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Recent Blog Entry

Gauss Portfolio Review: 5 March 2026

Gauss is the portfolio up for review today.  The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27.  Conservative is defined in this case as low volatility. … [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

Hawking Portfolio Review: 10 January, 2023

The Hawking Portfolio is a Buy-and-Hold "Income" Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like this: with performance over the past 2 years … [Read More...]

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Ten Investment Resolutions for 2015

January 1, 2015 By Lowell Herr

2015 Resolutions As we are turning the page into 2015, it is worthwhile establishing or reexamining our investment goals.  Many on the list are not new to readers of ITA Wealth Management.  So let's begin. 1.  Lay out an investment plan if you … [Read more]

Gordon Equation Revisited: A Time To Be Cautious

December 17, 2014 By Lowell Herr

Back on December 16, 2009 I wrote a blog and then revised it in 2010.  (Excuse the different size fonts as that comes from a copy and paste.) Those original writings are how history.  This is the latest update of the Gordon Equation.  I first learned … [Read more]

Christmas Music Recommendation

December 7, 2014 By Lowell Herr

As we approach the Christmas and New Year holiday season, here is another music selection to add to your growing collection.  My CD recommendation this week is A Festival of Carols in Brass featuring the Philadelphia Brass Ensemble.  Since I have … [Read more]

Boston Baroque: Lost Music of Early America – Music of the Moravians

November 16, 2014 By Lowell Herr

Boston Baroque is my CD recommendation for the week.  It has been a few weeks since I last advocated any music so it about time to put forth another selection.  Unfortunately, Amazon does not have this CD set up to listen to short selections from the … [Read more]

Ring of Fire Rendition: A Music Interlude

November 12, 2014 By Lowell Herr

As an interlude to investing, take a little time to listen to this rendition of Johnny Cash's "Ring of Fire."  Hope you have a good sound system and the subwoofer is … [Read more]

Schubert: Quintet in C

August 17, 2014 By Lowell Herr

Schubert's Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet.  Here is a positive review I found on Amazon.  Here is another fine … [Read more]

Ceremonial Music for Trumpet and Symphonic Organ

August 10, 2014 By Lowell Herr

  Ceremonial Music for Trumpet and Symphonic Organ is the recommended CD this week.  Rolf Smedvig is the featured trumpeter and Michael Murray is on the organ.  Of the positive reviews on Amazon, this one provides an overview of what to … [Read more]

Why I Use Index ETFs

August 7, 2014 By Lowell Herr

Why I use Index Exchange Traded Funds (ETFs).  Let me count the ways. Simplicity:  It saves the work of stock analysis. Increases probability of success:  A literature search of index investing vs. … [Read more]

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General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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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