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Recent Blog Entry

Bohr Portfolio Review: 6 May 2025

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.  As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently … [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]

Passive vs. Active

Copernicus Portfolio Review: 21 January 2025

"An investment in knowledge pays the best interest." - Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities.  Never sell unless there is an absolute emergency. If one were to simplify the Copernicus I would … [Read More...]

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Katherine Jenkins: “La Diva” is CD Recommendation for Week

March 15, 2015 By Lowell Herr

Katherine Jenkins, "La Diva" is my CD recommendation for the week.  If the cost is a little steep, then go to Pandora and set up a Katherine Jenkins station.  Pandora does not allow one to listen to specific songs, but you will find music that is … [Read more]

William Bernstein Recommends Saving More and Spending Less

March 12, 2015 By Lowell Herr

William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades.  That does not bode well for the 45 to 55 age generation.  Here is a quote from the Bernstein interview. "The way you’re going to get … [Read more]

Expectancy

February 20, 2015 By hedgehunter

I have mentioned the concept of “expectancy” a number of times on this site and a Platinum Member recently asked me for a reference to a post on the subject. The references are somewhere in the comments sections of various posts so I thought it might … [Read more]

Respighi: Ancient Airs and Dances

February 15, 2015 By Lowell Herr

There are several CDs featuring Respighi's Ancient Airs and Dances, so take time to look over the choices.  The link is the particular recording I have and I highly recommend it.  Some of the CD recordings are somewhat rare and command a high price … [Read more]

Orpheus Chamber Orchestra Featuring Albinoni, Purcell, Bach, Corelli, Handel and Vivaldi

January 25, 2015 By Lowell Herr

Are you looking for an album filled with five star recordings?  Then look no further than this fine CD by the Orpheus Chamber Orchestra.  Here is one review I pulled from an Amazon listener. "I have found that the performance style of the Orpheus … [Read more]

Retirement Planning Mistake #11

January 22, 2015 By Lowell Herr

Although alluded to in this "mistake series," an emphasis, or special attention needs to be given to portfolio volatility or risk management.  Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio … [Read more]

Back Testing Issues: Remain Skeptical of Results

January 12, 2015 By Lowell Herr

Ernest Stokley was kind enough to spend time learning a new software language in order to run back-tests on ETFs used to populate ITA portfolios.  There is an abundance of noise or uncertainty when analyzing data for back-testing.  Here … [Read more]

Ceremonial Music for Trumpet and Symphonic Organ: CD Recommendation for Week

January 4, 2015 By Lowell Herr

Ceremonial Music for Trumpet and Symphonic Organ is my CD recommendation for the week of January 4, 2015.  I've given five stars (top rating) to each cut from this CD.  Composers such as Mendelssohn, Purcell, Clarke, Hovhaness, Bach, Handel, and … [Read more]

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