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Recent Blog Entry

Schrodinger Portfolio Review: 1 December 2023

Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo Advisor portfolio answers … [Read More...]

Lifetime Membership

Lifetime ITA Membership

To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  A Lifetime membership grants readers access to the … [Read More]

Portfolio Management

Index vs. Passive Investing

Harold R. Evensky, in his Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets book, makes a distinction between index and passive investing.  Few readers are unaware of the differences between active and passive management, but the subtle definitions between index and passive management deserves some attention. … [Read More...]

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Schrodinger Portfolio Review: 1 December 2023

December 1, 2023 By Lowell Herr Leave a Comment

Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo … [Read more]

Sector BPI Portfolio Report: 27 November 2023

November 27, 2023 By Lowell Herr Leave a Comment

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first … [Read more]

Rutherford Portfolio Review (Tranche 2): 24 November 2023

November 26, 2023 By HedgeHunter Leave a Comment

It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered … [Read more]

Bullish Percent Indicators: 24 November 2023

November 25, 2023 By Lowell Herr 2 Comments

This was a good, but not stellar week for U. S. Equities.  Nearly every index and sector Bullish Percent Indicator (BPI) either gained or held steady this week.  The one major change happened in the Financial sector as it moved into the overbought … [Read more]

Huygens Sector BPI Portfolio Review: 24 November 2023

November 24, 2023 By Lowell Herr Leave a Comment

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the "neutral" zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio … [Read more]

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr Leave a Comment

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  … [Read more]

Reworking Pauling Portfolio: 20 November 2023

November 20, 2023 By Lowell Herr 3 Comments

Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios.  What I've done is to add eleven sector ETFs where these new eleven are … [Read more]

Rutherford Portfolio Review (Tranche 1): 17 November 2023

November 19, 2023 By HedgeHunter Leave a Comment

After Tuesday's strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week's close: I think we can say that we have broken out of the downtrend channel that we have experienced over the … [Read more]

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General Investment News

Portfolios coming up for review are:   Huygens, Bethe, Pauling and Franklin.  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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

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