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Recent Blog Entry

Copernicus Portfolio Review: 3 July 2025

When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind.  Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase … [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

All You Need To Know About Investing On a 3 x 5 Card

With credit due to Professor Harold Pollack, check out these basic ideas of investing. If more space were available, I would add a few words to some of Professor Pollack's suggestions.  For example, if your company offers stock at a discount, take advantage of that opportunity and then sell … [Read More...]

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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]

Retirement Planning Mistake #3

October 28, 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 … [Read more]

Retirement Planning Mistake #2

October 26, 2013 By Lowell Herr

Prospective investors carry too much credit card debt.  This mistake is a corollary of Mistake #1.  Stay out of credit card (CC) debt.  Mistake #2 is not so much an investor mistake, but rather a mistake of bad management as it has nothing to do … [Read more]

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, 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.

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