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Recent Blog Entry

Bohr Portfolio Review: 6 May 2025

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.  As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently … [Read More...]

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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]

Passive vs. Active

Schrodinger Portfolio Review: 11 April 2025

Schrodinger is the gold standard when it comes to passive investing.  This portfolio answers the question, "Who will manage the family portfolio when I die?"  This style portfolio goes by several titles.  The general classification is Robo Advisor where the portfolio is managed by … [Read More...]

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Why I Use ETFs Instead of Individual Stocks

November 21, 2013 By Lowell Herr

Approximately 80% of all investors use individual stocks to populate their portfolios.  So why buck the majority trend and use index ETFs?  That is a reasonable question that merits an answer.  In fact, several answers.  Confession:  I do select a … [Read more]

Music Recommendations for 10 November 2013

November 10, 2013 By Lowell Herr

Two music suggestions are coming your way this week as not everyone will enjoy the jazz recommendation.  Recently recommended to me was "The Complete Django Reinhard and Quintet of the Hot Club of France."  Classic Early Recordings is the closest I … [Read more]

Retirement Planning Mistake #10

November 4, 2013 By Lowell Herr

Investors do not monitor their portfolio adequately. Rare is the investor who can place their hands on the Internal Rate of Return (IRR) of their portfolio. An even smaller percentage of investors know how well their portfolio is performing with … [Read more]

Retirement Planning Mistake #8

November 2, 2013 By Lowell Herr

Over confident and lacks patience. Over confidence and lack of patience manifests itself in a number of ways. If you think you can beat the market by picking individual stocks, be very careful.  If you want to test your skills, set up two … [Read more]

Retirement Planning Mistake #7

November 1, 2013 By Lowell Herr

Lack of Portfolio Plan Do you have a portfolio plan and is it written down?  If you can lay your hands on a plan, you are a rare investor.  What is involved in specifying a Strategic Asset Allocation plan? A portfolio plan will first of all identify … [Read more]

Retirement Planning Mistake #6

October 31, 2013 By Lowell Herr

 It is a mistake to think your portfolio is properly diversified simply because you have chosen stocks or index funds across differing sectors. That’s not enough.  Investing across all sectors will not coverall asset classes, but investing across all … [Read more]

Retirement Planning Mistake #5

October 30, 2013 By Lowell Herr

This celestial object looks like a delicate butterfly. But it is far from serene. What resemble dainty butterfly wings are actually roiling cauldrons of gas heated to nearly 20 000 degrees Celsius. The gas is tearing across space at more than 950 000 … [Read more]

Retirement Planning Mistake #4

October 29, 2013 By Lowell Herr

  Investors lack knowledge about the importance of asset allocation.  Investors do not educate themselves as to the importance of asset allocation, and what asset classes tend to perform better than others over the long-run. I need not go … [Read more]

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Portfolios coming up for review.  Copernicus, Bohr, 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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