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Recent Blog Entry

Pauling Portfolio Update: 6 October 2026

Pauling is a simple asset allocation portfolio with world-wide diversification.  VTI and VXUS pretty well cover the global stock market.  Dividend producers such as VIG and SCHD add additional value style to the portfolio.  Real Estate and inflation protection ETF rounds out the Pauling. … [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

Franklin Portfolio Review: 2 February 2023

Welcome to Ground Hog Day.  Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model.  Time will tell as to whether this was a wise move. Since no moves are recommended, this review is short and sweet. … [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

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  • Dual Momentum Investing by Gary Antonacci
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  • McClintock Sector BPI Portfolio Update: 2 July 2026
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General Investment News

Portfolios coming up for review.  Carson, Pauling, and Kepler 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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