Jun 11
Premium Content Material
What is available on the Premium Content side of ITA Wealth Management that one cannot find on the free side of the blog? Listed below are investment guidelines for building and maintaining a successful portfolio.
1. Access to portfolios tracked using the TLH spreadsheet
2. Help learning how to use the TLH spreadsheet
3. Portfolio analysis on request
4. “Creme List” of individual stocks
5. Basic research as to the importance of asset allocation
6. Tactical Asset Allocation clues that come from the “Delta Index” and other technical indicators
7. Customized benchmark for users of the TLH spreadsheet
8. Guidance as to how to reduce portfolio risk while increasing diversification
9. Portfolio rebalancing guidelines
10. Technical analysis news that pertains to ETFs and stocks of interest
11. Personal responses to specific portfolio concerns
The monthly subscription fee is $6.99. Through December 31, 2009 the rate is $5.00 per month. Register now and lock in the lower subscription rate. Take advantage of the 30-day free trial through December 31, 2009.
The variety of portfolios with different launch dates, size, target percentages, and cash flow provide an excellent test for asset allocation principles. Portfolio performance results are generally published on the free side of the blog. How to construct and maintain these portfolios is available only on the Premium Content side of ITA Wealth Management.
Lowell Herr

January 2nd, 2010 at 9:50 am
Hi – Just came across your site. It looks very interesting. Do any of your portfolios concentrate on ETFs? After I peruse the site, is there any chance of being able to take advantage of the $5.00 membership charge? Is Paypal the only method of paying for this?
January 3rd, 2010 at 7:17 am
All the portfolios concentrate on ETFs. The portfolios are constructed around a wide array of ETFs.
The only method I have set up for payment is through Paypal as it is less expensive compared to setting up a VISA payment system.
Yes, you can sign up for the $5.00 even though the deadline passed. But wait a few days until I get back home so I can reset the payment schedule.
Send me another comment in two days if you are still interested and I will reset the system. If you sign up now you are locked into the $6.99 monthly payment.
Lowell
January 3rd, 2010 at 7:33 pm
nkbay99
Sign up during the next week to receive the $5.00 rate. After that, I will be going back to the $6.99 rate.
Lowell