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Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr 10 Comments

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 Leave a Comment

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

ITA Portfolios: Summarizing Investing Approaches

November 5, 2022 By Lowell Herr 2 Comments

Whether you are a ten year reader or new to ITA Wealth Management, knowing something about the portfolios tracked here on this blog site is useful as you construct and manage your own portfolios.  Investors need to know that the focus of ITA is on diversification and for

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

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