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Recent Blog Entry

Schrodinger Portfolio Update: 8 July 2026

Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab.  This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times.  I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Rutherford Portfolio Review (Tranche 4): 1 March 2024

US Equities continued their bullish climb over the past week and are still heading towards the 5200 level where we might expect to see a little resistance: In terms of relative strength VTI (representing US Equities) came in roughly the middle of the pack being outshone by Gold (GLD) and US Real Estate (VNQ): Unfortunately I made a mistake in making my adjustments based on last week's … [Read More...]

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Cropping With Some Masking

August 16, 2021 By Lowell Herr

Here is another example of working with an image using Luminar AI.  If you are seeking help with Luminar AI, just Google "Luminar AI YouTube" without the quotes.  Jim Nix has many excellent tutorials. Statue of Fisherman - Original The … [Read more]

Sky Replacement: Post Processing a Photograph

August 16, 2021 By Lowell Herr

Below are two photographs of the Carson House located in Eureka, California.  The house is now the Ingomar Club, but I still think of it as the Carson House.  The house was built in 1885 and was the home of pioneer lumberman, William Carson.  It is … [Read more]

Mormon Barn – Grand Tetons National Park

August 14, 2021 By Lowell Herr

The barn shown below is a much photographed site on Mormon Row in Grand Tetons National Park.  The image was made using a Canon 5D Mark II.  I've since moved to the Olympus 4/3 cameras.  More on this later. Camera settings were as follows:  ISO … [Read more]

Photographs On Display

August 14, 2021 By Lowell Herr

While ITA Wealth Management is an investment site, I take liberties at times to add music recommendations and this morning I set up a new category for photographs.  There may be a few photographers in the group that would enjoying sharing ideas and … [Read more]

New to ITA Wealth Management?

June 17, 2021 By Lowell Herr

Are you new to ITA Wealth Management?  If so, here are a few hints to effectively use this blog site.  Find the Category "Beginning Investors" and read that material.  Use Category to find "Critical Material."  Make use of the Search … [Read more]

Constructing a “Core” Investment Portfolio: Part 4 – Fixed Allocation Rebalancing or Risk Parity and Volatility Targeting?

June 7, 2021 By hedgehunter

In parts 2 and 3 of this series I described how we might manage our core portfolio by either rebalancing to a fixed asset allocation or by adjusting allocations based on changing volatilities.  The two options are not complimentary, so we need to … [Read more]

Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting

June 2, 2021 By hedgehunter

In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the portfolio so … [Read more]

Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments

May 30, 2021 By hedgehunter

In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe 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.

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