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 / 2024 / September / Archives for 14th

Archives for September 14, 2024

Huygens Asset Allocation Portfolio Review: 13 September 2024

September 14, 2024 By Lowell Herr

In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio.  The Huygens, and several other portfolios I track here at ITA, were recently converted from other models to this very traditional Asset Allocation model.  If wishing more information as […]

Filed Under: Asset Allocation, Huygens Portfolio, Portfolio Management Tagged With: Asset Allocation, Huygens Portfolio

Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024

September 14, 2024 By hedgehunter

Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back last week it was a bullish week in US Equity […]

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

Bullish Percent Indicators: 13 September 2024

September 14, 2024 By Lowell Herr

It has been several weeks since I last posted data on Bullish Percent Indicators.  This week we have clues that large cap stocks continue to drive the U.S. Equities market.  The sector BPI data also carries important information, although it may not impact our Sector BPI portfolios.  This depends entirely on what ETFs are currently […]

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

Meta Data

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

Search

Recent Posts

  • Pauling Portfolio Update: 6 October 2026 October 6, 2026
  • Darwin Portfolio Review: 2 October, 2026 October 5, 2026
  • Carson Sector BPI Portfolio Update: 5 October 2026 October 5, 2026
  • Schrodinger Portfolio Update: 2 October 2026 October 2, 2026
  • Bohr Portfolio Update: 1 October 2026 October 1, 2026
  • Einstein Portfolio Review: 30 September 2026 September 30, 2026
  • Franklin Sector BPI Portfolio Update: 28 September 2026 September 28, 2026

Recent Comments

  • BOB_P on Pauling Portfolio Update: 6 October 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 24 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Stellaluna on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Pauling Portfolio Review: 7 August 2026
  • Dual Momentum Investing by Gary Antonacci
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression: Part 1
  • Darwin Portfolio Review: 2 October, 2026
  • Bohr Portfolio Review: 7 July 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Einstein Portfolio Update: 14 July 2026

General Investment News

Portfolios coming up for review.  Carson, Pauling, 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

  • Schrodinger Update Launching 2023: 2 January 2023
  • Gauss Portfolio Review: 14 January 2026
  • Carson Sector BPI Portfolio Review: 2 September 2025
  • Franklin Sector BPI Portfolio Review: 21 June 2024
  • Rutherford Portfolio Review (Tranche 2): 24 February 2023
  • Beating the Dow With Bonds
  • Schrodinger Portfolio Review: 2 January 2025
  • Hawking Portfolio Review: 4 August 2023
  • Portfolio Performance Comparisons: 1 September 2023
  • Rutherford-Darwin Portfolio Review: 8 August 2025
  • Strategic Asset Allocation: A Starting Point For Portfolio Construction

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.