Portfolio Construction: Where to Begin?
  • Copernicus Portfolio Review: 14 October 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025
  • Hawking Portfolio Review: 3 October, 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 579 Topics
  • 747 Posts
  • 3 Online
  • 282 Members
Our newest member: Matthew D'Argenio
Latest Post: BPI Update (10/24/2025)
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 2.4.9

(Visited 31,478 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

  • Schrodinger Portfolio Update: 28 October 2025 October 28, 2025
  • Portfolio Construction: Where to Begin? October 25, 2025
  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025 September 26, 2025

Recent Comments

  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025
  • Lowell Herr on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Craig Burkhart on Portfolio Construction: Where to Begin?
  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Construction: Where to Begin?
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Selecting Closed-End-Funds
  • Dirac Portfolio Review: 4 August 2025

General Investment News

Portfolios coming up for review.  Huygens and Schrodinger 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 3): 12 July 2024
  • Why I Use ETFs Instead of Individual Stocks
  • Five Habits of People In Debt
  • Carson Sector BPI Portfolio Review: 18 June 2025
  • Huygens Asset Allocation Portfolio Review: 26 September 2024
  • Portfolio Management When Facing Debt Limit Differences
  • The Skeptical Investor: Should I Follow An Active or Passive Management Model?
  • Franklin Sector BPI Plus Update: 26 May 2023
  • Hawking Portfolio Review: 1 March, 2024
  • Carson Sector BPI Portfolio Review: 29 August 2024
  • Sector BPI Portfolio Report: 27 November 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