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 4 years ago
2 Posts
1 Users
0 Reactions
1,698 Views
RSS
Forum 1
 Lowell Herr
(@lowell)
Noble Member Admin Registered
Joined: 13 years ago
Posts: 781
Topic starter December 2, 2020 9:45 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: 13 years ago
Posts: 781
Topic starter November 22, 2022 12:30 PM  

"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 (10) , William Bernstein (1) ,

Search Blog

Recent Posts

  • ChatGPT Evaluates The Copernicus Portfolio
  • Millikan Portfolio Update: 15 October 2026
  • Copernicus Portfolio Update: 13 October 2026
  • Dirac 2026 Portfolio Review: 12 October 2026
  • Gauss Portfolio Update: 12 October 2026
Share:
Forum Information
Recent Posts
Unread Posts
Tags
  • 18 Forums
  • 687 Topics
  • 859 Posts
  • 42 Online
  • 294 Members
Our newest member: dpa831228
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 76,463 times, 6,732 visits today)

Meta Data

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

Search

Recent Posts

  • 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
  • Pauling Portfolio Update: 6 October 2026 October 6, 2026

Recent Comments

  • 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
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr 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

  • Pauling Sector BPI Portfolio Review: 14 February 2024
  • Why Use Index Funds?
  • Rutherford-Darwin Portfolio Review – 10 January 2025
  • Gauss Portfolio Review: 28 April 2025
  • Bullish Percent Indicators: 17 May 2024
  • Kahneman-Tversky Portfolio Review: 30 December, 2022
  • The Feynman Study: Part 6-4
  • Bullish Percent Indicators: 13 September 2024
  • Copernicus Portfolio Review: 22 November 2022
  • McClintock Sector BPI Portfolio Review: 9 September 2024
  • Bohr Portfolio Review: 19 November 2025

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.