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Recent Blog Entry

Hawking Portfolio Review: 14 July 2025

The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate "Income" rather than to rely primarily on "growth" as required in more common equity portfolios.  Although there may be … [Read More...]

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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.  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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McClintock Portfolio Review: 10 June 2022

June 10, 2022 By Lowell Herr

McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are … [Read more]

How To Handle This Selloff: 18 May 2022

May 18, 2022 By Lowell Herr

With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff?  Let's take a simple example.  These suggestions assume cash is available.  Eventually the market will come back.  As long as … [Read more]

Learning More About Options

April 18, 2022 By hedgehunter

This post is a follow-up to comments/requests made in response to my recent post on "Protecting Portfolio Performance" (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject - but understanding … [Read more]

Activities This Week

March 12, 2022 By Lowell Herr

This week looks to be a quiet one as only the Kepler and Franklin are scheduled for review.  If the market continues its volatile ways, and I expect it will, I'll update a few other portfolios to make sure they are set properly for what is … [Read more]

Investment Policy Statement: February 2022

February 7, 2022 By Lowell Herr

The following investment policy statement was developed by a retired teacher, with help from a financial advisor. INVESTMENT POLICY STATEMENT: Charles Ellis: Winning the Loser’s Game: Timeless Strategies for Successful Investing "[An … [Read more]

Response to Comments made by ITA member (John Shelton)

January 23, 2022 By hedgehunter

In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: "Thx for the very gloomy report. From a psychological … [Read more]

The True Cost of Management Fees

January 15, 2022 By Lowell Herr

Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts.  Regardless, it is time to go through the mathematics of management fees.  Let's walk through an … [Read more]

Photography: Grass Valley Church

January 11, 2022 By Lowell Herr

Readers who appreciate photography may enjoy viewing and comparing images of an abandoned church in Grass Valley, Oregon.  Above is the original image as it came out of a Canon full-frame camera.  No adjustments were made with this photo and as you … [Read more]

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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.

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