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 Asset Allocation

Schrodinger Portfolio Review: 20 June 2025

June 21, 2025 By Lowell Herr 1 Comment

Welcome to the Summer of 2025.  Since computers make all decisions related to the Schrodinger, the weekend is an appropriate time to update this portfolio.  Since the last review no changes were made other than to pick up a few dividends.  In

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

Millikan Portfolio Review: 1 May 2025

May 1, 2025 By Lowell Herr Leave a Comment

Headline news this morning – “Trump’s tariffs have left businesses in a ‘state of near paralysis’.” Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person.  A person who was not even able to make casinos a success. Based

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

Huygens Asset Allocation Portfolio Review: 11 April 2025

April 11, 2025 By Lowell Herr Leave a Comment

Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach.  While different asset classes or even different securities might be used, the basic approach is to diversify across the globe.  Readers see this is the plan for the

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

Rebalancing Asset Allocation Portfolios: 12 March 2025

March 12, 2025 By Lowell Herr Leave a Comment

If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio.  If you are not completely sure what an AA portfolio looks like follow portfolios such as the Gauss, Millikan, Einstein,

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

Kepler Portfolio Review: 13 February 2025

February 13, 2025 By Lowell Herr Leave a Comment

Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming

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

Schrodinger Portfolio Review: 6 February 2025

February 6, 2025 By Lowell Herr 8 Comments

Once more it is time to update the highly touted Schrodinger portfolio.  This account is a Schwab “Intelligent Portfolio” managed by computer.  I think of this style of portfolio as a Robo Advisor portfolio.  As an investor interested in setting up such an account, all one needs

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

Gauss Asset Allocation Portfolio Review: 5 February 2025

February 5, 2025 By Lowell Herr 3 Comments

Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process.  The following analysis will walk readers

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

Bethe Portfolio Review: 4 February 2025

February 4, 2025 By Lowell Herr Leave a Comment

With chaos emerging from the “Dunning-Kruger Administration” every day, what should investors be doing with their retirement accounts?  A reasonable question.  If you are young and are taking the long view, root for the market to decline so you can purchase shares at lower prices. 

Filed Under: Bethe Portfolio, Asset Allocation, Portfolio Management Tagged With: Asset Allocation, Bethe Portfolio

  • 1
  • 2
  • 3
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Millikan Portfolio Review: 1 July 2025 July 1, 2025
  • Schrodinger Portfolio Review: 20 June 2025 June 21, 2025
  • Carson Sector BPI Portfolio Review: 18 June 2025 June 19, 2025
  • Franklin Sector BPI Portfolio Review: 12 June 2025 June 12, 2025
  • Schrodinger Portfolio Review: 5 June 2025 June 6, 2025
  • Franklin Sector BPI Portfolio Review: 4 June 2025 June 5, 2025
  • Bohr Portfolio Review: 4 June 2025 June 4, 2025

Recent Comments

  • Lowell Herr on Millikan Portfolio Review: 1 July 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025
  • Lowell Herr on Carson Sector BPI Portfolio Review: 18 June 2025
  • Lowell Herr on Schrodinger Portfolio Review: 20 June 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lee Cash on Closed End Funds (CEFs): 19 May 2025
  • Lee Cash on Selecting Closed End Funds (CEFs)
  • hedgehunter on Selecting Closed End Funds (CEFs)
  • Lowell Herr on Selecting Closed End Funds (CEFs)
  • William Tynes on Selecting Closed End Funds (CEFs)

Popular Posts

  • Bullish Percent Indicators: 4 April 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Closed End Funds (CEFs): 19 May 2025
  • Buffett Indicator & Shiller PE Ratio
  • What Should I Do If I Sell My House or Come Into An…
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 11 April 2025
  • Bullish Percent Indicators: 17 April 2025
  • Franklin Portfolio Update: 8 April 2025
  • Bullish Percent Indicators: 2 May 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, 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

  • Pauling Asset Allocation Portfolio Review: 22 January 2025
  • Rutherford Portfolio Review (Tranche 4): 8 December 2023
  • Bullish Percent Indicators: 24 February 2023
  • Reworking Pauling Portfolio: 20 November 2023
  • Hawking Portfolio Review: 8 January, 2025
  • William Bernstein’s Latest E-Book: Getting Rich Slowly
  • Rutherford Portfolio Review (Tranche 3): 12 July 2024
  • Sector BPI Investing: Bohr Portfolio Review – 22 November 2023
  • Darwin Portfolio Review: 3 March 2023
  • The Feynman Study
  • Huygens Portfolio Review: 13 May 2025

Log in | Website Design by BOING