ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Portfolio Management
    • Golden Rule of Investing
  • Forums
  • Guest Registration
    • Lifetime ITA Membership
  • Contact
  • Reset Password
  • About Me
You are here: Home / Archives for Beginning Investors

Just Received My First Paycheck

October 1, 2022 By Lowell Herr Leave a Comment

I’m 25 years old and I just received my first paycheck.  What advice would you give this young person who is interested in preparing for retirement, even though it is 40 years in the future? Here are some basic words of advice. Open up a Roth IRA with a firm such as Schwab.  There is […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

What Is Working?

September 27, 2022 By Lowell Herr 7 Comments

After a stellar year in 2021 followed by a bear market in 2022, it makes good sense to run an analysis on what is working when it comes to the ITA portfolios.   Which of the eighteen (18) ITA portfolios rank high on a return basis and which rank high on a risk adjusted basis […]

Filed Under: Beginning Investors Tagged With: Beginning Investors, Miscellaneous

The Argument for Self-Management

September 9, 2022 By Lowell Herr Leave a Comment

ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios.  Numerous models are explained and updated each month.  These models vary from the very simple to a few that are more complex.  Complex is defined as requiring more judgment and decisions vs. Buy and […]

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Beginning Investors, Critical Material

Response to Comments made by ITA member (John Shelton)

January 23, 2022 By HedgeHunter 1 Comment

In reaction to my recent Rutherford Review post (https://itawealth.com/rutherford-portfolio-review-tranche-5-21-january-2022/ ) John Shelton commented and asked the following questions: “Thx for the very gloomy report. From a psychological perspective, what influence do these trend parameters have on the BHS buy and sell plans? Those of us who study such things know that the Recency Bias would […]

Filed Under: Critical Material, Beginning Investors, Buy-Sell-Hold Model Tagged With: Beginning Investors, BHS Model, Critical Material

Beginning to Advanced Investors: 4 December 2021

December 4, 2021 By Lowell Herr Leave a Comment

There are times when one needs to step out of the weeds of investing and take a fresh look at portfolio construction.  Most readers of ITA Wealth Management have been with us for a number of years, some going as far back to 2008 when this blog was first launched.  The basics of investing do […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

Thoughts on “Dividend Income Investing” and other Philosophical Topics.

October 10, 2021 By HedgeHunter 3 Comments

In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled  “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 Reasons” I first want to re-iterate the point that we make all the time on this site – no single system will perform better than […]

Filed Under: Beginning Investors, Critical Material Tagged With: Beginning Investors, Critical Material

New to ITA Wealth Management?

June 17, 2021 By Lowell Herr

Are you new to ITA Wealth Management?  If so, here are a few hints to effectively use this blog site.  Find the Category “Beginning Investors” and read that material.  Use Category to find “Critical Material.”  Make use of the Search engine.  Look for the little magnifier in the upper right-hand corner of the page or […]

Filed Under: ITA Portfolios Tagged With: Beginning Investors

Investing Rules Regardless of Investing Model

May 23, 2021 By Lowell Herr

There are a few basic investing principles that apply regardless of what investing model is used to manage the portfolio. Save early. Take advantage of the power of compounding and get dollars working as early as possible. Don’t feel you need a large sum of money to get started. Keep costs to a minimum. Morningstar […]

Filed Under: Beginning Investors, Critical Material, Retirement Planning Tagged With: Beginning Investors, Critical Material

  • 1
  • 2
  • 3
  • …
  • 5
  • Next Page »

Meta Data

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

Search

Recent Posts

  • Rutherford Portfolio Review (Tranche 4): 3 February 2023 February 4, 2023
  • Carson Portfolio Review: 1 February 2023 February 1, 2023
  • Rutherford Portfolio Review (Tranche 3): 27 January 2023 January 29, 2023
  • Bullish Percent Indicators: 27 January 2023 January 28, 2023
  • Copernicus Portfolio Review: 27 January 2023 January 27, 2023
  • Rutherford Portfolio Review (Tranche 2): 20 January 2023 January 23, 2023
  • Bullish Percent Indicators: 20 January 2023 January 21, 2023

Recent Comments

  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • BOB on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • BOB on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • BOB on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio Review: 1 February 2023
  • BOB on Carson Portfolio Review: 1 February 2023
  • Lowell Herr on Carson Portfolio: Creating A New Investing Model

Users Online

8 Users Online
Users: 1 Guest, 7 Bots

Popular Posts

  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Bullish Percent Indicators: 9 December 2022
  • Carson Portfolio: Creating A New Investing Model
  • Portfolio Summary: 16 January 2023
  • Bullish Percent Indicators: 13 January 2023
  • Bullish Percent Indicators: 20 January 2023
  • Carson Portfolio Review: 1 February 2023
  • Rutherford Portfolio Review (Tranche 1): 9 December 2022
  • ITA Portfolios: Summarizing Investing Approaches

General Investment News

Portfolios coming up for review are:  Carson, Pauling, Franklin, Kepler, Huygens, and Schrodinger.  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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

Random Posts

  • Bullish Percent Indicators: 23 December 2022
  • Rutherford Portfolio Review (Tranche 1): 30 September 2022
  • Rutherford Portfolio Review (Tranche 2): 2 September 2022
  • Kahneman-Tversky Portfolio Review: 2 September, 2022
  • Rutherford Portfolio Review (Tranche 5): 2 December 2022
  • Nine Critical Investment Decisions
  • Rutherford Portfolio Review (Tranche 5) – 12 November 2021
  • Preparing Investments for 2022
  • Rutherford Portfolio Review (Tranche 4): 25 March 2022
  • Kahneman-Tversky Portfolio Review: 29 July, 2022
  • Millikan Portfolio Review: 20 January 2023

Log in | Website Design by BOING