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

Bullish Percent Indicators: 21 November 2025

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline.  … [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]

Critical Material

The True Cost of Management Fees

Sometime in the past I wrote about the true cost of management fees, but that blog post may have been deleted in the process of culling older posts.  Regardless, it is time to go through the mathematics of management fees.  Let's walk through an … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

Katherine Jenkins: “Rejoice” – CD Recommendation for Week

May 24, 2015 By Lowell Herr

Katherine Jenkins is to perform this evening at the Memorial Day Concert in Washington, D.C.  Hence this recommendation.  At least twice in the past I've suggested her CD's to ITA readers.  Here are links to those … [Read more]

Andrea Bocelli: Romanza – CD Recommendation for Week

May 17, 2015 By Lowell Herr

  As I recall, Romanza featuring Andrea Bocelli was a gift.  I'm a bit surprised I did not recommend this CD before as it has long been a favorite.  One of my favorite selections is Rapsodia, but there are other five star songs found … [Read more]

Northern Lights: Sissel

May 10, 2015 By Lowell Herr

Northern Lights, featuring Sissel, is my CD recommendation for the week.  One of my favorite cuts has Sissel singing "Quando Sento Che Mi Ami" with Jose Carreras.  This not the only song I rate as five star on this beautiful recording.  Sissel is one … [Read more]

Asset Allocation Is Not Responsible For 90% of Portfolio Returns

March 21, 2015 By Lowell Herr

One of the more misunderstood results to come out of the Brinson et al papers is the statement that 90% of a portfolio returns is a result of asset allocation.  This paper by Mitch Tuchman gets it wrong.  Check the first paragraph under Reducing … [Read more]

Katherine Jenkins: “La Diva” is CD Recommendation for Week

March 15, 2015 By Lowell Herr

Katherine Jenkins, "La Diva" is my CD recommendation for the week.  If the cost is a little steep, then go to Pandora and set up a Katherine Jenkins station.  Pandora does not allow one to listen to specific songs, but you will find music that is … [Read more]

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]

  • « Previous Page
  • 1
  • …
  • 65
  • 66
  • 67
  • 68
  • 69
  • …
  • 76
  • Next Page »

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • ChatGPT Summary of ITA Wealth Management Blog
  • Bullish Percent Indicator: 30 May 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Franklin, Gauss, Schrodinger and Huygens 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

  • Dual Momentum Investing by Gary Antonacci
  • Rutherford Portfolio Review (Tranche 1): 22 September 2023
  • A Review/Comparison of Momentum Systems
  • Bullish Percent Indicators: 29 December 2023
  • Rutherford Portfolio Review (Tranche 2): 1 September 2023
  • Bullish Percent Indicators: 18 March 2023
  • Rutherford-Darwin Portfolio Review: 28 February 2025
  • Rutherford Portfolio Review (Tranche 2): 7 July 2023
  • Retirement Planning Mistake #4
  • Kahneman-Tversky Portfolio Review: 3 February 2023
  • Copernicus Portfolio Review: 2 June 2025

Log in | Website Design by BOING