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Recent Blog Entry

Bullish Percent Indicators: 22 September 2023

Index BPI All seven indexes are bearish after a weak week for U.S. Equities.  For the first time since last March all indexes are below the 50% bullish line.  The question for investors using the Sector BPI Plus model … [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.  A Lifetime membership grants readers access to the … [Read More]

Critical Material

Serious Investors Benchmark Their Portfolio

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In … [Read More...]

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Blog Archives

Bullish Percent Indicators: 22 September 2023

September 23, 2023 By Lowell Herr Leave a Comment

Index BPI All seven indexes are bearish after a weak week for U.S. Equities.  For the first time since last March all indexes are below the 50% bullish line.  The question for investors using the Sector BPI Plus model … [Read more]

Rutherford Portfolio Review (Tranche 4): 15 September 2023

September 17, 2023 By HedgeHunter 3 Comments

It was a relatively quiet week in US equity markets with the SPX (S&P 500 Index) closing down slightly on the week after an end of week selloff on Friday: This still leaves us within the boundaries of the pendant pattern defined … [Read more]

Bullish Percent Indicators: 15 September 2023

September 16, 2023 By Lowell Herr Leave a Comment

While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios.  This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved … [Read more]

Copernicus Portfolio Review: 12 September 2023

September 12, 2023 By Lowell Herr 3 Comments

The philosophy behind the Copernicus is two fold.  1) Simplicity of implementation.  2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing.  All … [Read more]

Rutherford Portfolio Review (Tranche 3): 8 September 2023

September 10, 2023 By HedgeHunter Leave a Comment

It was a weak performance in the US equity markets after the Labor Day week-end with the SPX (S&P 500 Index) down ~1.5% from last week's close: This leaves prices in a pendant pattern bounded by the upper 2 SD … [Read more]

Millikan Sector BPI Plus Portfolio Review: 8 September 2023

September 8, 2023 By Lowell Herr 7 Comments

Millikan is another Sector BPI Plus portfolio that is meeting expectations.  If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week.  We use … [Read more]

Kahneman-Tversky Portfolio Review: 1 September, 2023

September 3, 2023 By HedgeHunter 1 Comment

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum (DM) portfolio with a choice of only one ETF from a total of 3. It therefore requires very little time/effort to manage the portfolio. The only twist to this portfolio is that it is split … [Read more]

Darwin Portfolio Review: 1 September 2023

September 3, 2023 By HedgeHunter 2 Comments

The Darwin Portfolio is one of my portfolios that I don't normally adjust too often. It holds 5 ETFs that represent 5 of the major asset classes and allocations are based on Risk Parity such that risk (as measured by volatility) is limited to 3% per … [Read more]

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General Investment News

Portfolios coming up for review are:   Gauss, Copernicus, 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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