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

ChatGPT Summary of ITA Wealth Management Blog

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched … [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]

Critical Material

Splitting Portfolio Into Multiple Parts

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 waiting period.  We see the rankings change … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

The Elements of Investing: Part I

March 25, 2021 By Lowell Herr

Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing.  This compact book hits on all cylinders of investing and the first one is the most important - SAVE.  This … [Read more]

The Golden Rule of Investing

March 17, 2021 By Lowell Herr

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.”  The operative word is early.  William J. Bernstein lays it out in stark language in his book, “ … [Read more]

New Content Notification

March 13, 2021 By Lowell Herr

Several readers contacted me about new blog post notifications.  New content was not reaching readers unless they logged into ITA Wealth Management. This post … [Read more]

Portfolio Benchmarking: Looking Beyond Portfolio Returns

March 11, 2021 By Lowell Herr

In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking.  Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link … [Read more]

Where Did All The Posts Go?

March 9, 2021 By Lowell Herr

If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct.  I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful.  … [Read more]

Reworking The Investment Quiver

September 25, 2020 By Lowell Herr

With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio.  Think through … [Read more]

Absolute Acceleration

May 22, 2017 By hedgehunter

Members occasionally ask for more information on how the the Absolute Acceleration value used in the Kipling SS's is calculated. This post should answer this question. The Calculation The intent of the absolute acceleration (AA) calculation is … [Read more]

Over-Valued Market: Four Critical Indicators

May 6, 2017 By Lowell Herr

Critical Metrics Signal Market Warnings Back in March of 2016 I wrote a blog presenting data related to an over-bought market at that time.  Today's post (Part 2) is an update and review of that information.  U.S. Equities have not cooled … [Read more]

  • « Previous Page
  • 1
  • …
  • 57
  • 58
  • 59
  • 60
  • 61
  • …
  • 76
  • Next Page »

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Hawking Portfolio Review: 3 October, 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Review: 7 August 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  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

  • Rutherford Portfolio Review (Tranche 3): 3 March 2023
  • Kahneman-Tversky Portfolio Review: 1 December, 2023
  • Advisors Do Not Add Alpha
  • Rutherford Portfolio Review (Tranche 4): 16 August 2024
  • Buffett Indicator & Shiller PE Ratio
  • Rutherford Portfolio Review (Tranche 2): 24 November 2023
  • McClintock Portfolio Review: 10 June 2022
  • Rutherford-Darwin Portfolio Review: 21 February 2025
  • Bullish Percent Indicators: 21 July 2023
  • Huygens Portfolio Review: 22 July 2025
  • How Much Are You Leaving With Your Financial Advisor?

Log in | Website Design by BOING