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Recent Blog Entry

Pauling Portfolio Update: 13 July 2026

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues to shed negative news and just … [Read More...]

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ITA Membership

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

Franklin Portfolio Review: 5 September 2023

Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data.  At this time no sectors are listed in the oversold zone and we already have all the overbought sectors either sold or still holding Trailing Stop Loss Orders.  VOX is the exception as we continue to hold this sector ETF. … [Read More...]

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Three Tenors in Concert

October 11, 2015 By Lowell Herr

Three Tenors in Concert features Jose Carreras, Placido Domingo, and Luciano Pavarotti, great tenors of our generation.  This CD is worth two Amazon reviews. "For most opera "snobs" the three tenors have committed the ultimate sin: singing … [Read more]

All You Need To Know About Investing On a 3 x 5 Card

September 16, 2015 By Lowell Herr

With credit due to Professor Harold Pollack, check out these basic ideas of investing. If more space were available, I would add a few words to some of Professor Pollack's suggestions.  For example, if your company offers stock at a discount, take … [Read more]

The Elements of Investing: Burton G. Malkiel and Charles D. Ellis

September 3, 2015 By Lowell Herr

The Elements of Investing is a small investment book patterned after the very popular book on writing, The Elements of Style.  There are five primary sections to this book and they are as follows. It All Starts With Saving Index … [Read more]

How “Robust” is the ITA Wealth Momentum Strategy? – Part 5

August 29, 2015 By hedgehunter

Reducing Uncertainty by Tranching In the first 4 parts of this study we have focused on the optimization and robustness of the primary parameters necessary to apply the ITA Wealth Momentum Strategy – the appropriate look-back periods to measure … [Read more]

ITA Wealth Management Review: Catching Up

August 6, 2015 By Lowell Herr

With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about.  Long-time readers, and those who have taken the time to read a significant portion of the … [Read more]

The Skeptical Investor: Should I Follow An Active or Passive Management Model?

July 13, 2015 By Lowell Herr

What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management?  Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model?  … [Read more]

Symphonic Spectacular: Eric Kunzel and Cincinnati Pops Orchestra

July 5, 2015 By Lowell Herr

Symphonic Spectacular is a CD filled with 5 star ratings.  Don't let the few reviews on Amazon put you off.  Many of you will recognize tunes such as Ride of the Valkyries, Espana, Marche Slav, Entry March of the Boyars, and Sabre Dance. In addition … [Read more]

The One Page “Investment Book”

June 25, 2015 By Lowell Herr

How to simplify investing is a clarion call from many investors who are either busy working, have little interest in investing, or are very young with minimal experience.  In an effort to respond to this frequent request, I set out to condense an … [Read more]

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Popular Posts

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  • Franklin Sector BPI Portfolio Review: 14 April 2026
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General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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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