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Recent Blog Entry

Copernicus Portfolio Update: 14 May 2022

This is a quick update of the Copernicus, an equity only portfolio.  The strategy of the Copernicus is designed for the young investor who has a long-term view of the U.S. Equities market.  Add money when available and use that cash to purchase shares of ESGV or VTI.  Avoid selling.  Only add to existing shares and let the market run. Copernicus Security Recommendation The only reason for … [Read More...]

Lifetime Membership

Lifetime ITA Membership

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. Lifetime membership is now available for $100 to new subscribers.  Below are the instructions to gain access to the Kipling spreadsheet.   Contact me at itawealth@comcast.net if interested in taking out a Lifetime membership.  Make … [Read More]

Beginning Investors

Occam’s Razor and Investing

Establish Basic Principles of Investing What does Occam’s Razor* principle have to do with investing? Furthermore, what is Occam’s Razor?  The principle states that “Entities should not be multiplied unnecessarily.” The principle is attributed to the 14th century Franciscan friar, William of Ockham.  Isaac Newton stated the Occam’s Razor another way with this rule. “We are to admit no more causes … [Read More...]

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Blog Archives

The Feynman Study: Part 1

September 5, 2013 By Lowell Herr

This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from … [Read more]

The Feynman Study

September 3, 2013 By Lowell Herr

Lowell has invited me to author a series of posts on the ITA Wealth Management website that may be of interest to Platinum members interested in learning more about the practical application of some of the strategies, tactics and analysis tools that … [Read more]

Occam’s Razor and Investing

August 26, 2013 By Lowell Herr

Establish Basic Principles of Investing What does Occam’s Razor* principle have to do with investing? Furthermore, what is Occam’s Razor?  The principle states that “Entities should not be multiplied unnecessarily.” The principle is attributed to … [Read more]

Preparing For Next Week

August 10, 2013 By Lowell Herr

The following material is posted so Platinum members can prepare for the coming week of investing.  I'll begin with the Efficient Frontier. Efficient Frontier:  I set this portfolio up in such a way that the allocations came close to matching the … [Read more]

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General Investment News

Portfolios coming up for review are:  Kepler, Bohr, and Franklin.  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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

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