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Recent Blog Entry

Franklin Sector BPI Plus Update: 26 May 2023

Franklin is the Sector BPI portfolio I'm examining today.  Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current.  In fact it is a week old.  This problem poses a question of what to do … [Read More...]

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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]

Beginning Investors

Occam’s Razor and Investing

This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the nebula from the inside, as the … [Read More...]

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Blog Archives

Franklin Sector BPI Plus Update: 26 May 2023

May 27, 2023 By Lowell Herr 1 Comment

Franklin is the Sector BPI portfolio I'm examining today.  Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current.  In fact it is a week old.  This problem poses … [Read more]

Rutherford Portfolio Review (Tranche 4): 19 May 2023

May 20, 2023 By HedgeHunter Leave a Comment

US equities showed strong performance over the past week - particularly in the last 2 days: and price seems to be moving nicely in the uptrend channel that began last October. However, although we seem to be through the 50% retracement line at ~4150 … [Read more]

Copernicus Buy & Hold Portfolio Review: 18 May 2023

May 18, 2023 By Lowell Herr Leave a Comment

Copernicus is the only Buy & Hold portfolio managed here on the ITA blog site.  Diversification comes from holding hundreds of companies in the United States.  If one prefers to further diversify this portfolio one would add International … [Read more]

Hawking Portfolio Review: 12 May 2023

May 13, 2023 By HedgeHunter Leave a Comment

The Hawking Portfolio is essentially a Buy-And-Hold "Income" Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the … [Read more]

Kahneman-Tversky Portfolio Review: 8 May, 2023

May 13, 2023 By HedgeHunter Leave a Comment

I am a little slow posting this review as I analyzed/adjusted it last week. However, it's a simple and slow moving portfolio so the tardiness is likely not too significant. Prior to the adjustments I was holding VEA (International Equities) in the … [Read more]

Rutherford Portfolio Review (Tranche 3): 12 May 2023

May 13, 2023 By HedgeHunter Leave a Comment

US Equities continue to consolidate at ~4150 (the mid-level of last year's range): with the SPX closing down slightly from last week's close. Despite this, on a relative basis, US equities were close to the top of the performance list with no … [Read more]

Franklin Sector BPI Portfolio Review: 12 May 2023

May 12, 2023 By Lowell Herr 2 Comments

Franklin is one of four portfolio currently managed using the Sector BPI Plus model.  Yesterday I updated the Bullish Percent Indicator table (to be published tomorrow) and Telecom (VOX) was a Buy recommendation.  Energy (VDE) is very close to a … [Read more]

Darwin Portfolio Review: 5 May 2023

May 8, 2023 By HedgeHunter Leave a Comment

Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here's how the Portfolio has performed since I changed to a … [Read more]

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General Investment News

Portfolios coming up for review are:  Carson, Pauling, Bethe, Millikan, 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.

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