Copernicus is the passively managed portfolio up for review this morning. This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA. As readers will
Schrodinger Robo Advisor Portfolio Update: 29 March 2023
The Schrodinger is a portfolio for all seasons. Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio. If one is still working and has little time to spend
Copernicus All Seasons Portfolio Review: 27 March 2023
While I’m a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons – new readers at the top of the list. Before anyone is overwhelmed with the various management tools,
Bullish Percent Indicators: 18 March 2023
This week the Bullish Percent Indicators produce interesting information as well as several anomalies. If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday’s market action
Schrodinger Portfolio Review: 15 March 2023
One of two reference portfolios is the Schrodinger. The other is the Copernicus. Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well. As for the term
Bullish Percent Indicators: 24 February 2023
Bullish Percent Indicators are ending February in a downward trend. All major indexes are bearish, yet none are in the over-sold zone. We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above photograph. This past week Portland experienced the
Carson Portfolio Review: 20 February 2023
Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one. This review will lay out the process I go through when working with a Sector BPI portfolio. From the BPI data
Celebrating 15 Years of ITA Wealth Management: 14 February 2023
In addition to Valentine’s Day, today is the 15th anniversary of the launch of ITA Wealth Management. Investing evolution is evident since my first blog back in 2008. As you may recall, the stock market was in free-fall that year and it extended through the first quarter of
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