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Recent Blog Entry

Carson Portfolio Review: 26 February 2026

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the Sector BPI … [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]

Portfolio Management

Franklin Sector BPI Update: 18 April 2023

Franklin is one of four Sector BPI portfolios.  Perhaps I should title these portfolios, Sector BPI Plus as each now contains more than the eleven (11) sector ETFs in an effort to patch one of the potential holes in the Sector BPI hypothesis.  Past … [Read More...]

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Biggs and Boston Brass: CD Recommendation for Week of 7 June 2015

June 7, 2015 By Lowell Herr

The Antiphonal Music of Gabrieli is my classical music recommendation this week.  Grab this CD if you can find any available, particularly if you like early music.  Giovanni Gabrieli (1557 - 1612) spans the period from early music into the Baroque … [Read more]

The Power and The Majesty: CD Recommendation for Week

May 31, 2015 By Lowell Herr

Back to another Robert Shaw recommendation - The Power and The Majesty.  A few selections include the following: Haydn's The Heavens are Telling from the Creation Sanctus from Faure's Requiem Lacrimosa from the Mozart Requiem O Fortuna from … [Read more]

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]

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