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You are here: Home / Archives for Portfolio Management

Copernicus Portfolio Review: 14 November 2025

November 14, 2025 By Lowell Herr Leave a Comment

As you move through this update of the Copernicus, don’t neglect to listen to the video linked at the bottom of the page.  There are other YouTube videos also explaining the seven stages that align before a major market draw-down.  Since the Copernicus is an equity only portfolio,

Filed Under: Copernicus Portfolio, Asset Allocation, Passive vs. Active Tagged With: Copernicus Portfolio, Critical Material, Passive Investing.

Recession: Will Equities Drop In The Next 18 Months?

November 18, 2025 By Lowell Herr 3 Comments

There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession – or worse.  In fact, I

Filed Under: Critical Material, Risk Management Tagged With: Risk Management

Carson Sector BPI Portfolio Update: 21 November 2025

November 21, 2025 By Lowell Herr Leave a Comment

Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal.  In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone.  In other words, several

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio, Sector BPI

Schrodinger Robo Advisor Portfolio Review: 26 November 2025

November 26, 2025 By Lowell Herr Leave a Comment

Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an “intelligent portfolio.”  This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio.  Schrodinger is truly a passive portfolio. Schrodinger Asset Allocation Model The

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Passive, Schrodinger Portfolio

Millikan Portfolio Review: 4 December 2025

December 4, 2025 By Lowell Herr Leave a Comment

  Millikan is a “classic” asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and treasuries. Millikan Asset Allocation Model Below is the current

Filed Under: Asset Allocation, Millikan Portfolio, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Millikan Portfolio

Copernicus Portfolio Update: 14 December 2025

December 13, 2025 By Lowell Herr Leave a Comment

Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead.  Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation for at least

Filed Under: Asset Allocation, Copernicus Portfolio, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Copernicus, Portfolio Construction

McClintock Sector BPI Portfolio Review: 15 December 2025

December 15, 2025 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  The three Sector BPI portfolios are investment models unique to the ITA blog.  For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently

Filed Under: McClintock Portfolio, Sector BPI Tagged With: McClintock Portfolio, Sector BPI

Huygens Portfolio Update: 18 December 2025

December 18, 2025 By Lowell Herr Leave a Comment

Huygens is the asset allocation portfolio up for review this morning.  This portfolio is set up to “resist” taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months.  A correction or recession is certainly not a sure

Filed Under: Huygens Portfolio, Asset Allocation, Passive vs. Active, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

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