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Recent Blog Entry

McClintock Sector BPI Portfolio Review: 13 March 2026

McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months.  In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the youngest ITA … [Read More...]

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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.  Many of the blog posts are available without any … [Read More]

Sector BPI

Gauss Sector BPI Plus Portfolio Review: 17 August 2023

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a business cycle or … [Read More...]

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McClintock Sector BPI Portfolio Review: 13 March 2026

March 13, 2026 By Lowell Herr Leave a Comment

McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months.  In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the … [Read more]

Portfolio Hedging

March 12, 2026 By hedgehunter Leave a Comment

Warning: This post is likely of no direct interest to most readers of this Blog - it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we … [Read more]

Copernicus Portfolio Review: 11 March 2026

March 11, 2026 By Lowell Herr Leave a Comment

Copernicus is the equity portfolio scheduled for review this morning.  Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs.  Below you see a significant … [Read more]

Gauss Portfolio Review: 5 March 2026

March 5, 2026 By Lowell Herr Leave a Comment

Gauss is the portfolio up for review today.  The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as … [Read more]

Pauling Portfolio Review: 3 March 2026

March 3, 2026 By Lowell Herr Leave a Comment

Pauling is an asset allocation portfolio that is slowly working out of a performance deficit.  Over the past few months I have been reworking the asset allocation mix and that work is not quite complete as readers will see in one of the following … [Read more]

Carson Portfolio Review: 26 February 2026

February 26, 2026 By Lowell Herr Leave a Comment

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the … [Read more]

Schrodinger Portfolio Update: 24 February 2026

February 24, 2026 By Lowell Herr Leave a Comment

We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog.  The Schrodinger has been operating for approximately 8.5 years.  I use a start date of 12/31/2021 in order to … [Read more]

Franklin Sector BPI Portfolio Update: 20 February 2026

February 20, 2026 By Lowell Herr Leave a Comment

Franklin is nearly 40 months old and still thriving as one of three Sector BPI portfolios.  Named after Rosalind Franklin, this portfolio is holding its own when compared to any of the six Internal Rate of Return (IRR) benchmarks and the Jensen … [Read more]

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Popular Posts

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  • McClintock Sector BPI Portfolio Update: 16 January 2026
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  • Carson Sector BPI Portfolio Update: 30 December 2025
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General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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.

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Random Posts

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