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

Recent Blog Entry

Carson Sector BPI Portfolio Update: 19 June 2026

That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal.  The Carson Sector BPI portfolio is one of the … [Read More...]

Membership

ITA Membership

To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Rebalancing Asset Allocation Portfolios: 12 March 2025

If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio.  If you are not completely sure what an AA portfolio looks like follow portfolios such as the Gauss, Millikan, Einstein, … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

Carson Sector BPI Portfolio Update: 19 June 2026

June 19, 2026 By Lowell Herr Leave a Comment

That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal.  The Carson Sector BPI portfolio is one of the … [Read more]

Franklin Sector BPI Portfolio: 12 June 2026

June 12, 2026 By Lowell Herr Leave a Comment

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two … [Read more]

Schrodinger Portfolio Review: 11 June 2026

June 11, 2026 By Lowell Herr Leave a Comment

Schrodinger is the Robo Advisor portfolio up for review this morning.  This is actually an update as little action occurred since the last posting of information. To new readers, the Schrodinger portfolio is managed by computers based at Schwab.  … [Read more]

Financial Repression Portfolio from ChatGPT

June 9, 2026 By Lowell Herr Leave a Comment

I requested ChatGPT create a portfolio using the following parameters.  In the next blog post (Kepler Review) I will make a few minor adjustments and explain how I intend to bring the various assets up to the target percentages. Create an … [Read more]

Portfolio Diversification: 6 June 2026

June 6, 2026 By Lowell Herr 4 Comments

What to make of Friday's sell off?  Hi Tech took a hit last Friday, but the broad market is still bullish based on the Bullish Percent Indicator (BPI) for the NYSE. These mixed signals are confusing at best.  This next week, as well as the … [Read more]

McClintock Sector BPI Portfolio Update: 5 June 2026

June 5, 2026 By Lowell Herr 1 Comment

Since McClintock is a Sector BPI portfolio, I updated the BPI spreadsheet and found that Health is overbought.  I placed a 3% TSLO under VHT.  What I've been doing is selling all but one (1) share.  Without going into great detail, holding on to a … [Read more]

Millikan Portfolio Review: 2 June 2026

June 2, 2026 By Lowell Herr Leave a Comment

The Millikan portfolio is the second of five portfolios to be reviewed and updated this week.  Once more the broad equities market is up slightly as I write this blog.  As readers will see in the first screenshot, I am patiently waiting for better … [Read more]

Copernicus Portfolio Review: 26 May 2026

May 26, 2026 By Lowell Herr Leave a Comment

Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead.  With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to … [Read more]

  • 1
  • 2
  • 3
  • …
  • 84
  • Next Page »

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Diversification: 6 June 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Kepler and Gauss 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

  • Forum: How To Use It Efficiently
  • Closed End Funds (CEFs): 19 May 2025
  • Bethe Portfolio Review: 30 May 2023
  • Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024
  • Financial Repression: Part 1
  • Millikan Asset Allocation Portfolio: 6 May 2026
  • Gauss Sector BPI Portfolio Review: 7 August 2024
  • Rutherford Portfolio Review (Tranche 2): 4 August 2023
  • Kahneman-Tversky Portfolio Review: 7 June, 2024
  • Bullish Percent Indicators: 15 September 2023
  • Copernicus Portfolio Review: 4 June 2024

Log in | Website Design by BOING