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

  • Schrodinger Portfolio Review: 29 January 2026 January 29, 2026
  • Franklin Sector BPI Update: 28 January 2026 January 28, 2026
  • Millikan Portfolio Review: 27 January 2026 January 27, 2026
  • Carson Sector BPI Portfolio Review: 26 January 2026 January 26, 2026
  • Beta: A Brief Description January 19, 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026 January 16, 2026
  • Copernicus Portfolio Update: 15 January 2026 January 15, 2026

Recent Comments

  • Lowell Herr on Bullish Percent Indicators: 21 November 2025
  • Lowell Herr on Beta: A Brief Description
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 16 January 2026
  • Lowell Herr on Copernicus Portfolio Update: 15 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • Lowell Herr on Millikan Portfolio Review: 13 January 2026
  • BOB_P on Millikan Portfolio Review: 13 January 2026

Popular Posts

  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • Schrodinger Portfolio Review: 29 January 2026
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Bullish Percent Indicators: 21 November 2025
  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Construction: Where to Begin?
  • Darwin 2026: 2 January 2026

General Investment News

Portfolios coming up for review.  Huygens, Pauling, Gauss and Kepler 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

  • Rutherford Portfolio Review (Tranche 3): 16 June 2023
  • Millikan Portfolio Review: 27 May 2025
  • How Much Are You Leaving With Your Financial Advisor?
  • Rutherford Portfolio Review (Tranche 4): 10 November 2023
  • Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is
  • Rutherford-Darwin Portfolio Review: 24 January 2025
  • Rutherford Portfolio Review (Tranche 4): 23 June 2023
  • Carson Sector BPI Plus Portfolio Review: 1 May 2023
  • Response to Comments made by ITA member (John Shelton)
  • Rutherford Portfolio Review (Tranche 3): 29 December 2023
  • Bullish Percent Indicator: 30 May 2025

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.