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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 Portfolio Review: 5 June 2024

Sector BPI investing continues to be tested through the Franklin portfolio.  Launched in early November of 2022 we now have 1.5 years of data with this portfolio.  Few trades occurred over this period, but we recently sold Technology (VGT) and Utilities (VPU) as both sectors … [Read More...]

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Music Recommendations for 10 November 2013

November 10, 2013 By Lowell Herr

Two music suggestions are coming your way this week as not everyone will enjoy the jazz recommendation.  Recently recommended to me was "The Complete Django Reinhard and Quintet of the Hot Club of France."  Classic Early Recordings is the closest I … [Read more]

Retirement Planning Mistake #10

November 4, 2013 By Lowell Herr

Investors do not monitor their portfolio adequately. Rare is the investor who can place their hands on the Internal Rate of Return (IRR) of their portfolio. An even smaller percentage of investors know how well their portfolio is performing with … [Read more]

Retirement Planning Mistake #8

November 2, 2013 By Lowell Herr

Over confident and lacks patience. Over confidence and lack of patience manifests itself in a number of ways. If you think you can beat the market by picking individual stocks, be very careful.  If you want to test your skills, set up two … [Read more]

Retirement Planning Mistake #7

November 1, 2013 By Lowell Herr

Lack of Portfolio Plan Do you have a portfolio plan and is it written down?  If you can lay your hands on a plan, you are a rare investor.  What is involved in specifying a Strategic Asset Allocation plan? A portfolio plan will first of all identify … [Read more]

Retirement Planning Mistake #6

October 31, 2013 By Lowell Herr

 It is a mistake to think your portfolio is properly diversified simply because you have chosen stocks or index funds across differing sectors. That’s not enough.  Investing across all sectors will not coverall asset classes, but investing across all … [Read more]

Retirement Planning Mistake #5

October 30, 2013 By Lowell Herr

This celestial object looks like a delicate butterfly. But it is far from serene. What resemble dainty butterfly wings are actually roiling cauldrons of gas heated to nearly 20 000 degrees Celsius. The gas is tearing across space at more than 950 000 … [Read more]

Retirement Planning Mistake #4

October 29, 2013 By Lowell Herr

  Investors lack knowledge about the importance of asset allocation.  Investors do not educate themselves as to the importance of asset allocation, and what asset classes tend to perform better than others over the long-run. I need not go … [Read more]

Retirement Planning Mistake #3

October 28, 2013 By Lowell Herr

  This celestial object looks like a delicate butterfly. But it is far from serene. What resemble dainty butterfly wings are actually roiling cauldrons of gas heated to nearly 20 000 degrees Celsius. The gas is tearing across space at more … [Read more]

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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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