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

Copernicus Portfolio Update: 23 June 2026

Copernicus is the "all equity" portfolio, but with a few changes since the U.S, Stock market is overvalued by a wide margin.  At this writing the market was down today, but the Copernicus was holding to the upside. The current portfolio holds very few shares in the total … [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]

Portfolio Management

Schrodinger Portfolio Review: 1 December 2023

Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo Advisor portfolio answers … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

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]

Using Rotation Data in an Investment Strategy Model

August 27, 2022 By hedgehunter

Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general … [Read more]

Bohr Portfolio Review: 24 August 2022

August 24, 2022 By Lowell Herr

Bohr is one of the growth-income portfolios that is essentially a passive portfolio.  Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio.  While the Kipling spreadsheet is used … [Read more]

McClintock Portfolio Review: 16 August 2022

August 16, 2022 By Lowell Herr

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing … [Read more]

Notification Test

July 25, 2022 By Lowell Herr

Notification test. This is a simple test to see if MailPoet, a new notification plugin is working.  Leave a comment if you received this notification.  You may first need to subscribe for notifications.  I think this plugin is setup so you can … [Read more]

Schrodinger Portfolio Review: 21 July 2022

July 21, 2022 By Lowell Herr

The often touted Schrodinger is again up for review.  I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models.  As a result, one can use the Schrodinger or a similar … [Read more]

McClintock Portfolio Review: 10 June 2022

June 10, 2022 By Lowell Herr

McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are … [Read more]

How To Handle This Selloff: 18 May 2022

May 18, 2022 By Lowell Herr

With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff?  Let's take a simple example.  These suggestions assume cash is available.  Eventually the market will come back.  As long as … [Read more]

  • « Previous Page
  • 1
  • …
  • 59
  • 60
  • 61
  • 62
  • 63
  • …
  • 84
  • Next Page »

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026

General Investment News

Portfolios coming up for review.  Copernicus, Kepler and Gauss 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

  • Copernicus Portfolio Review: 1 August 2025
  • Bullish Percent Indicators: 23 August 2024
  • Bullish Percent Indicators: 15 December 2023
  • Rutherford Portfolio Review (Tranche 2): 27 September 2024
  • Bullish Percent Indicators: 27 January 2023
  • Bullish Percent Indicators: 23 June 2023
  • Back Testing Issues: Remain Skeptical of Results
  • Copernicus Portfolio Review: 3 July 2025
  • Copernicus Portfolio Review: 8 November 2024
  • Schrodinger Portfolio Review: 1 December 2023
  • Bullish Percent Indicators:

Log in | Website Design by BOING