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Recent Blog Entry

McClintock Portfolio Review: 16 August 2022

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing model. McClintock Dual Momentum Recommendation The current recommendation is to place 100% of the portfolio in bonds (BND).  Since SCHP is also … [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

Risk Parity: A 60/40 Stock/Bond Portfolio Is Not Conservative

January 17, 2014 By Lowell Herr

This blog will make a lot more sense if you are able to capture and read Edward Qian's article, Risk Parity Allocation.  This blog post is a brief description of how risk is calculated.  This not for the mathematically squeamish, but the concept is … [Read more]

Rossini Overtures: CD Recommendation for 12 January 2014

January 12, 2014 By Lowell Herr

If you are looking for rousing and energetic classical music, the Rossini Overtures fit the requirement.  There are many recordings to choose from and here are three that I own. Rossini: Complete Overtures conducted by Neville Marriner Rossini: … [Read more]

Tactical Asset Allocation: Does It Make Sense?

January 9, 2014 By Lowell Herr

Here is the link to a particularly useful article for ITA readers.  As you read the article, pay particular attention to the fundamentals that provide clues as to whether or not the market is likely to generate lower than average, average, or above … [Read more]

Strategic Asset Allocation: A Starting Point For Portfolio Construction

December 29, 2013 By Lowell Herr

Much is made of the importance of asset allocation here at ITA Wealth Management.  Long-time readers are familiar with the general layout of the portfolios and new readers will find more information by doing a search for "Dashboard."  Not all … [Read more]

Excellent Music from All Classical in Portland, Oregon

December 24, 2013 By Lowell Herr

If you wish to listen to excellent music for a few more days, bring up this URL on your computer or SONOS system. http://www.allclassical.org  and click on Listen. … [Read more]

Vermont Symphony Orchestra: Counterpoint Christmas Music

December 22, 2013 By Lowell Herr

One of my favorite Christmas CDs is Counterpoint: Christmas in Vermont.  I was surprised to find only one review on Amazon, but this reviewer matches my opinion of the recording. "Counterpoint is a twelve-member choral group based in Vermont, … [Read more]

Why Use Index Funds?

December 12, 2013 By Lowell Herr

The Power of Index Investing Why are 80% to 85% of all investors wrong?  Could it be the power of advertising and greed?  What do I mean when I say a high percentage of investors have it all wrong?  Simple!  The majority of investors build their … [Read more]

More Christmas Music

December 8, 2013 By Lowell Herr

Here is one of my favorite Christmas CDs, and as you might expect, it features the Robert Shaw Chorale and Orchestra.  The Many Moods of Christmas is one of the very best collections of classical Christmas music you will find on one CD. "We … [Read more]

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Portfolios coming up for review are:  McClintock and Gauss.  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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