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 Beginning Investors

Advisors Do Not Add Alpha

October 9, 2013 By Lowell Herr

ITA Wealth Management is all about learning to manage your own portfolio instead of hiring a professional money manager.  Here is added evidence that consultants and advisors are not adding alpha to some of the most recognized portfolios in the land. Check out

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

Keep It Simple

September 27, 2013 By Lowell Herr

Don’t be surprised if you don’t know the difference between a benchmark ETF and a strategic ETF.  Strategic is sometimes called “Fundamental” or “Active” and they differ from the ETFs we recommend for our ITA portfolios.  To read more about the differences, check out the URL referenced below. Richard Ferri

Filed Under: Beginning Investors Tagged With: Beginning Investors

Buffett vs. Steadman

September 24, 2013 By Lowell Herr

For every Warren Buffet there are a hundred Charlie Steadman’s in the investing world.  While nearly every investor has heard of Buffett, few remember Charlie Steadman. Is there a

Filed Under: Passive vs. Active Tagged With: Beginning Investors

Reviewing The Fundamentals of Investing

September 20, 2013 By Lowell Herr

  Search this blog site for “The Golden Rule of Investing” and you will pick up the basic ideas of Rule #1 of Investing. The Golden Rule of Investing is – “Save as much as you can as early as you can.”  Burton Malkiel puts it this way. “The amount

Filed Under: Beginning Investors Tagged With: Beginning Investors

Nine Critical Investment Decisions

September 19, 2013 By Lowell Herr

Nine Critical Investment Decisions 1.  The Decision to Save or Not to Save 2.  The Go-It-Alone or Professional Manager Decision 3.  The Decision to be a Passive, Active or Mosaic Investor 4.  The Decision to Use Index Funds or Stocks to Populate the Portfolio 5.  The Asset Class or Sector

Filed Under: Beginning Investors Tagged With: Beginning Investors

Goofus vs. Gallant

September 13, 2013 By Lowell Herr

As a small boy, my family subscribed to a magazine called “Children’s Activities.” Each issue contained a story of two characters, Goofus and Gallant. We all wanted to be like Gallant, although we frequently found ourselves behaving like Goofus. Here is another Goofus/Gallant tale, this time with

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

Occam’s Razor and Investing

August 26, 2013 By Lowell Herr

This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the nebula from the inside, as the

Filed Under: Beginning Investors Tagged With: Beginning Investors

  • « Previous Page
  • 1
  • …
  • 3
  • 4
  • 5

Meta Data

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

Search

Recent Posts

  • Copernicus Portfolio Review: 14 October 2025 October 14, 2025
  • McClintock Sector BPI Portfolio Review: 9 October 2025 October 9, 2025
  • Hawking Portfolio Review: 3 October, 2025 October 5, 2025
  • Millikan Preparation for 2026 September 27, 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025 September 26, 2025
  • Schrodinger Portfolio Update: 25 September 2025 September 25, 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005 September 22, 2025

Recent Comments

  • Lee Cash on Hawking Portfolio Review: 3 October, 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Kepler CEF Portfolio Review: 12 September 2025
  • William Tynes on Kepler CEF Portfolio Review: 12 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Craig Burkhart on Gauss Revised Asset Allocation Portfolio Review: 5 September 2025
  • Lowell Herr on Bullish Percent Indicators: 2 May 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Selecting Closed-End-Funds
  • Buffett Indicator & Shiller PE Ratio
  • Hawking Portfolio Review: 14 July 2025
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Dirac Portfolio Review: 4 August 2025
  • Huygens Portfolio Review: 19 August 2025

General Investment News

Portfolios coming up for review.  Copernicus, Kepler, Bohr 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

  • Preparing the Millikan For Transition: 26 December 2022
  • Bullish Percent Indicators: 16 February 2024
  • Hawking Portfolio Review: 7 July 2023
  • Rutherford-Darwin Portfolio Review: 7 February 2025
  • Rutherford Portfolio Review (Tranche 1): 20 September 2024
  • Response to Comments made by ITA member (John Shelton)
  • Bullish Percent Indicators: 7 February 2025
  • Rutherford Portfolio Review (Tranche 2): 7 July 2023
  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • Bullish Percent Indicators: 19 January 2024
  • Rutherford Portfolio Review (Tranche 2): 20 January 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.