ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
You are here: Home / 2023 / Archives for January 2023

Archives for January 2023

Rutherford Portfolio Review (Tranche 3): 27 January 2023

January 29, 2023 By hedgehunter

It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bullish Percent Indicators: 27 January 2023

January 28, 2023 By Lowell Herr

“Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or “bullish reversal point.” These indicators are typically used to identify market trends and to help traders make buy and

Filed Under: Bullish Percent Indicators Tagged With: Bullish Percent Indicators

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not have time to spend working

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio, Passive Portfolio

Rutherford Portfolio Review (Tranche 2): 20 January 2023

January 23, 2023 By hedgehunter

It’s the year of the Rabbit and we’re hopping around tentatively trying to find a direction for the markets in 2023: I’ve updated the trend channels in the above figure, since these are somewhat discretionary, but it is

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bullish Percent Indicators: 20 January 2023

January 21, 2023 By Lowell Herr

Investors managing a Sector BPI model portfolio will find the data below of interest.  On Monday I’ll check in on the Carson and use this data to make any changes, if recommended.  Follow along for more analysis. Index BPI The only major index over-bought is the Dow

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bulish Percent Indicators

Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two “holdover” securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out

Filed Under: Millikan Portfolio, Sector BPI Tagged With: Millikan Portfolio

Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin

Filed Under: ITA Portfolios, Beginning Investors, Critical Material Tagged With: Critical Material, ITA Portfolios

Bullish Percent Indicators: 13 January 2023

January 14, 2023 By Lowell Herr

Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio.  Energy, Financial, and Real Estate all moved into the over-bought zone this week.  All major indexes are bullish.  None of the indexes penetrated the over-bought zone, but the NASDAQ is getting close.  We see

Filed Under: Bullish Percent Indicators Tagged With: Bullish Percent Indicators

  • 1
  • 2
  • Next Page »

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Bullish Percent Indicators: 21 November 2025 November 22, 2025
  • Carson Sector BPI Portfolio Update: 21 November 2025 November 21, 2025
  • Recession: Will Equities Drop In The Next 18 Months? November 18, 2025
  • Copernicus Portfolio Review: 14 November 2025 November 14, 2025
  • Pauling Portfolio Review: 13 November 2025 November 13, 2025
  • McClintock Sector BPI Portfolio Review: 11 November 2025 November 11, 2025
  • ChatGPT Summary of ITA Wealth Management Blog November 3, 2025

Recent Comments

  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Kepler CEF Portfolio Review: 12 September 2025
  • Hawking Portfolio Review: 3 October, 2025
  • Recession: Will Equities Drop In The Next 18 Months?
  • Selecting Closed End Funds (CEFs)
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • ChatGPT Summary of ITA Wealth Management Blog
  • Bullish Percent Indicator: 30 May 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  Franklin, Gauss, Schrodinger and Huygens 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.

This blog is free to all who signup as a Guest.

Random Posts

  • Bullish Percent Indicators: 1 September 2023
  • Why Use Index Funds?
  • Millikan Sector BPI Portfolio Review: 8 August 2023
  • ITA Wealth Management Review: Catching Up
  • Hawking Portfolio Review: 1 March, 2024
  • Rutherford Portfolio Review (Tranche 4): 8 December 2023
  • Thoughts on “Dividend Income Investing” and other Philosophical Topics.
  • Kahneman-Tversky Portfolio Review: 4 August, 2023
  • Carson Sector BPI Portfolio Review: 26 September 2023
  • Rutherford Portfolio Review (Tranche 1): 20 September 2024
  • Carson Portfolio Review: 1 February 2023

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.