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

  • Copernicus Portfolio Update: 24 December 2025 December 24, 2025
  • Gauss Portfolio Update: 22 December 2025 December 22, 2025
  • Kepler Portfolio Update: 19 December 2025 December 19, 2025
  • Huygens Portfolio Update: 18 December 2025 December 18, 2025
  • McClintock Sector BPI Portfolio Review: 15 December 2025 December 15, 2025
  • Copernicus Portfolio Update: 14 December 2025 December 13, 2025
  • Millikan Portfolio Review: 4 December 2025 December 4, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Hawking Portfolio Review: 3 October, 2025
  • Buffett Indicator & Shiller PE Ratio
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Bullish Percent Indicator: 30 May 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • McClintock Sector BPI Portfolio Review: 26 September 2025

General Investment News

Portfolios coming up for review.  Gauss, Bohr, Copernicus, 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

  • Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • Kahneman-Tversky Portfolio Review: 1 December, 2023
  • Rutherford Portfolio Review (Tranche 2): 15 March 2024
  • Copernicus Portfolio Review: 28 March 2025
  • Bullish Percent Indicators: 23 February 2024
  • Schrodinger Intelligent Portfolio Review: 25 July 2024
  • Kepler Portfolio Transition: 21 October 2023
  • Buffett Indicator & Shiller PE Ratio
  • Copernicus Portfolio Review: 3 July 2025
  • Serious Investors Benchmark Their Portfolio
  • Darwin Portfolio Review: 17 May, 2024

Log in | Website Design by BOING