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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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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

Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is

This is a follow-up to the HedgeHunter Risk Parity (RP) post.  This blog post will give readers an overview of how RP is calculated.  This not for the mathematically squeamish, but the concept is not difficult if … [Read More...]

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Serious Investors Benchmark Their Portfolio

September 20, 2013 By Lowell Herr

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair … [Read more]

Reviewing The Fundamentals of Investing

September 20, 2013 By Lowell Herr

  Search this blog site for “The Golden Rule of Investing” and you will pick up the basic ideas of Rule #1 of Investing. The Golden Rule of Investing is – “Save as much as you can as early as you can.”  Burton Malkiel puts it this way. “The … [Read more]

Nine Critical Investment Decisions

September 19, 2013 By Lowell Herr

Nine Critical Investment Decisions 1.  The Decision to Save or Not to Save 2.  The Go-It-Alone or Professional Manager Decision 3.  The Decision to be a Passive, Active or Mosaic Investor 4.  The Decision to Use Index Funds or Stocks to … [Read more]

Weekly Music Recommendation

September 15, 2013 By Lowell Herr

Photograph: Arches National Park - Image captured just as the sun was rising. My music selection this week is Yo-Yo Ma playing Ennio Morricone.  This CD includes some of the most beautiful and haunting compositions ever collected on one platter.  As … [Read more]

Index vs. Passive Investing

September 14, 2013 By Lowell Herr

Harold R. Evensky, in his Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets book, makes a distinction between index and passive investing.  Few readers are unaware of the differences between active and passive … [Read more]

Goofus vs. Gallant

September 13, 2013 By Lowell Herr

As a small boy, my family subscribed to a magazine called “Children’s Activities.” Each issue contained a story of two characters, Goofus and Gallant. We all wanted to be like Gallant, although we frequently found ourselves behaving like … [Read more]

The Feynman Study: Part 3

September 7, 2013 By Lowell Herr

In Part 3 of the Feynman Portfolio Study we look at the impact of rebalancing on portfolio performance. Part 2 examined the “Passive” – Buy and Hold – Investment strategy.  Part 3 moves on to examine the “Dynamic” – Buy….Don’t Hold, re-balance – … [Read more]

The Feynman Study: Part 1

September 5, 2013 By Lowell Herr

This first Part of the Study identifies the 10 Asset Groups and 18 individual EFTs that comprise the Feynman Portfolio and looks at the general market behavior, as defined by the Vanguard Total Stock Market Fund (VTSMX), over the 6 year period from … [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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