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Recent Blog Entry

ITA Weekly: 11 September 2026

With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine.  Suppose you are interested in Sector BPI investing information.  First, there are three portfolios managed using this investment strategy … [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

Bethe Asset Allocation Portfolio Review: 5 January 2026

During the month of December I made an effort to position all Asset Allocation portfolios to where they were set to operate without much change in 2026.  Bethe is one of those portfolios and as readers will see in a moment, the portfolio is positioned well to handle what is coming in 2026.  At least this is my best preparation for the owner of this account. … [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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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Millikan 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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Random Posts

  • Gauss Portfolio Update: 13 January 2023
  • Bohr Portfolio Update: 10 June 2026
  • Rutherford Portfolio Review (Tranche 2): 24 February 2023
  • Carson Sector BPI Portfolio Review: 7 August 2025
  • Millikan Sector BPI Portfolio Review: 9 October 2024
  • Bullish Percent Indicators: 20 October 2023
  • Darwin Portfolio Review: 6 January 2023
  • Millikan Sector BPI Portfolio Review: 3 July 2024
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
  • Millikan Portfolio Review: 23 August 2023
  • Financial Repression Portfolio: Part V

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