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...
Reduced Equity Hold...
 
Notifications
Clear all

Reduced Equity Holdings

 
Portfolio Management
Last Post by Lowell Herr 7 years ago
1 Posts
1 Users
0 Reactions
1,390 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 781
Topic starter March 19, 2020 9:40 AM  

This morning I went into several portfolios and sold some remaining equity holdings.  In some cases I will leave the money in Cash.  In other situations I added to SH holdings as I think the probability of this market moving lower is quite high. 

It would not surprise me if the DJIA did not drop to the 15,000 level.  At that point we might see some buying opportunities.

While I don't like to be an Eeyore, markets do go down.

Lowell



   
Quote
Topic Tags
reducing equity holdings

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  reducing equity holdings (1) ,

Search Blog

Recent Posts

  • Darwin 2026 Portfolio Review: 16 October 2026
  • ChatGPT Evaluates The Copernicus Portfolio
  • Millikan Portfolio Update: 15 October 2026
  • Copernicus Portfolio Update: 13 October 2026
  • Dirac 2026 Portfolio Review: 12 October 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 687 Topics
  • 859 Posts
  • 39 Online
  • 298 Members
Our newest member: dpa527476
Latest Post: Busy Week of 10/19/26
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 3.2.2

(Visited 76,656 times, 6,153 visits today)

Meta Data

  • Register
  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Darwin 2026 Portfolio Review: 16 October 2026 October 18, 2026
  • ChatGPT Evaluates The Copernicus Portfolio October 16, 2026
  • Millikan Portfolio Update: 15 October 2026 October 15, 2026
  • Copernicus Portfolio Update: 13 October 2026 October 14, 2026
  • Dirac 2026 Portfolio Review: 12 October 2026 October 14, 2026
  • Gauss Portfolio Update: 12 October 2026 October 12, 2026
  • Kepler Portfolio Review: 8 October 2026 October 8, 2026

Recent Comments

  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Pauling Portfolio Review: 7 August 2026
  • Darwin Portfolio Review: 2 October, 2026
  • Buffett Indicator & Shiller PE Ratio
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Update: 1 October 2026

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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

  • Gauss Portfolio Update: 12 October 2026
  • Pauling Asset Allocation Portfolio in Review: 2 May 2024
  • Copernicus Portfolio Review: 8 November 2024
  • Darwin 2026 Portfolio Review: 8 May 2026
  • Rutherford Portfolio Review (Tranche 5): 21 April 2023
  • Gauss Sector BPI Plus Portfolio Review: 20 June 2023
  • Schrodinger Portfolio Review: 15 May 2026
  • Dirac 2026 Portfolio Review: 2 April 2026
  • Dual Momentum Investing by Gary Antonacci
  • Bohr Portfolio Review: 17 October 2025
  • Schrodinger Portfolio Review: 1 June 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.