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 / Archives for ITA Portfolios / Pauling Portfolio

Pauling Portfolio Update: 13 July 2026

July 13, 2026 By Lowell Herr Leave a Comment

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues […]

Filed Under: Pauling Portfolio, Asset Allocation Tagged With: Pauling Portfolio

Pauling Portfolio Review: 7 August 2026

August 7, 2026 By Lowell Herr Leave a Comment

Sorry, but you do not have permission to view this content.

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Pauling Asset Allocation Portfolio Review: 9 September 2026

September 9, 2026 By Lowell Herr Leave a Comment

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out […]

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

  • « Previous Page
  • 1
  • …
  • 6
  • 7
  • 8

Meta Data

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

Search

Recent Posts

  • Questions To Ask Before You Hire A Professional Money Manager August 25, 2013
  • Occam’s Razor and Investing August 26, 2013
  • The Feynman Study September 3, 2013
  • The Feynman Study: Part 1 September 5, 2013
  • The Feynman Study: Part 2 September 6, 2013
  • The Feynman Study: Part 3 September 7, 2013
  • The Feynman Study: Part 4 September 8, 2013

Recent Comments

  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Portfolio Diversification: 6 June 2026

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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

  • Questions To Ask Before You Hire A Professional Money Manager
  • Occam’s Razor and Investing
  • The Feynman Study
  • The Feynman Study: Part 1
  • The Feynman Study: Part 2
  • The Feynman Study: Part 3
  • The Feynman Study: Part 4
  • The Feynman Study: Part 4 (Continued)
  • The Feynman Study: Part 5
  • The Feynman Study: Part 6-1
  • The Feynman Study: Part 6-2

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.