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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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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

Huygens Portfolio Review: 19 August 2025

Little has changed within the Huygens since the last review.  No new money was added and the few dividends are being used to purchase another share of SHV.  For any readers managing an Asset Allocation portfolio, and using the Kipling spreadsheet, follow along to see how I am rebalancing the Huygens. Main Menu Here are the Main Menu settings I am using with the Huygens. Huygens Asset … [Read More...]

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Andrea Bocelli: Romanza – CD Recommendation for Week

May 17, 2015 By Lowell Herr

  As I recall, Romanza featuring Andrea Bocelli was a gift.  I'm a bit surprised I did not recommend this CD before as it has long been a favorite.  One of my favorite selections is Rapsodia, but there are other five star songs found … [Read more]

Northern Lights: Sissel

May 10, 2015 By Lowell Herr

Northern Lights, featuring Sissel, is my CD recommendation for the week.  One of my favorite cuts has Sissel singing "Quando Sento Che Mi Ami" with Jose Carreras.  This not the only song I rate as five star on this beautiful recording.  Sissel is one … [Read more]

Preparing for Week of May 4, 2015

May 4, 2015 By Lowell Herr

This is a quick post to prepare Platinum members for the coming week.  Take a look at the ETFs that are under-performing SHY.  Those are the ETFs to move out of the portfolio.  Pay particular attention to ETFs with negative absolute acceleration.  … [Read more]

Asset Allocation Is Not Responsible For 90% of Portfolio Returns

March 21, 2015 By Lowell Herr

One of the more misunderstood results to come out of the Brinson et al papers is the statement that 90% of a portfolio returns is a result of asset allocation.  This paper by Mitch Tuchman gets it wrong.  Check the first paragraph under Reducing … [Read more]

Katherine Jenkins: “La Diva” is CD Recommendation for Week

March 15, 2015 By Lowell Herr

Katherine Jenkins, "La Diva" is my CD recommendation for the week.  If the cost is a little steep, then go to Pandora and set up a Katherine Jenkins station.  Pandora does not allow one to listen to specific songs, but you will find music that is … [Read more]

William Bernstein Recommends Saving More and Spending Less

March 12, 2015 By Lowell Herr

William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades.  That does not bode well for the 45 to 55 age generation.  Here is a quote from the Bernstein interview. "The way you’re going to get … [Read more]

Expectancy

February 20, 2015 By hedgehunter

I have mentioned the concept of “expectancy” a number of times on this site and a Platinum Member recently asked me for a reference to a post on the subject. The references are somewhere in the comments sections of various posts so I thought it might … [Read more]

Respighi: Ancient Airs and Dances

February 15, 2015 By Lowell Herr

There are several CDs featuring Respighi's Ancient Airs and Dances, so take time to look over the choices.  The link is the particular recording I have and I highly recommend it.  Some of the CD recordings are somewhat rare and command a high price … [Read more]

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