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Recent Blog Entry

Bullish Percent Indicators: 21 November 2025

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline.  … [Read More...]

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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]

Critical Material

Retirement Planning Mistake #11

Although alluded to in this "mistake series," an emphasis, or special attention needs to be given to portfolio volatility or risk management.  Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio (SR) and/or Retirement Ratio (RR), we need to focus on protecting … [Read More...]

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Bullish Percent Indicators: 21 November 2025

November 22, 2025 By Lowell Herr Leave a Comment

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased … [Read more]

Carson Sector BPI Portfolio Update: 21 November 2025

November 21, 2025 By Lowell Herr Leave a Comment

Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal.  In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone.  In other words, … [Read more]

Recession: Will Equities Drop In The Next 18 Months?

November 18, 2025 By Lowell Herr 3 Comments

There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession - or worse.  In fact, I … [Read more]

Copernicus Portfolio Review: 14 November 2025

November 14, 2025 By Lowell Herr Leave a Comment

As you move through this update of the Copernicus, don't neglect to listen to the video linked at the bottom of the page.  There are other YouTube videos also explaining the seven stages that align before a major market draw-down.  Since the … [Read more]

Pauling Portfolio Review: 13 November 2025

November 13, 2025 By Lowell Herr Leave a Comment

Pauling is one of several portfolios recently converted to the Asset Allocation management model.  While the assets may vary slightly from portfolio to portfolio, the general management model is the same.  Select Exchange Traded Funds (ETFs) that … [Read more]

McClintock Sector BPI Portfolio Review: 11 November 2025

November 11, 2025 By Lowell Herr Leave a Comment

The McClintock is positioned much the same as it was last month.  Materials and Consumer Staples are the sectors of interest.  Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target … [Read more]

ChatGPT Summary of ITA Wealth Management Blog

November 3, 2025 By Lowell Herr 2 Comments

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned … [Read more]

Schrodinger Portfolio Update: 28 October 2025

October 28, 2025 By Lowell Herr 2 Comments

Once more we examine what activity, if any, is taking place within the Schrodinger portfolio.  For new readers the Schrodinger is a Robo Advisor portfolio or one that is managed by computer.  The Schrodinger is housed with Schwab and is designated as … [Read more]

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General Investment News

Portfolios coming up for review.  Franklin, Gauss, Schrodinger and Huygens 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.

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