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Recent Blog Entry

Bohr Portfolio Update: 28 October 2026

Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification.  In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market.  One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury ETFs. With the Bohr I am using VEA and VWO for international exposure instead of … [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

Einstein Sector BPI Portfolio Review: 9 January 2024

Einstein is a particularly interesting Sector BPI portfolio as the owner moves money in and out of the portfolio for personal needs.  Whereas most portfolios don't see all that many withdrawals, the Einstein is different.  When viewing performance and associated risks, keep this in mind.  Deposits and withdrawals add another variable to the Sector BPI experiment. To read all blog posts, sign up … [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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General Investment News

Portfolios coming up for review.  Pauling, Carson, 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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