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Recent Blog Entry

Bullish Percent Indicators: 22 September 2023

Index BPI All seven indexes are bearish after a weak week for U.S. Equities.  For the first time since last March all indexes are below the 50% bullish line.  The question for investors using the Sector BPI Plus model … [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. 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.  A Lifetime membership grants readers access to the … [Read More]

Critical Material

Serious Investors Benchmark Their Portfolio

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In … [Read More...]

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Blog Archives

Top Twenty-Five Classical Composers

September 29, 2013 By Lowell Herr

Top Classical Music Composers When I first started to make a list of of my favorite classical composers, the idea was to limit it to the Top Ten.  I found that to be impossible so I expanded it to 25.  Even then, several of my … [Read more]

Correlation Matrix of Critical ETFs

September 27, 2013 By Lowell Herr

As requested in a comment, here is the correlation matrix of critical ETFs used in nearly all the ITA portfolios.  I cut the time frame to 23 months of data so VSS and VNQI did not show up with "short-term" data errors.  Identical percentages were … [Read more]

Keep It Simple

September 27, 2013 By Lowell Herr

Don't be surprised if you don't know the difference between a benchmark ETF and a strategic ETF.  Strategic is sometimes called "Fundamental" or "Active" and they differ from the ETFs we recommend for our ITA portfolios.  To read more about the … [Read more]

Buffett vs. Steadman

September 24, 2013 By Lowell Herr

For every Warren Buffet there are a hundred Charlie Steadman's in the investing world.  While nearly every investor has heard of Buffett, few remember Charlie Steadman. Is there a … [Read more]

Serious Investors Benchmark Their Portfolio

September 20, 2013 By Lowell Herr

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair … [Read more]

Reviewing The Fundamentals of Investing

September 20, 2013 By Lowell Herr

  Search this blog site for “The Golden Rule of Investing” and you will pick up the basic ideas of Rule #1 of Investing. The Golden Rule of Investing is – “Save as much as you can as early as you can.”  Burton Malkiel puts it this way. “The … [Read more]

Nine Critical Investment Decisions

September 19, 2013 By Lowell Herr

Nine Critical Investment Decisions 1.  The Decision to Save or Not to Save 2.  The Go-It-Alone or Professional Manager Decision 3.  The Decision to be a Passive, Active or Mosaic Investor 4.  The Decision to Use Index Funds or Stocks to … [Read more]

Weekly Music Recommendation

September 15, 2013 By Lowell Herr

Photograph: Arches National Park - Image captured just as the sun was rising. My music selection this week is Yo-Yo Ma playing Ennio Morricone.  This CD includes some of the most beautiful and haunting compositions ever collected on one platter.  As … [Read more]

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General Investment News

Portfolios coming up for review are:   Gauss, Copernicus, 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.

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