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Recent Blog Entry

Copernicus Portfolio Update: 12 February 2026

Copernicus, the all equity portfolio, is back for an update or review.  I've backed off from investing only in VOO or the S&P 500.  Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index.  Let one of the ten (10) sneeze … [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]

Portfolio Management

The Skeptical Investor: Should I Follow An Active or Passive Management Model?

What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management?  Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model?  It is easy to … [Read More...]

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Blog Archives

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]

Beginning to Advanced Investors: 4 December 2021

December 4, 2021 By Lowell Herr

There are times when one needs to step out of the weeds of investing and take a fresh look at portfolio construction.  Most readers of ITA Wealth Management have been with us for a number of years, some going as far back to 2008 when this blog … [Read more]

Photo Enhancement: Where Condors Soar

November 7, 2021 By Lowell Herr

On a recent trip to Southern California, when traveling south on Route #101, the GPS recommended moving off #101 and taking a more mountainous road, Route #154.  Intuitively, this seemed like a false recommendation.  Why leave a four-lane highway for … [Read more]

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General Investment News

Portfolios coming up for review.  Millikan and Franklin 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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