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Recent Blog Entry

Millikan Portfolio Review: 27 July 2026

"Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows." — Jim Rogers Millikan is the "recession resistant" portfolio up for review this morning. Before diving into the analysis let me attempt to write down a few ideas when trying to deal with this high market. "How should I prepare for a possible recession or at least a market correction?"  Corrections … [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

Pauling Portfolio Review: 22 April 2026

Pauling is an asset allocation portfolio that is undergoing a few reallocation moves in order to improve performance while taking action to prepare for a market correction.  The current low beta of 0.273 is an indicator as to how serious this portfolio is when the U.S. Equities market is at or near an all-time high.  The low beta is a drag in an upward moving market, but a plus when there is a … [Read More...]

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Questions To Ask Before You Hire A Professional Money Manager

August 25, 2013 By Lowell Herr

What To Look For When Selecting A Money Manager In The Investment Answer, authors Daniel Goldie and Gordon Murray pose five critical decisions facing investors.  Decision #1 is - The Do-It-Yourself Decision.  Will you manage your own portfolio or … [Read more]

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General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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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