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Recent Blog Entry

Bullish Percent Indicators: 21 November 2025

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline.  … [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

Constructing a “Core” Investment Portfolio : Part 2 – Buy And Hold with Periodic Adjustments

In Part 1 of this series of posts (https://itawealth.com/constructing-a-core-investment-portfolio-part-1-buy-and-hold/) I described how a new investor (or an investor wishing to change their current portfolio structure) might set up a simple Buy-And-Hold portfolio of ETFs that requires little or no management.  … [Read More...]

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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]

Hindsight is 2021 – A Year-End Retrospective and Lessons for 2022

January 4, 2022 By hedgehunter

Portfolio Construction The following screenshot tells us almost all we really need to know about 2021 – it was a great year to invest in US equities: The S&P 500 Index was up 29% on the year with 70 new highs on the way up and … [Read more]

Happy New Year – 2022

January 1, 2022 By Lowell Herr

Happy New Year In addition to wishing everyone a Happy New Year, this is a test to see if this post is received by everyone classified as a Subscriber.  All registered users are now so classified. If you prefer not to receive notifications of … [Read more]

Asset Allocation and Market Factors

December 30, 2021 By Lowell Herr

Asset Allocation and Market Factors There are times when I get involved in an investment discussion on another investment site.  The debate frequently involves the very basics of portfolio construction.  Does one use individual stocks, mutual funds, … [Read more]

Merry Christmas: 2021

December 25, 2021 By Lowell Herr

Merry Christmas Sending Season Greetings to all ITA readers.  Let's hope for and plan on a less stressful 2022, although it will be difficult to repeat the 2021 bull market. I selected a toy engine (not Lionel) as the photograph since … [Read more]

2021 in Review

December 15, 2021 By Lowell Herr

  The following short photo show is a brief review of 2021 events.  Although a tad early, I'm sending out Holiday Wishes to all ITA readers. https://www.youtube.com/watch?v=owfAspUPr8Y Merry Christmas and a Happy New Year. … [Read more]

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