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Recent Blog Entry

Franklin Sector BPI Portfolio Review: 14 April 2026

Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning.  This is one of three portfolio using the Sector BPI investing model.  New readers to the ITA blog may find this management style of interest as it is showing to be … [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 Plus Portfolio Review: 17 August 2023

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a business cycle or … [Read More...]

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Blog Archives

How “Robust” is the ITA Wealth Momentum Strategy? – Part 5

August 29, 2015 By hedgehunter

Reducing Uncertainty by Tranching In the first 4 parts of this study we have focused on the optimization and robustness of the primary parameters necessary to apply the ITA Wealth Momentum Strategy – the appropriate look-back periods to measure … [Read more]

ITA Wealth Management Review: Catching Up

August 6, 2015 By Lowell Herr

With new Platinum members joining on a regular basis, and no portfolios up for review today, now is a good time to summarize what this blog is all about.  Long-time readers, and those who have taken the time to read a significant portion of the … [Read more]

The Skeptical Investor: Should I Follow An Active or Passive Management Model?

July 13, 2015 By Lowell Herr

What if you fall into the investor class who is not completely convinced of the benefits of the momentum model or active management?  Is there a middle ground where one might combine the Strategic Asset Allocation (SAA) model and the momentum model?  … [Read more]

Symphonic Spectacular: Eric Kunzel and Cincinnati Pops Orchestra

July 5, 2015 By Lowell Herr

Symphonic Spectacular is a CD filled with 5 star ratings.  Don't let the few reviews on Amazon put you off.  Many of you will recognize tunes such as Ride of the Valkyries, Espana, Marche Slav, Entry March of the Boyars, and Sabre Dance. In addition … [Read more]

The One Page “Investment Book”

June 25, 2015 By Lowell Herr

How to simplify investing is a clarion call from many investors who are either busy working, have little interest in investing, or are very young with minimal experience.  In an effort to respond to this frequent request, I set out to condense an … [Read more]

Splendor and the Brass: CD Recommendation for June 14

June 14, 2015 By Lowell Herr

In celebration of Kipling's fourth birthday (actually unknown) I am recommending Splendor and the Brass as there are so many five star selections on this single recording.  Featured composers … [Read more]

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]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Franklin and Schrodinger 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): 24 May 2024
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  • Schrodinger Portfolio Update: 2 January 2026
  • Rutherford Portfolio Review (Tranche 1): 25 August 2023
  • Carson Sector BPI Portfolio Review: 29 August 2024
  • Bullish Percent Indicators: 2 June 2023
  • Copernicus Portfolio Review: 5 May 2025
  • Copernicus Portfolio Review: 19 December 2024
  • Rutherford Portfolio Review (Tranche 4): 3 February 2023
  • Rutherford Portfolio Review (Tranche 1): 17 November 2023

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