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Recent Blog Entry

Carson Portfolio Review: 26 February 2026

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the Sector BPI … [Read More...]

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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]

Portfolio Management

Pauling Asset Allocation Portfolio Update: 28 September 2024

Six months ago I altered the Pauling portfolio investing model.  It now operates using the principles of Asset Allocation.  When moving from one investing style to the Asset Allocation it takes time to bring the various asset classes into balance if one does not want to sell securities that are … [Read More...]

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Carson Portfolio: Creating A New Investing Model – Sector BPI

November 3, 2022 By Lowell Herr

Coming sometime over the next two month is a new investing model.  I'll classify it as a Bullish Percent Indicator ETF Sector Model.  I've hinted at this approach from time to time, but have not laid out the investing strategy in detail.  I … [Read more]

Copernicus Portfolio Review: 19 October 2022

October 19, 2022 By Lowell Herr

Copernicus is the portfolio on the dock for updating this morning.  While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices.  This is what the young investor needs to … [Read more]

On1 Photo RAW Hints: 6 October 2022

October 6, 2022 By Lowell Herr

For ease of post-processing photographs, I find On1 Photo RAW and Luminar Neo to be among the easiest and most powerful tools available.  I recently canceled my subscription to Adobe as I found I was using Lightroom less and less.  If you love … [Read more]

Checking Up On McClintock: 5 October 2022

October 5, 2022 By Lowell Herr

Updating the McClintock generated a surprise as I expected the Dual Momentum™ model would follow the recommendation we observed for both the Franklin and Pauling portfolios which was to invest 100% of the portfolio in U.S. Equities.  Not so with the … [Read more]

Just Received My First Paycheck

October 1, 2022 By Lowell Herr

I'm 25 years old and I just received my first paycheck.  What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth … [Read more]

What Is Working?

September 27, 2022 By Lowell Herr

After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios.   Which of the eighteen (18) ITA portfolios rank high on a return basis … [Read more]

The Argument for Self-Management

September 9, 2022 By Lowell Herr

ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios.  Numerous models are explained and updated each month.  These models vary from the very simple to a few that are more … [Read more]

Photographic Software Hints

August 29, 2022 By Lowell Herr

ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful.  Here are a few suggestions. I've been a Lightroom user from Version 1 on and it will be difficult to move away from … [Read more]

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General Investment News

Portfolios coming up for review.  Huygens, Pauling, Gauss, and Kepler 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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