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Recent Blog Entry

Schrodinger Portfolio Update: 17 April 2026

Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account.  As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings … [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

Franklin Sector BPI Portfolio Update: 8 July 2023

  As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ.  Real Estate BPI data recommended selling all shares a few weeks ago.  When the sell signal showed … [Read More...]

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Blog Archives

Respighi: Ancient Airs and Dances

February 15, 2015 By Lowell Herr

There are several CDs featuring Respighi's Ancient Airs and Dances, so take time to look over the choices.  The link is the particular recording I have and I highly recommend it.  Some of the CD recordings are somewhat rare and command a high price … [Read more]

Orpheus Chamber Orchestra Featuring Albinoni, Purcell, Bach, Corelli, Handel and Vivaldi

January 25, 2015 By Lowell Herr

Are you looking for an album filled with five star recordings?  Then look no further than this fine CD by the Orpheus Chamber Orchestra.  Here is one review I pulled from an Amazon listener. "I have found that the performance style of the Orpheus … [Read more]

Retirement Planning Mistake #11

January 22, 2015 By Lowell Herr

Although alluded to in this "mistake series," an emphasis, or special attention needs to be given to portfolio volatility or risk management.  Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio … [Read more]

Back Testing Issues: Remain Skeptical of Results

January 12, 2015 By Lowell Herr

Ernest Stokley was kind enough to spend time learning a new software language in order to run back-tests on ETFs used to populate ITA portfolios.  There is an abundance of noise or uncertainty when analyzing data for back-testing.  Here … [Read more]

Ceremonial Music for Trumpet and Symphonic Organ: CD Recommendation for Week

January 4, 2015 By Lowell Herr

Ceremonial Music for Trumpet and Symphonic Organ is my CD recommendation for the week of January 4, 2015.  I've given five stars (top rating) to each cut from this CD.  Composers such as Mendelssohn, Purcell, Clarke, Hovhaness, Bach, Handel, and … [Read more]

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]

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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.

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