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
You are here: Home / Forum

Forum

Forum 1
Albert Mak
@a-mak
Forum Home   |   Recent Posts
Active Member
Joined: August 27, 2013 4:12 PM
Last seen: July 12, 2022 11:22 AM
Follow
Profile Activity
Topics: 1 / Replies: 7
AllTopicsReplies
Topic
Risk Parity Portfolio
6 years ago
Forum
Portfolio Management
Replies: 4
Views: 857
Reply
RE: Factor Investing: An Overview From Fidelity

A little off topic. I spoke with a Fidelity representative about this, recently Fidelity has done away with 30 days hold period for the Fidelity and i...

7 years ago
Forum
Portfolio Management
Reply
RE: Kipling Spreadsheet

Lowell, Thanks for you help. I was just wasn't thinking about it correctly. I had left over values that I should overwrite. -Albert

7 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: Kipling Spreadsheet

Lowell, I think there is something wrong with the inserted table. It is missing cell border. It should read: Position ValuePosition %22305.522%20937.5...

7 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: Kipling Spreadsheet

Question on Kipling 3.4 workbook regarding the Manual Risk Adjustments sheet. Why is the position% column under "new holdings" so different from the ...

7 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: Portfolio Management Approach

Lowell, Fidelity is competing with Vanguard on the index mutual fund front with low expense ratio and no minimum investment. So this is also attracti...

7 years ago
Forum
Portfolio Management
Reply
RE: Portfolio Management Approach

I did some research, here are the equivalent no transaction fee funds available at Fidelity: Einstein PortfolioExpense RatioEquivalent No Transaction ...

7 years ago
Forum
Portfolio Management
Reply
RE: Portfolio Management Approach

I have a more basic question on the logistics of getting in and out of funds and wonder if anyone has a similar problem My understanding is to be disc...

7 years ago
Forum
Portfolio Management

Search Blog

Recent Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Franklin Sector BPI Update: 28 January 2026
  • Millikan Portfolio Review: 27 January 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026
  • Beta: A Brief Description
(Visited 33,913 times, 48 visits today)

Share this:

  • Share on Facebook (Opens in new window) Facebook
  • Share on LinkedIn (Opens in new window) LinkedIn
  • More
  • Share on Bluesky (Opens in new window) Bluesky

Like this:

Like Loading...

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Schrodinger Portfolio Review: 29 January 2026 January 29, 2026
  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026 January 26, 2026
  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026

Recent Comments

  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Bullish Percent Indicators: 21 November 2025

Popular Posts

  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • Schrodinger Portfolio Review: 29 January 2026
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Bullish Percent Indicators: 21 November 2025
  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Darwin 2026: 2 January 2026

General Investment News

Portfolios coming up for review.  Huygens, Pauling, Gauss and Kepler 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

  • Bullish Percent Indicators: 24 February 2023
  • Secure Act 2.0 IRA Charitable Annuity
  • Schrodinger Computer Manage Portfolio Update: 7 June 2023
  • Gauss Sector BPI Plus Portfolio Review: 17 August 2023
  • Nine Critical Investment Decisions
  • Beginning to Advanced Investors: 4 December 2021
  • Gauss Portfolio Review: 28 May 2025
  • Bullish Percent Indicators: 15 December 2023
  • Pauling Asset Allocation Portfolio Review: 29 May 2024
  • Franklin Sector BPI Portfolio Review: 12 June 2025
  • Millikan Portfolio Update: 11 April 2023

Log in | Website Design by BOING

%d