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 5 years ago
1 Posts
1 Users
0 Reactions
882 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 705
Topic starter August 21, 2021 7:59 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)
    4 months ago
  • Busy Week Coming
    2 years ago
  • Portfolio Schedule
    4 years ago
  • Busy Week
    6 years ago
  • Portfolios Coming Up For Review
    7 years ago
Topic Tags:  portfolio reviews (15) ,

Search Blog

Recent Posts

  • Franklin Sector BPI Portfolio Update: 20 February 2026
  • Bohr Portfolio Review: 18 February 2026
  • Copernicus Portfolio Update: 12 February 2026
  • McClintock Sector BPI Portfolio Review: 10 February 2026
  • Schrodinger Portfolio Review: 29 January 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 612 Topics
  • 782 Posts
  • 1 Online
  • 288 Members
Our newest member: alain david
Latest Post: Staples 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  Powered by wpForo version 2.4.15

(Visited 34,195 times, 1 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 Update: 20 February 2026 February 20, 2026
  • Bohr Portfolio Review: 18 February 2026 February 18, 2026
  • Copernicus Portfolio Update: 12 February 2026 February 12, 2026
  • McClintock Sector BPI Portfolio Review: 10 February 2026 February 10, 2026
  • Schrodinger Portfolio Review: 29 January 2026 January 29, 2026
  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026

Recent Comments

  • 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
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Millikan Portfolio Review: 4 December 2025
  • Recession: Will Equities Drop In The Next 18 Months?
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Darwin 2026: 2 January 2026
  • Beating the Dow With Bonds
  • Millikan Portfolio Review: 13 January 2026
  • Bullish Percent Indicators: 21 November 2025
  • McClintock Sector BPI Portfolio Update: 16 January 2026

General Investment News

Portfolios coming up for review.  Millikan and Franklin 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 2): 9 June 2023
  • Franklin Sector BPI Update: 28 January 2026
  • Huygens Portfolio Update: 18 December 2025
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
  • Bullish Percent Indicator: 30 May 2025
  • Hawking Portfolio Review: 8 January, 2025
  • Bullish Percent Indicators: 25 August 2023
  • Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
  • Questions To Ask Your Money Manager
  • Bullish Percent Indicators: 1 September 2023
  • Tactical Asset Allocation: Does It Make Sense?

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