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 Construct...
William J. Bernstei...
 
Notifications
Clear all

[Sticky] William J. Bernstein Portfolios

 
Portfolio Construction
Last Post by Lowell Herr 3 years ago
2 Posts
1 Users
0 Reactions
1,085 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 673
Topic starter December 2, 2020 8:45 AM  

Are you interested in portfolio construction?  If so, go to Links in the right-hand sidebar and look for the sub-heading titled, Investing Information.  At the bottom of the list is the William Bernstein Portfolios link.  Check it out.  

There are a variety of portfolio examples based on the risk one is willing to accept.  The names of a few of the  portfolios are linked to names Bernstein uses in several  investing books.

Bernstein happens to be my favorite investment writer and he now lives in Portland.  I've never met him.

Lowell



   
Quote
Topic Tags
Bernstein portfolios William Bernstein
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 12 years ago
Posts: 673
Topic starter November 22, 2022 11:30 AM  

"If You Can" by William Bernstein.

Check out this basic portfolio model.

https://www.etf.com/docs/IfYouCan.pdf

In December I will be reviewing portfolios that are not outperforming the Schrodinger.  I don't plan to stick with under-performing models.

Lowell



   
ReplyQuote

Leave a reply

Author Name

Author Email

Title *

 
Preview 0 Revisions Save Draft Saved
Forum Jump:
  Previous Topic
Next Topic  
Topic Tags:  Bernstein (1) , portfolios (9) , William Bernstein (1) ,

Search Blog

Recent Posts

  • McClintock Sector BPI Portfolio Review: 11 November 2025
  • ChatGPT Summary of ITA Wealth Management Blog
  • Schrodinger Portfolio Update: 28 October 2025
  • Portfolio Construction: Where to Begin?
  • Copernicus Portfolio Review: 14 October 2025
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 17 Forums
  • 581 Topics
  • 749 Posts
  • 2 Online
  • 282 Members
Our newest member: Matthew D'Argenio
Latest Post: Two Purchase Recommendations (11/7/2025)
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 2.4.10

(Visited 31,750 times, 12 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

  • McClintock Sector BPI Portfolio Review: 11 November 2025 November 11, 2025
  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025
  • 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

Recent Comments

  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Schrodinger Portfolio Update: 28 October 2025
  • William Tynes on Schrodinger Portfolio Update: 28 October 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Selecting Closed End Funds (CEFs)
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Bullish Percent Indicator: 30 May 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Huygens Portfolio Review: 19 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  Einstein, McClintock, Pauling, and Copernicus 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

  • Schrodinger Portfolio Review: 6 February 2025
  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • Rutherford Portfolio Review (Tranche 2): 31 March 2023
  • Rutherford Portfolio Review (Tranche 2): 29 September 2023
  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • Rutherford Portfolio Review (Tranche 2): 1 September 2023
  • Rutherford Portfolio Review (Tranche 4): 23 June 2023
  • Carson Portfolio Review: 1 February 2023
  • Rutherford Portfolio Review (Tranche 1): 17 November 2023
  • Rutherford Portfolio Review (Tranche 1): 12 January 2024
  • Rutherford Portfolio Review (Tranche 3): 6 April 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