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Recent Blog Entry

Bohr Portfolio Review: 7 July 2026

Bohr is the Asset Allocation portfolio up for review this morning.  As readers will see in a moment, most of the asset classes are below target and that is intentional.  With the current stock market this high and so narrowly confined to a few stocks it makes good sense to be cautious.  It might be a long wait before the AI stocks implode.  In the meantime I will be keeping the asset classes … [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

Millikan Portfolio Review: 15 November 2022

Millikan, one of the several Relative Momentum portfolios, is up for review this morning.  This is one of four or five portfolios that are not keeping up with the AOA benchmark, due in large part to carrying too much cash during this recent market upswing.  Here at ITA I am tracking a variety of portfolio models, knowing that not all work well in all economic environments.  Should a recession hit … [Read More...]

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How Much Are You Leaving With Your Financial Advisor?

December 17, 2015 By Lowell Herr

  Spurred by this Seeking Alpha article, I decided to check the calculations and run an analysis on my own where the fees are not as high and the return is more in line with what one might expect over the next ten to fifteen years.  After … [Read more]

Christmas Music Recommendations for 2015

December 13, 2015 By Lowell Herr

What I consider to be good Christmas music is somewhat limited.  Christmas "musac" played in many department stores this time of year are definitely second tier selections in my book.  I was looking over some of my past recommendations and I see … [Read more]

Risk Management

December 7, 2015 By hedgehunter

Although we regularly emphasize the importance of Risk Management on this site I often worry that members may feel that we do not provide definitive solutions as to how this should be achieved, despite the fact that we make available tools such as … [Read more]

Another Reason To Prefer ETFs Over Mutual Funds

December 7, 2015 By Lowell Herr

ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds.  In an article in the Sunday Oregonian it was reported that some funds are declaring a … [Read more]

Tree of Life Music

December 6, 2015 By Lowell Herr

Last evening I watched Terrence Malick's philosophical film with my wife.  The visual images and background music are stunning.  Here is a link to the music from the film.  Much of this music was familiar, but there were many pieces new to me, or at … [Read more]

And Winter Came by Enya: CD Recommendation for 22 November 2015

November 22, 2015 By Lowell Herr

Sundial Bridge - Redding, California And Winter Came by Enya is the CD recommendation for the week.  I looked for Thanksgiving music but was unable to find a complete album of music I thought would meet a certain standard so I am going with And … [Read more]

Music Recommendations To Counter A Violent Week

November 15, 2015 By Lowell Herr

Two music recommendations come to mind as free societies reel from the violent acts of radicals.  The first is titled "Holy Mother" sung by Clapton and Pavarotti.  The lyrics are printed below. https://www.youtube.com/watch?v=5_OHAkzfT_U Lyrics … [Read more]

Beethoven’s Concertos 1 – 4 Featuring Stephen Kovacevich

November 8, 2015 By Lowell Herr

While there are numerous recordings of Beethoven's five concertos, this particular recording on Phillips comes highly recommended.  While it does not include my favorite, the fifth concerto, these four are outstanding, particularly the … [Read more]

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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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