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 / Archives for 2024

Archives for 2024

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning

Filed Under: Millikan Portfolio, Portfolio Management, Portfolio Performance, Risk Management, Sector BPI Tagged With: Millikan Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 2): 10 May 2024

May 11, 2024 By hedgehunter

It was another bullish week in US equities with stocks ending ~1.8% higher than last week’s close: This resulted in prices closing slightly outside the upper boundary of the tentative downtrend channel

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

Rutherford Portfolio Review (Tranche 1): 3 May 2024

May 5, 2024 By hedgehunter

US equities had another week of positive performance closing the week ~0.7% higher than last week’s close. However, again, it was not a smooth ride with major gains coming on a ~1% gap up on Friday: We are still sitting near the top boundary

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

“Sell In May And Go Away”

May 2, 2024 By Lowell Herr

“The exact provenance of the saying ‘Sell in May and go way, don’t come back until St Leger’s Day’ is unclear but a consensus has formed around the idea that it emerged due to stock market traders

Filed Under: Portfolio Management Tagged With: Portfolio Management

Copernicus Portfolio Review: 1 May 2024

May 1, 2024 By Lowell Herr

Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio.  All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or more of the

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

Two Quarter Rotations of Sector BPI Performance: 29 April 2024

April 29, 2024 By Lowell Herr

The purpose of this blog is to examine in more detail the performance of the eleven (11) Sector BPI portfolios by looking at performance over two quarter periods.  Beginning at the end of the second quarter of 2022 and ending on the first quarter of 2024 we gain a

Filed Under: Portfolio Performance Tagged With: Portfolio Performance

Rutherford Portfolio Review (Tranche 4): 26 April 2024

April 27, 2024 By hedgehunter

Although US equities closed up ~2.5% from last week’s close it was not a smooth ride – with a bounce from last week’s close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on

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

Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked the Forum section of this blog to

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

  • « Previous Page
  • 1
  • …
  • 9
  • 10
  • 11
  • 12
  • 13
  • …
  • 16
  • Next Page »

Meta Data

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

Search

Recent Posts

  • McClintock Sector BPI Portfolio Review: 13 March 2026 March 13, 2026
  • Portfolio Hedging March 12, 2026
  • Copernicus Portfolio Review: 11 March 2026 March 11, 2026
  • Gauss Portfolio Review: 5 March 2026 March 5, 2026
  • Pauling Portfolio Review: 3 March 2026 March 3, 2026
  • Carson Portfolio Review: 26 February 2026 February 26, 2026
  • Schrodinger Portfolio Update: 24 February 2026 February 24, 2026

Recent Comments

  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Robert Warasila on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Review: 13 March 2026
  • Lowell Herr on Copernicus Portfolio Update: 12 February 2026
  • 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

Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Gifting a Grandchild
  • Darwin 2026: 2 January 2026
  • Millikan Portfolio Review: 13 January 2026
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beta: A Brief Description
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Beating the Dow With Bonds

General Investment News

Portfolios coming up for review.  Bethe, Copernicus and McClintock 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

  • A Review/Comparison of Momentum Systems
  • Rutherford Portfolio Review (Tranche 4): 21 July 2023
  • Hawking Portfolio Review: 10 May, 2024
  • Millikan Portfolio Review: 13 January 2026
  • The One Page “Investment Book”
  • McClintock Sector BPI Portfolio Review: 10 September 2025
  • Charles Ellis: Loser’s Game of Stock Picking
  • Huygens Portfolio Review: 19 August 2025
  • Hawking Portfolio Review: 1 December 2023
  • What Is Working?
  • Nine Critical Investment Decisions

Log in | Website Design by BOING

 

Loading Comments...
 

You must be logged in to post a comment.