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Recent Blog Entry

Schrodinger Portfolio Update: 17 April 2026

Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account.  As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings … [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]

Sector BPI

Gauss Sector BPI Portfolio Review: 25 October 2024

Gauss is one of five portfolios currently using the Sector BPI investing model.  The other four are:  Carson, Franklin, McClintock, and Millikan.  To see how these portfolios are performing, check out this blog post.  These five portfolios were launched at … [Read More...]

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Test Notification of New Blog Posts

April 13, 2016 By Lowell Herr

Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts.  As the Sysop I log on to the site every day, but this is not convenient for all readers.  Apparently a new plugin upgrade reset the … [Read more]

Beating the Dow With Bonds

April 8, 2016 By Lowell Herr

Several years ago I wrote a review of Michael O'Higgins book, Beating the Dow With Bonds.  O'Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan's … [Read more]

Music Recommendations For Easter

March 27, 2016 By Lowell Herr

Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are … [Read more]

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]

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Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Update: 24 February 2026
  • Buffett Indicator & Shiller PE Ratio
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Beating the Dow With Bonds
  • Carson Portfolio Review: 26 February 2026

General Investment News

Portfolios coming up for review.  Einstein, Carson, and Pauling 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

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  • Rutherford Portfolio Review (Tranche 4): 26 April 2024
  • Debunking Dividend Fallacies
  • Carson Sector BPI Plus Portfolio Review: 1 May 2023
  • Carson Portfolio Review: 26 February 2026

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