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

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

ITA Portfolios: Breaking The Models Into Groups

December 5, 2022 By Lowell Herr

Sixteen portfolios are currently under management at ITA Wealth Management.  This does not include portfolios managed by Hedgehunter.  This blog post explains to readers how the different portfolios are handled or managed.  Each of the sixteen portfolios are reviewed at least every 33 calendar days.  Several, such as the

Filed Under: ITA Portfolios, Beginning Investors, Portfolio Management, Portfolio Performance Tagged With: ITA Portfolios

Meta Data

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

Search

Recent Posts

  • Pauling Asset Allocation Portfolio Review: 16 October 2025 September 16, 2025
  • Kepler CEF Portfolio Review: 12 September 2025 September 12, 2025
  • McClintock Sector BPI Portfolio Review: 10 September 2025 September 10, 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5 September 2025 September 5, 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025 September 2, 2025
  • Schrodinger Portfolio Review: 21 August 2025 August 22, 2025
  • Huygens Portfolio Review: 19 August 2025 August 20, 2025

Recent Comments

  • 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
  • Lowell Herr on Huygens Portfolio Review: 19 August 2025
  • BOB_P on Huygens Portfolio Review: 19 August 2025

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Review: 20 June 2025
  • Selecting Closed-End-Funds
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Bullish Percent Indicators: 17 April 2025

General Investment News

Portfolios coming up for review.  Bohr, Pauling, Copernicus, Gauss, and Franklin 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

  • Beating the Dow With Bonds
  • Rutherford Portfolio Review (Tranche 4): 10 March 2023
  • Rutherford Portfolio Review (Tranche 2): 9 June 2023
  • Rutherford Portfolio Review (Tranche 3): 17 May 2024
  • Carson Sector BPI Portfolio Review: 2 September 2025
  • Darwin Portfolio Review: 2 June 2023
  • Franklin Sector BPI Plus Update: 26 May 2023
  • Serious Investors Benchmark Their Portfolio
  • Darwin Portfolio Review: 6 January 2023
  • Hawking Portfolio Review: 5 June, 2024
  • Rutherford Portfolio Review (Tranche 3): 27 January 2023

Log in | Website Design by BOING