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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

Portfolio Requirements: Basic Ideas For Construction

Basic portfolio construction requires that long-term goals include diversification, a risk reduction model, and equity orientation.  Here is how I outline the thinking process when putting together a portfolio of securities. Think diversification through asset allocation.  Each asset class included in the Strategic … [Read More...]

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Bohr Portfolio Review: 6 May 2025

May 7, 2025 By Lowell Herr Leave a Comment

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.  As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the … [Read more]

Copernicus Portfolio Review: 5 May 2025

May 5, 2025 By Lowell Herr Leave a Comment

As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.  As long-time reader know, the Copernicus is an equities only portfolio.  The management model is to save and purchase S&P 500 ETFs.  Based on the current … [Read more]

Bullish Percent Indicators: 2 May 2025

May 3, 2025 By Lowell Herr 3 Comments

Market action over the past few days has been sufficient to push ITA portfolios to a higher level than they were on March 31, 2025.  This recent push only elevates the Buffett Indicator and Shiller PE Ratio. Index BPI All indexes are currently … [Read more]

Buffett Indicator & Shiller PE Ratio

May 2, 2025 By Lowell Herr Leave a Comment

Canyonland National Park Over the last few weeks I've been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review.  The tariff wars are causing market uncertainty, but tariffs are … [Read more]

Millikan Portfolio Review: 1 May 2025

May 1, 2025 By Lowell Herr Leave a Comment

Headline news this morning - "Trump's tariffs have left businesses in a 'state of near paralysis'." Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person.  A person who was not even able to make … [Read more]

McClintock Sector BPI Portfolio Review: 29 April 2025

April 29, 2025 By Lowell Herr Leave a Comment

McClintock is one of three portfolios managed using the Sector BPI model.  The other two are the Carson and Franklin, named after Rachel and Rosalind respectively.  During the recent market declines numerous sectors dropped into the oversold zone.  … [Read more]

Bullish Percent Indicators: 17 April 2025

April 19, 2025 By Lowell Herr Leave a Comment

Most weeks there is so little market action among the major sectors and indexes that updating the Bullish Percent Indicator (BPI) data is unnecessary.  Tariff uncertainty is roiling the markets to where updating is meaningful.  The two tables below … [Read more]

Schrodinger Portfolio Review: 11 April 2025

April 14, 2025 By Lowell Herr 1 Comment

Schrodinger is the gold standard when it comes to passive investing.  This portfolio answers the question, "Who will manage the family portfolio when I die?"  This style portfolio goes by several titles.  The general classification is Robo Advisor … [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.

This blog is free to all who signup as a Guest.

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