ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

Darwin 2026: 2 January 2026

I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list ("quiver") and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have … [Read More...]

Membership

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]

Books

The Elements of Investing: Part I

Burton G. Malkiel and Charles D. Ellis have written an amazingly simple and short book titled, The Elements of Investing.  This compact book hits on all cylinders of investing and the first one is the most important - SAVE.  This … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

ETF Rankings: VEU and IDV Lose Ground

January 22, 2014 By Lowell Herr

Two international ETFs lost ground over the last few trading days.  Both VEU and IDV are now performing below SHY as Platinum members can see from the rankings table shown below. ETF Rankings:  Based on the following data we will continue to lower … [Read more]

Risk Parity: A 60/40 Stock/Bond Portfolio Is Not Conservative

January 17, 2014 By Lowell Herr

This blog will make a lot more sense if you are able to capture and read Edward Qian's article, Risk Parity Allocation.  This blog post is a brief description of how risk is calculated.  This not for the mathematically squeamish, but the concept is … [Read more]

Rossini Overtures: CD Recommendation for 12 January 2014

January 12, 2014 By Lowell Herr

If you are looking for rousing and energetic classical music, the Rossini Overtures fit the requirement.  There are many recordings to choose from and here are three that I own. Rossini: Complete Overtures conducted by Neville Marriner Rossini: … [Read more]

Tactical Asset Allocation: Does It Make Sense?

January 9, 2014 By Lowell Herr

Here is the link to a particularly useful article for ITA readers.  As you read the article, pay particular attention to the fundamentals that provide clues as to whether or not the market is likely to generate lower than average, average, or above … [Read more]

Strategic Asset Allocation: A Starting Point For Portfolio Construction

December 29, 2013 By Lowell Herr

Much is made of the importance of asset allocation here at ITA Wealth Management.  Long-time readers are familiar with the general layout of the portfolios and new readers will find more information by doing a search for "Dashboard."  Not all … [Read more]

Excellent Music from All Classical in Portland, Oregon

December 24, 2013 By Lowell Herr

If you wish to listen to excellent music for a few more days, bring up this URL on your computer or SONOS system. http://www.allclassical.org  and click on Listen. … [Read more]

Vermont Symphony Orchestra: Counterpoint Christmas Music

December 22, 2013 By Lowell Herr

One of my favorite Christmas CDs is Counterpoint: Christmas in Vermont.  I was surprised to find only one review on Amazon, but this reviewer matches my opinion of the recording. "Counterpoint is a twelve-member choral group based in Vermont, … [Read more]

Why Use Index Funds?

December 12, 2013 By Lowell Herr

The Power of Index Investing Why are 80% to 85% of all investors wrong?  Could it be the power of advertising and greed?  What do I mean when I say a high percentage of investors have it all wrong?  Simple!  The majority of investors … [Read more]

  • « Previous Page
  • 1
  • …
  • 72
  • 73
  • 74
  • 75
  • 76
  • …
  • 78
  • Next Page »

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • ChatGPT Summary of ITA Wealth Management Blog
  • Buffett Indicator & Shiller PE Ratio
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Bullish Percent Indicators: 21 November 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Selecting Closed End Funds (CEFs)

General Investment News

Portfolios coming up for review.  Pauling, Millikan, Gauss, 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.

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

  • Rutherford Portfolio Review (Tranche 2): 20 January 2023
  • Two Quarter Rotations of Sector BPI Performance: 29 April 2024
  • Copernicus Portfolio Update: 14 December 2025
  • A Brief History of ITA Wealth Management
  • Carson Portfolio: Creating A New Investing Model
  • Questions To Ask Your Money Manager
  • Carson Sector BPI Portfolio Review: 28 June 2024
  • Carson Sector BPI Portfolio: 21 March 2024
  • Rutherford Portfolio Review (Tranche 2): 16 February 2024
  • Rutherford Portfolio Review (Tranche 4): 13 October 2023
  • Huygens Sector BPI Portfolio Review: 24 November 2023

Log in | Website Design by BOING