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 / 2025 / Archives for September 2025

Archives for September 2025

McClintock Sector BPI Portfolio Review: 10 September 2025

September 10, 2025 By Lowell Herr Leave a Comment

In case you were unaware, all three Sector BPI portfolios are named after women scientists.  All three portfolios are performing quite well and if the Vanguard projection (see link at the bottom of this page) comes close reality these three portfolios

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

Gauss Revised Asset Allocation Portfolio Review: 5 September 2025

September 5, 2025 By Lowell Herr 4 Comments

Instead of a complete review of the Gauss portfolio, I am laying out a new and expanded asset allocation model for this account.  This new asset allocation plan is global compared to the mini-asset allocation model currently in place.  Check the Gauss portfolio at the bottom of this

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

Carson Sector BPI Portfolio Review: 2 September 2025

September 2, 2025 By Lowell Herr Leave a Comment

September opens with a review of the Carson Sector BPI portfolio, one of the better performing accounts monitored here at ITA.  As equities rise or are holding at a high level, it has been many weeks since we last observed a sector in the

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

  • « Previous Page
  • 1
  • 2

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

  • 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
  • Lowell Herr 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
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • Beating the Dow With Bonds
  • Carson Sector BPI Portfolio Update: 30 December 2025
  • Beta: A Brief Description
  • Schrodinger Portfolio Update: 24 February 2026
  • Portfolio Hedging

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

  • The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
  • Rutherford Portfolio Review (Tranche 2): 27 October 2023
  • Rutherford Portfolio Review (Tranche 1): 3 May 2024
  • Bullish Percent Indicators: 2 February 2024
  • Bullish Percent Indicators: 23 February 2024
  • Copernicus Portfolio Review: 8 November 2024
  • Millikan Portfolio Review: 1 May 2025
  • Rutherford Portfolio Review: 27 December 2024
  • Portfolio Requirements: Basic Ideas For Construction
  • Bullish Percent Indicators: 14 June 2024
  • New to ITA Wealth Management?

Log in | Website Design by BOING