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Recent Blog Entry

McClintock Sector BPI Portfolio Review: 9 October 2025

  Faced with the high probability U.S. Equities is in for a correction, if not worse, how should an investor manage their portfolio?  The decision is much easier for Sector BPI portfolios such as the McClintock, Carson, and Franklin as this investing model is designed to take … [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]

Critical Material

Revisiting The “Swensen Six” Portfolio

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 blog.  Here is the "Swensen Six" portfolio in its most basic form … [Read More...]

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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]

Ten Investment Resolutions for 2015

January 1, 2015 By Lowell Herr

2015 Resolutions As we are turning the page into 2015, it is worthwhile establishing or reexamining our investment goals.  Many on the list are not new to readers of ITA Wealth Management.  So let's begin. 1.  Lay out an investment plan if you … [Read more]

Gordon Equation Revisited: A Time To Be Cautious

December 17, 2014 By Lowell Herr

Back on December 16, 2009 I wrote a blog and then revised it in 2010.  (Excuse the different size fonts as that comes from a copy and paste.) Those original writings are how history.  This is the latest update of the Gordon Equation.  I first learned … [Read more]

Christmas Music Recommendation

December 7, 2014 By Lowell Herr

As we approach the Christmas and New Year holiday season, here is another music selection to add to your growing collection.  My CD recommendation this week is A Festival of Carols in Brass featuring the Philadelphia Brass Ensemble.  Since I have … [Read more]

Boston Baroque: Lost Music of Early America – Music of the Moravians

November 16, 2014 By Lowell Herr

Boston Baroque is my CD recommendation for the week.  It has been a few weeks since I last advocated any music so it about time to put forth another selection.  Unfortunately, Amazon does not have this CD set up to listen to short selections from the … [Read more]

Ring of Fire Rendition: A Music Interlude

November 12, 2014 By Lowell Herr

As an interlude to investing, take a little time to listen to this rendition of Johnny Cash's "Ring of Fire."  Hope you have a good sound system and the subwoofer is … [Read more]

Schubert: Quintet in C

August 17, 2014 By Lowell Herr

Schubert's Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet.  Here is a positive review I found on Amazon.  Here is another fine … [Read more]

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General Investment News

Portfolios coming up for review.  Copernicus, Kepler, Bohr and Bethe 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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