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 April 2023

Archives for April 2023

Copernicus Portfolio Review: 6 April 2023

April 6, 2023 By Lowell Herr

Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will recall, the Copernicus is populated with U.S. Equities and the philosophy is to never sell.  Only save and […]

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

McClintock Portfolio Review: 4 April 2023

April 5, 2023 By Lowell Herr

McClintock is one of two Dual Momentum™ portfolios tracked here at ITA.  The other is the Pauling.  Based on current data, we have a new recommendation this morning as the DM model recommends International Equities.  To include Emerging Market Equities I use VEU as the investable ETF to fill this asset class.

Filed Under: McClintock Portfolio, Dual Momentum Tagged With: Dual Momentum, McClintock

Rutherford Portfolio Review (Tranche 2): 31 March 2023

April 1, 2023 By hedgehunter

The first Quater of 2023 ended with US equities putting in a strong performance closing up over 3.6% from last week’s close. Price is getting squeezed in that pendant zone between the 2 heavy yellow boundaries of the bearish and bullish trend channels. We can expect to see a breakout in one direction or the […]

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

Bullish Percent Indicators: 31 March 2023

April 1, 2023 By Lowell Herr

Bullish Percent Indicators ended the month of March on an uptick.  Every major index and sector is bullish.  Only Real Estate remains over-sold with 30% bullish.  It appears as if we now are in a “quiet” period for Sector BPI management as cash is minimal having been used to pick up shares of over-sold sectors.  […]

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

  • « Previous Page
  • 1
  • …
  • 3
  • 4
  • 5

Meta Data

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

Search

Recent Posts

  • Carson Sector BPI Portfolio Review: 8 September 2026 September 8, 2026
  • Dirac 2026 Portfolio Review: 4 September 2026 September 7, 2026
  • Darwin 2026 Portfolio Review: 4 September 2026 September 6, 2026
  • Einstein Portfolio Review: 3 September 2026 September 3, 2026
  • Franklin Sector Portfolio Update: 2 September 2026 September 2, 2026
  • Bethe Portfolio Review: 1 September 2026 September 1, 2026
  • Schrodinger Portfolio Update: 31 August 2026 August 31, 2026

Recent Comments

  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression: Part 1
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Pauling, Carson, 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

  • Millikan Portfolio Update: 17 April 2023
  • Kepler Portfolio Management: 11 April 2023
  • Einstein Asset Allocation Portfolio Review: 11 December 2024
  • Franklin Sector BPI Update: 28 January 2026
  • Kepler Portfolio Transition: 21 October 2023
  • Schrodinger Portfolio Review: 21 July 2022
  • Hawking Portfolio Review: 4 November, 2022
  • Schrodinger Portfolio Review: 22 May 2023
  • Millikan Asset Allocation Portfolio Review: 6 November 2025
  • Huygens Asset Allocation Portfolio Review: 2 February 2026
  • McClintock Portfolio Update: 28 February 2023

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.