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Darwin 2026 Portfolio Review: 28 August 2026

US Equities bounced a little this week after last week;s ~5% pullback and a test of the June and July highs at ~7600 that is now looking like a level of support: So, we remain in the bullish uptrend channel and possibly looking for new highs - although, with the Fed's suggestion of possible rate hikes to curb inflation, we might see some resistance before we see a breakout above ~7800. Compared … [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]

Portfolio Management

Rutherford Portfolio Review (Tranche 2): 10 May 2024

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 and above the psychological "round" 5200 resistence level left by the April pullback - but not quite returning to the all-time highs. It seems likely that these highs will be tested next week but … [Read More...]

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Darwin 2026 Portfolio Review: 28 August 2026

August 31, 2026 By hedgehunter Leave a Comment

US Equities bounced a little this week after last week;s ~5% pullback and a test of the June and July highs at ~7600 that is now looking like a level of support: So, we remain in the bullish uptrend channel and possibly looking for new highs - … [Read more]

Huygens Portfolio Review: 28 August 2026

August 29, 2026 By Lowell Herr 1 Comment

Few changes are planned for the Huygens, a portfolio set up to withstand a major drawdown.  A large percentage of the portfolio is dedicated to short-term treasuries, dividend oriented and inflation protection ETFs. Huygens Security Holdings Below … [Read more]

McClintock Sector BPI Update: 26 August 2026

August 26, 2026 By Lowell Herr Leave a Comment

This morning I posted that Materials is nearly 70% bullish so I set 3% Trailing Stop Loss Orders under VAW for the Carson, Franklin, and McClintock.  As readers will see in a moment, several sectors struck the TSLO mark so we end up with over $10,000 … [Read more]

Darwin 2026 Portfolio Review: 21 August 2026

August 23, 2026 By hedgehunter Leave a Comment

US markets took a break this week with no new all-time highs: The SPX (S&P 500 Index) has pulled back ~1.5% to test previous highs at ~7620 and we will wait to see whether this previous resistance (now potential support) level holds and we … [Read more]

Millikan Portfolio Review: 20 August 2026

August 20, 2026 By Lowell Herr 4 Comments

If you are looking for a conservative portfolio look no further than the Millikan.  Before digging into the Millikan details, just a word about the above photo.  There is an 11 million dollar renovation project under way where we are living and the … [Read more]

Copernicus Portfolio Update: 18 August 2026

August 18, 2026 By Lowell Herr Leave a Comment

For a number of years the management model for the Copernicus was to invest in the S&P 500 or similar broad based index ETFs.  In the last few months as the U.S. Equities market hit new high after new high I stepped back from investing so heavily … [Read more]

Gauss Portfolio Update: 17 August 2026

August 17, 2026 By Lowell Herr 5 Comments

Gauss is the Asset Allocation portfolio up for review today.  Changes since the last review show a move from holdings in gold to short-term treasuries.  The idea is to provide more income in addition to preparing for a possible market correction.  A … [Read more]

Darwin 2026 Portfolio Review: 14 August 2026

August 16, 2026 By hedgehunter Leave a Comment

It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again hitting new all-time highs: Despite the 3-month sideways consolidation through May-July (Sell in May and go away ....) we are still clearly in an uptrending … [Read more]

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Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling 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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