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You are here: Home / Archives for Critical Material

Buffett Indicator & Shiller PE Ratio

May 2, 2025 By Lowell Herr Leave a Comment

Canyonland National Park Over the last few weeks I’ve been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review.  The tariff wars are causing market uncertainty, but tariffs are not the only reason for setting TSLOs.  Erratic administration behavior

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

Returning To Investing Roots: 5 August 2024

August 4, 2024 By Lowell Herr 6 Comments

This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used this model

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

Secure Act 2.0 IRA Charitable Annuity

February 22, 2024 By Lowell Herr Leave a Comment

Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program.  I’m providing several links for interested readers in this one-time charitable contribution of $53,000.  The idea is the following.  An individual is permitted to make a one-time contribution of $53,000 (will likely

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

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?

October 1, 2023 By hedgehunter

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk and even prejudices. Let’s start by

Filed Under: Critical Material Tagged With: Critical Material

Portfolio Management When Facing Debt Limit Differences

April 22, 2023 By Lowell Herr

The potential for a debt limit crisis is only a few months away.  While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management.  How might one work with different portfolios,

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

A Review/Comparison of Momentum Systems

April 8, 2023 By hedgehunter

Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works “best” in all market conditions, and we

Filed Under: Critical Material Tagged With: Critical Material

Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin

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

The Argument for Self-Management

September 9, 2022 By Lowell Herr

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

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

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