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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

Kepler – “Recession Proof” Portfolio: 29 December 2025

Kepler is the portfolio scheduled for review this morning.  "Recession Proof" is a misnomer as I am not sure there is any such thing unless one is an option expert, has some luck shorting bear markets, or someone who has access to financial vehicles available only to the very wealthy.  The revised asset allocation for the Kepler is an effort to minimize exposure to over-valued mega-cap stocks in … [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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