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Recent Blog Entry

McClintock Sector BPI Portfolio Review: 11 November 2025

The McClintock is positioned much the same as it was last month.  Materials and Consumer Staples are the sectors of interest.  Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target percentage or one-half the recommended shares when a Buy … [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]

Critical Material

Advisors Do Not Add Alpha

ITA Wealth Management is all about learning to manage your own portfolio instead of hiring a professional money manager.  Here is added evidence that consultants and advisors are not adding alpha to some of the most recognized portfolios in the land. Check out … [Read More...]

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William Bernstein Recommends Saving More and Spending Less

March 12, 2015 By Lowell Herr

William J. Bernstein, in a recent interview, projects modest market gains (2% net expenses) over next two decades.  That does not bode well for the 45 to 55 age generation.  Here is a quote from the Bernstein interview. "The way you’re going to get … [Read more]

Expectancy

February 20, 2015 By hedgehunter

I have mentioned the concept of “expectancy” a number of times on this site and a Platinum Member recently asked me for a reference to a post on the subject. The references are somewhere in the comments sections of various posts so I thought it might … [Read more]

Respighi: Ancient Airs and Dances

February 15, 2015 By Lowell Herr

There are several CDs featuring Respighi's Ancient Airs and Dances, so take time to look over the choices.  The link is the particular recording I have and I highly recommend it.  Some of the CD recordings are somewhat rare and command a high price … [Read more]

Orpheus Chamber Orchestra Featuring Albinoni, Purcell, Bach, Corelli, Handel and Vivaldi

January 25, 2015 By Lowell Herr

Are you looking for an album filled with five star recordings?  Then look no further than this fine CD by the Orpheus Chamber Orchestra.  Here is one review I pulled from an Amazon listener. "I have found that the performance style of the Orpheus … [Read more]

Retirement Planning Mistake #11

January 22, 2015 By Lowell Herr

Although alluded to in this "mistake series," an emphasis, or special attention needs to be given to portfolio volatility or risk management.  Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio … [Read more]

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]

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