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Recent Blog Entry

Millikan Portfolio Review: 1 July 2025

While the Millikan portfolio is dated July 1, the information is primarily June data.  The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs).  As readers will see in a moment, I am deviating from the basic asset allocation recommendations as we have yet to … [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]

Critical Material

Retirement Planning Mistake #4

  Investors lack knowledge about the importance of asset allocation.  Investors do not educate themselves as to the importance of asset allocation, and what asset classes tend to perform better than others over the long-run. I need not go into the importance of overcoming this mistake as I … [Read More...]

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Selecting Closed End Funds (CEFs)

May 31, 2025 By Lowell Herr 4 Comments

Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio.  Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF … [Read more]

Bullish Percent Indicator: 30 May 2025

May 31, 2025 By Lowell Herr 1 Comment

It has been several weeks since I last posted Bullish Percent Indicator (BPI) data.  No changes were recommended during this period, but this week the Communications sector moved into the overbought zone.  Portfolios holding VOX were alerted to … [Read more]

Gauss Portfolio Review: 28 May 2025

May 28, 2025 By Lowell Herr Leave a Comment

Gauss is another portfolio using a truncated asset allocation model or one where very few ETFs are used to populate the portfolio.  In other words - Keep it simple.  In keeping with caution in this uncertain economic environment, I placed a 4.5% … [Read more]

Millikan Portfolio Review: 27 May 2025

May 27, 2025 By Lowell Herr Leave a Comment

On again, off again tariff threats are constantly roiling the stock and bond markets.  This morning the direction happens to be to the upside.  When in a dark room filled with furniture - stand still.  That is the attitude businesses have as it is … [Read more]

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used

May 19, 2025 By hedgehunter 2 Comments

Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, … [Read more]

Closed End Funds (CEFs): 19 May 2025

May 19, 2025 By Lowell Herr 7 Comments

Have you been following the Hawking Portfolio?  If not, you may want to give a close looking to this unique approach to investing.  If income is of interest then investing in Closed End Funds (CEFs) is definitely an option.  Before launching into … [Read more]

Schrodinger Portfolio Review: 16 May 2025

May 16, 2025 By Lowell Herr 1 Comment

Since the last review Schwab made a number of changes in the Schrodinger.  It is rare for such changes.  I suspect Schwab performed some tax harvesting.  One change was to add a municipal bond ETF, SCMB.  The percentage is so small it will not have … [Read more]

Huygens Portfolio Review: 13 May 2025

May 14, 2025 By Lowell Herr Leave a Comment

Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model.  The other is the computer managed Schrodinger or Schwab's Intelligent Portfolio.  Over the past month the Huygens lost a bit of ground to its benchmark, the … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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