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
Ernest Stokely
@ernies
Forum Home   |   Recent Posts
Eminent Member
Joined: December 24, 2019 8:16 AM
Last seen: November 19, 2025 2:20 PM
Follow
Profile Activity
Topics: 5 / Replies: 5
AllTopicsReplies
Topic
Recommended portfolios for bucket investing?
2 years ago
Forum
General Discussions
Replies: 1
Views: 1001
Reply
RE: The complexities of tax-deferred portfolio management in retirement

@lowell Lowell, thanks. I wonder if other ITA members are in the same boat, i.e., having significant tax-sheltered investments requiring RMDs into a...

3 years ago
Forum
Retirement Topics
Reply
RE: The complexities of tax-deferred portfolio management in retirement

@lowell Lowell, one immediate problem is one may be forced to liquidate equities at a loss in a down market to raise the RMD cash. That is not a di...

3 years ago
Forum
Retirement Topics
Reply
RE: The complexities of tax-deferred portfolio management in retirement

ps What would be particularly helpful is to have a solution utilizing ITA portfolios and their built-in risk assessment.

3 years ago
Forum
Retirement Topics
Topic
The complexities of tax-deferred portfolio management in retirement
3 years ago
Forum
Retirement Topics
Replies: 6
Views: 1420
Reply
RE: Morningstar discussion on momentum ETFs

@lowell While the article does discuss the nuances of several momentum ETFs, it also has some interesting comments about the use of the momentum metho...

6 years ago
Forum
General Discussions
Topic
Morningstar discussion on momentum ETFs
6 years ago
Forum
General Discussions
Replies: 2
Views: 1030
Topic
Negative interest rates?
6 years ago
Forum
General Discussions
Replies: 1
Views: 1310
Reply
RE: Should I be actively trading bonds and dividend ETFs?

Lowell, just now saw your reply almost a month later. Somehow either I don't get replies to posts I am subscribed to, or they are trapped in my email'...

7 years ago
Forum
General Discussions
Topic
Should I be actively trading bonds and dividend ETFs?
7 years ago
Forum
General Discussions
Replies: 3
Views: 1569

Search Blog

Recent Posts

  • McClintock Sector BPI Update: 26 August 2026
  • Darwin 2026 Portfolio Review: 21 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Copernicus Portfolio Update: 18 August 2026
  • Gauss Portfolio Update: 17 August 2026
(Visited 66,086 times, 10,334 visits today)

Meta Data

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

Search

Recent Posts

  • McClintock Sector BPI Update: 26 August 2026 August 26, 2026
  • Darwin 2026 Portfolio Review: 21 August 2026 August 23, 2026
  • Millikan Portfolio Review: 20 August 2026 August 20, 2026
  • Copernicus Portfolio Update: 18 August 2026 August 18, 2026
  • Gauss Portfolio Update: 17 August 2026 August 17, 2026
  • Darwin 2026 Portfolio Review: 14 August 2026 August 16, 2026
  • Kepler Portfolio Update: 14 August 2026 August 14, 2026

Recent Comments

  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Review: 7 July 2026
  • Financial Repression Portfolio from ChatGPT
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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

  • Franklin Sector BPI Portfolio Update: 11 November 2024
  • Darwin Portfolio Review: 1 December 2023
  • Copernicus Portfolio Update: 18 August 2026
  • Bullish Percent Indicators: 18 March 2023
  • Five Habits of People In Debt
  • Rutherford Portfolio Review (Tranche 3): 29 November 2024
  • Millikan Sector BPI Portfolio Review: 30 March 2023
  • Huygens Asset Allocation Portfolio Review: 11 October 2024
  • The Golden Rule of Investing
  • Darwin Portfolio Review: 1 September 2023
  • Dirac 2026 Portfolio Review: 29 May 2026

Log in | Website Design by BOING