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Recent Blog Entry

Questions To Ask Your Money Manager

  Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years.  The neighbor mentioned he has a money manager handle his investments.  When I have one of these conversations my mind begins to come up … [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

Selecting Closed End Funds (CEFs)

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 Connect] is one … [Read More...]

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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]

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 4 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]

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Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 17 April 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Bullish Percent Indicators: 11 April 2025

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.

Random Posts

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  • Copernicus Portfolio Review: 5 May 2025
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  • Rutherford Portfolio Review (Tranche 2): 27 October 2023
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  • Millikan Portfolio Review: 27 May 2025

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