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Recent Blog Entry

Franklin Sector BPI Portfolio: 12 June 2026

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two authors of interest.  They are: Jeremy Du … [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

Copernicus Portfolio Update: 24 December 2025

Merry Christmas Copernicus is the last portfolio up for review before Christmas.  The major change is to reduce holdings in VOO and shift the percentage over to RSP.  The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and … [Read More...]

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And Winter Came by Enya: CD Recommendation for 22 November 2015

November 22, 2015 By Lowell Herr

Sundial Bridge - Redding, California And Winter Came by Enya is the CD recommendation for the week.  I looked for Thanksgiving music but was unable to find a complete album of music I thought would meet a certain standard so I am going with And … [Read more]

Music Recommendations To Counter A Violent Week

November 15, 2015 By Lowell Herr

Two music recommendations come to mind as free societies reel from the violent acts of radicals.  The first is titled "Holy Mother" sung by Clapton and Pavarotti.  The lyrics are printed below. https://www.youtube.com/watch?v=5_OHAkzfT_U Lyrics … [Read more]

Beethoven’s Concertos 1 – 4 Featuring Stephen Kovacevich

November 8, 2015 By Lowell Herr

While there are numerous recordings of Beethoven's five concertos, this particular recording on Phillips comes highly recommended.  While it does not include my favorite, the fifth concerto, these four are outstanding, particularly the … [Read more]

Leo Kottke, Berlioz, Boito, and Verdi: CD Recommendations For Week

November 1, 2015 By Lowell Herr

This week I am making two music recommendations, and one actually includes three classical composers.  First, the non-classical recommendation.  As a very different recommendation I am suggesting readers check out Leo Kottke's "Instrumentals: Best Of … [Read more]

Govi: CD Recommendation for Last Week in October

October 25, 2015 By Lowell Herr

As we complete the last week in October, Govi's "Andalusian Nights" is an outstanding CD to welcome the month of November.  This CD is filled with wonderful guitar music. Amazon Recommendation:  "I first heard this album at a HIGH END audio store … [Read more]

Ancient Echoes: Russian Choral Music

October 18, 2015 By Lowell Herr

Several years ago a close relative gave me Ancient Echoes as a gift and I've treasured this rich music ever since.  I likely would have missed this CD had it not been a gift.  It is one I highly recommend you add to your collection, particularly if … [Read more]

Three Tenors in Concert

October 11, 2015 By Lowell Herr

Three Tenors in Concert features Jose Carreras, Placido Domingo, and Luciano Pavarotti, great tenors of our generation.  This CD is worth two Amazon reviews. "For most opera "snobs" the three tenors have committed the ultimate sin: singing … [Read more]

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

September 16, 2015 By Lowell Herr

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 … [Read more]

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General Investment News

Portfolios coming up for review.  Kepler, Schrodinger, Bohr and Franklin 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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