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Recent Blog Entry

Copernicus Portfolio Update: 18 August 2026

For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs.  In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily in mega-cap growth companies.  This move may have been early, but the warning flags are flying indicating some sort of correct is on the near … [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 Sector BPI Portfolio Review: 18 March 2024

"The relationship between market risk and expected return is an essential one." - Richard A. Ferri Other than holding 22.9% in cash the Pauling is well positioned as we enter the spring and summer months.  The investment quiver is focused on the eleven sectors plus two U.S. Equity ETFs, VTI and VOO.  Utilities (VPU) falls one percent short of the 9.8% goal, a minor issue. The Pauling has been … [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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Portfolios coming up for review.  Gauss and Copernicus 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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