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Recent Blog Entry

Portfolio Hedge: 27 March 2026

On 24 March I added the following comment to my Portfolio Hedging Post of 20  March (https://itawealth.com/portfolio-hedging/): "With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread … [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 Update: 28 January 2026

As with the Carson reviewed earlier this week, no changes are in store for the Franklin Sector BPI portfolio.  No sectors are in the oversold zone as we continue this bull market move.  Sectors in the overbought zone (70% bullish … [Read More...]

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Chopin: 24 Preludes

March 30, 2014 By Lowell Herr

There are many Chopin: 24 Preludes to choose from.  Gregory Sokolov is the artist in this particular and most of the cuts I rate as five stars.  Hence my music recommendation for this week.  The following review by Scott Morrison mirrors my reaction … [Read more]

The Bells of St. Genevieve and Other Baroque Delights

March 16, 2014 By Lowell Herr

The Bells of St. Genevieve and Other Baroque Delights is my classical music recording for the week.  Downloading the MP3 version seems to be the only way to capture this music, but it is worth it.  Below is a positive review from an Amazon reader.  … [Read more]

Beginner Advice: Getting Started With Portfolio Construction

March 15, 2014 By Lowell Herr

Several days* ago a friend wrote and asked about setting up a portfolio where $500 would be deposited every month.  What advice would I pass on to such an investor?  The first bit … [Read more]

Useful Website: Transparent Investing

March 10, 2014 By Lowell Herr

Last evening I was made aware of a useful and interesting website titled, Transparent Investing.  Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks.  There you … [Read more]

Living a Dream: Katherine Jenkins

February 2, 2014 By Lowell Herr

One of my favorite female singers is Katherine Jenkins.  Living a Dream is my CD selection for this week and I recommend downloading the MP3 version to save some money.   The following Amazon review provides clues as to what to expect to … [Read more]

Scheherazade: Music Selection for This Week

January 26, 2014 By Lowell Herr

  Scheherazade, composed by Nikolai Rimsky-Korsakov, is my CD recommendation for this week.  While there are many options available, this particular CD also includes Capriccio Espagnol.  This is a Telarc disc and I find their recording … [Read more]

Asset Classes: How Many Should I Own?

January 23, 2014 By Lowell Herr

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  … [Read more]

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]

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General Investment News

Portfolios coming up for review.  Pauling, Kepler and Gauss 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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