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
paul peterson
@itar80pete
Forum Home   |   Recent Posts
Active Member
Joined: July 2, 2022 10:40 AM
Last seen: January 11, 2023 12:17 PM
Follow
Profile Activity
Topics: 2 / Replies: 11
AllTopicsReplies
Reply
RE: Where is introduction and description of the Kipling?

The spreadsheets are no longer downloading the data. I get "error" in cell J15 on sheet Adj Close.

4 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: Jensen Performance Index

The Jensen Alpha for the Schrodinger is 2.61 (Yahoo adj prices updated today). The Investopedia posting referenced above shows the Fidelity Larg...

4 years ago
Forum
Benchmarks
Reply
RE: 2022 Draw-Down: First Six Months

These are interesting, in that portfoliovisualizer shows the dual momentum only down about 6% for the first half of 2022.

4 years ago
Forum
Portfolio Management
Reply
RE: Where is introduction and description of the Kipling?

Can you describe the "LRPC_Chart" and "HA_Charts" sheets? LRPC_Chart will give plots when I choose an active symbol from the dropdown, but HA_Char...

4 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: LRPC-BHS Portfolio Construction

Yes, all three of them. I am using Bing.

4 years ago
Forum
Kipling Spreadsheet Discussions
Reply
RE: Investing Questions

How can the Kipling spreadsheet be used to choose and follow a retirement portfolio? Maybe for diversification reasons, retirement funds should be in...

4 years ago
Forum
General Discussions
Reply
RE: LRPC-BHS Portfolio Construction

When I try to read these posts, I get "Not found, error 404".

4 years ago
Forum
Kipling Spreadsheet Discussions
Topic
Where is introduction and description of the Kipling?
4 years ago
Forum
Kipling Spreadsheet Discussions
Replies: 12
Views: 1481
Topic
Challenging first half 2022
4 years ago
Forum
General Discussions
Replies: 1
Views: 1185
Reply
RE: New Post Notifications

Yes, it is working now.

4 years ago
Forum
General Discussions
Reply
RE: Portfolio Schedule

Where is a description of each portfolio?

4 years ago
Forum
Portfolio Management
Reply
RE: SCHP Interest Rate

I see from VectorVest that div yield is 6.6%, however I would be hesitant to hold a position because of the rapid loss in principal.

4 years ago
Forum
General Discussions
Reply
RE: New Post Notifications

No, I have not received any email notifications, however I am a new member.

4 years ago
Forum
General Discussions

Search Blog

Recent Posts

  • Kepler Portfolio Update: 14 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Einstein Portfolio Update: 10 August 2026
  • Darwin 2026 Portfolio Review: 7 August 2026
  • Pauling Portfolio Review: 7 August 2026
(Visited 61,571 times, 13,332 visits today)

Meta Data

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

Search

Recent Posts

  • Kepler Portfolio Update: 14 August 2026 August 14, 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026 August 12, 2026
  • Einstein Portfolio Update: 10 August 2026 August 10, 2026
  • Darwin 2026 Portfolio Review: 7 August 2026 August 10, 2026
  • Pauling Portfolio Review: 7 August 2026 August 7, 2026
  • Franklin Portfolio Update: 6 August 2026 August 6, 2026
  • Bethe Portfolio Update: 5 August 2026 August 5, 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Update: 12 August 2026
  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression Portfolio from ChatGPT

General Investment News

Portfolios coming up for review.  Gauss and Copernicus 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

  • Bohr Portfolio Review: 24 July 2025
  • Schrodinger Portfolio Review: 15 April 2024
  • Schrodinger Portfolio Review: 4 November 2022
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Dirac Portfolio Review: 3 July 2025
  • Einstein Asset Allocation Portfolio Update: 5 December 2025
  • Kahneman-Tversky Portfolio Review: 30 December, 2022
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024
  • Bullish Percent Indicators: 9 August 2024
  • Kepler Asset Allocation Portfolio: 23 December 2024

Log in | Website Design by BOING