ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

Huygens Portfolio Review: 13 May 2025

Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model.  The other is the computer managed Schrodinger or Schwab's Intelligent Portfolio.  Over the past month the Huygens lost a bit of ground to its benchmark, the AOR security.  Most likely the AOR … [Read More...]

Membership

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]

Passive vs. Active

Gauss Portfolio Review: 18 March 2025

Gauss is another simplified asset allocation portfolio.  The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash.  The portfolio is very cost effective as the expense ratios are very low. A broad market ETF where VOO fits … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

September Music Recommendation

September 4, 2016 By Lowell Herr

September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one.  After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare … [Read more]

Five Habits of People In Debt

August 8, 2016 By Lowell Herr

5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help … [Read more]

Portfolio Construction From Over 100 ETFs

July 19, 2016 By Lowell Herr

Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities.  Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several … [Read more]

Splitting Portfolio Into Multiple Parts

May 23, 2016 By Lowell Herr

Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015.  Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review … [Read more]

Test Notification of New Blog Posts

April 13, 2016 By Lowell Herr

Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts.  As the Sysop I log on to the site every day, but this is not convenient for all readers.  Apparently a new plugin upgrade reset the … [Read more]

Beating the Dow With Bonds

April 8, 2016 By Lowell Herr

Several years ago I wrote a review of Michael O'Higgins book, Beating the Dow With Bonds.  O'Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan's … [Read more]

Music Recommendations For Easter

March 27, 2016 By Lowell Herr

Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are … [Read more]

Over-Valued Market: Four Critical Indicators

March 13, 2016 By Lowell Herr

ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high … [Read more]

  • « Previous Page
  • 1
  • …
  • 54
  • 55
  • 56
  • 57
  • 58
  • …
  • 70
  • Next Page »

Popular Posts

  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 4 April 2025
  • Moving Average Convergence/Divergence Indicator (MACD)
  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 11 April 2025
  • Carson Sector BPI Portfolio Review: 14 February 2025
  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

General Investment News

Portfolios coming up for review.  Carson, Huygens, and Schrodinger 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • The Nasty Mathematics of Volatility
  • Rutherford Portfolio Review (Tranche 3): 16 June 2023
  • Kahneman-Tversky Portfolio Review: 3 February 2023
  • How Much Are You Leaving With Your Financial Advisor?
  • Bullish Percent Indicators: 11 August 2023
  • Rutherford Portfolio Review (Tranche 3): 3 March 2023
  • Rutherford Portfolio Review (Tranche 4): 14 April 2023
  • Darwin Portfolio Review: 1 March, 2024
  • Rutherford Portfolio Review (Tranche 3): 1 November 2024
  • Millikan Asset Allocation Portfolio Update: 5 February 2025
  • Gauss Portfolio Update: 15 April 2023

Log in | Website Design by BOING