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Recent Blog Entry

Copernicus Portfolio Update: 12 February 2026

Copernicus, the all equity portfolio, is back for an update or review.  I've backed off from investing only in VOO or the S&P 500.  Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index.  Let one of the ten (10) sneeze … [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]

Portfolio Management

Copernicus Portfolio Review: 5 May 2025

As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.  As long-time reader know, the Copernicus is an equities only portfolio.  The management model is to save and purchase S&P 500 ETFs.  Based on the current administration generated chaos I am moving … [Read More...]

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Over-Valued Market: Four Critical Indicators

March 13, 2016 By Lowell Herr

ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high … [Read more]

The Nasty Mathematics of Volatility

March 12, 2016 By Lowell Herr

Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started.  Below is an example of why this is an important concept to consider … [Read more]

Forum: How To Use It Efficiently

February 24, 2016 By Lowell Herr

I'll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs.  … [Read more]

Debunking Dividend Fallacies

February 19, 2016 By Lowell Herr

While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject.  Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha … [Read more]

Music Recommendations: Two More CDs

February 7, 2016 By Lowell Herr

Sing O Ye Heavens is Moravian music.  It is rare to find a CD where I rate 5 stars to nine (9) songs.  The artists are the Bach Festival Society of Winter Park.  Not only is the singing beautiful, but the under-girding orchestra will give … [Read more]

Mendelssohn’s Elijah and Eternity And A Day

January 31, 2016 By Lowell Herr

Mendelssohn's Elijah is my primary classical music recommendation for this week.  Normally, I'm not a stickler for a particular rendition, but in this case I highly recommend you go with Robert Shaw.  In my mind, it is an outstanding recording of … [Read more]

Top Female Singers

January 17, 2016 By Lowell Herr

In no particular order, here are a few of my top female singers.  These women were selected for both the quality of their voice and the type of music they sing.  As you can see, the range is from opera to country to popular to broadway. Katherine … [Read more]

Revisiting The “Swensen Six” Portfolio

January 13, 2016 By Lowell Herr

Investors looking for a well-diversified and basic portfolio need look no further than the "Swensen Six."  Both HedgeHunter and I've written about David Swensen's simple portfolio before.  More references can be found by searching for Swensen on this … [Read more]

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General Investment News

Portfolios coming up for review.  Millikan and Franklin 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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