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Recent Blog Entry

Huygens Asset Allocation Portfolio: 19 October 2026

Huygens is a classic asset allocation portfolio with the ETFs skewed toward value instead of growth.  There is also an emphasis on inflation protection and dividend generation.  The plan is for this portfolio to withstand, to some degree, a major market correction. Huygens Asset Allocation Holdings Below are the current holdings within the Huygens portfolio.  As currently constructed the … [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 Sector BPI Portfolio Update: 28 September 2026

As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal.  This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three.  The Sector BPI portfolios now hold shares in six of the eleven sectors. Since I have been managing portfolios with the Sector BPI approach it is rare to see this many sectors 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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