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

Portfolio Hedge: 27 March 2026

On 24 March I added the following comment to my Portfolio Hedging Post of 20  March (https://itawealth.com/portfolio-hedging/): "With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread … [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]

Sector BPI

Millikan Sector BPI Portfolio Review: 8 August 2023

Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model.  This morning the Millikan, another Sector BPI portfolio, is scheduled for an update.  Over the last two reviews the Millikan gained slightly on the SPY benchmark, a positive sign for … [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 II

March 27, 2021 By Lowell Herr

Chapter two of The Elements of Investing covers index investing.  When it comes to investing, nobody knows more than the market.  William F. Sharpe put is simply in an article many years ago when he wrote - The Arithmetic … [Read more]

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]

  • « Previous Page
  • 1
  • …
  • 62
  • 63
  • 64
  • 65
  • 66
  • …
  • 81
  • Next Page »

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Beating the Dow With Bonds
  • Copernicus Portfolio Update: 15 January 2026

General Investment News

Portfolios coming up for review.  Pauling, 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

  • Bullish Percent Indicator Data: 6 October 2023
  • Preparing the Millikan For Transition: 26 December 2022
  • Retirement Planning Mistake #11
  • Millikan Sector BPI Portfolio Review: 10 May 2024
  • Selecting Closed-End-Funds
  • Rutherford Portfolio Review (Tranche 4): 14 April 2023
  • Bullish Percent Indicators: 12 January 2024
  • Darwin Portfolio Review: 1 September 2023
  • Bullish Percent Indicators: 24 February 2023
  • McClintock Sector BPI Portfolio Review: 15 December 2025
  • Carson Sector BPI Portfolio Review: 28 June 2024

Log in | Website Design by BOING