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Recent Blog Entry

Millikan Asset Allocation Portfolio: 6 May 2026

Millikan is the asset allocation portfolio up for review this morning and it is undergoing a few changes.  The new allocation of assets is designed to further diversify the portfolio, provide additional resistance to a possible recession, and to counter the high probability of financial repression.  Read the … [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]

Sector BPI

Franklin Sector BPI Portfolio Review: 12 June 2025

One benefit of Sector BPI portfolios such as the Franklin is that there is a built in capital preservation ingredient inherent in the management model.  While Trailing Stop Loss Orders (TSLOs) may not be ideal, based on historical data, they are working for the three Sector BPI portfolios.  Check portfolios Carson and McClintock for further confirmation. This morning I checked the Bullish Percent … [Read More...]

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Dee Wright Observatory: 28 August 2021

August 27, 2021 By Lowell Herr

Have you ever created a photograph when you knew in advance it was highly likely it would end in a failure.  Such was the case yesterday when we were at the Dee Wright Observatory located just west of Sisters, Oregon.  Not only was I faced with a … [Read more]

Zion National Park: Basic Edits

August 25, 2021 By Lowell Herr

The rock formation in this photograph is of little interest other than it was located close to the parking lot where we stayed just outside Zion National Park.  It was right in your face each morning so it was nearly impossible not to snap a few … [Read more]

Sky Replacement: An Example

August 23, 2021 By Lowell Herr

The following image come out of my Zion National Park collection.  Zion has two major sections and the photo below was made in the western section of the park.  The top photo is an original jpg image so adjustments are restricted or limited.  In the … [Read more]

Catching The Spirit of Ansel Adams

August 22, 2021 By Lowell Herr

Here are two images from Yosemite National Park that remind me of Ansel Adams, one of the masters of black and white photograph. Camera settings were:  ISO 200, 18mm focal length, 1/200s, and f/5.0. The same falls from a different … [Read more]

Color To Black and White

August 22, 2021 By Lowell Herr

Many of us began our photography experience in the darkroom developing black and white images.  BnW still holds an attraction for me as one can ramp up the contract.  There is also the challenge of trying to match master photographers such as Henri … [Read more]

Photographic Enhancement: Bergen, Norway

August 21, 2021 By Lowell Herr

Since there are a few readers of this investment blog also interested in photography, this post illustrates how one can improve an image with a few minor tweaks using Luminar AI.  Here are some specs for this image.  I used a full-frame Canon 5D Mark … [Read more]

Cropping With Some Masking

August 16, 2021 By Lowell Herr

Here is another example of working with an image using Luminar AI.  If you are seeking help with Luminar AI, just Google "Luminar AI YouTube" without the quotes.  Jim Nix has many excellent tutorials. Statue of Fisherman - Original The … [Read more]

Sky Replacement: Post Processing a Photograph

August 16, 2021 By Lowell Herr

Below are two photographs of the Carson House located in Eureka, California.  The house is now the Ingomar Club, but I still think of it as the Carson House.  The house was built in 1885 and was the home of pioneer lumberman, William Carson.  It is … [Read more]

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General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe and Bohr 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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