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Copernicus Portfolio Review: 27 February 2023

February 27, 2023 By Lowell Herr Leave a Comment

Copernicus is on the dock to be updated this morning.  ITA readers who have been checking in regularly know this portfolio is U.S. Equity specific and the goal is to never sell.  Only purchase more shares when cash becomes available.  When to buy is not specified and that requires a little discussion as I am […]

Filed Under: Copernicus Portfolio, Passive vs. Active, Portfolio Management Tagged With: Copernicus Portfolio

Rutherford Portfolio Review (Tranche 2): 24 February 2023

February 25, 2023 By HedgeHunter Leave a Comment

As we approach the end of February we see that the apparent recovery in US equities may not be as strong as we may have thought. This week saw another drop of ~2.7% in the SPX (S&P 500 Index) from last week’s close and we are now up only 3.4% on the year after hitting […]

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Bullish Percent Indicators: 24 February 2023

February 25, 2023 By Lowell Herr 4 Comments

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 largest snowfall since the 1940s.  Measured at […]

Filed Under: Bullish Percent Indicators, Technical Indicators Tagged With: Bullish Percent Indicators

Rutherford Portfolio Review (Tranche 1): 17 February 2023

February 19, 2023 By HedgeHunter Leave a Comment

My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections,  I will get back to my regular posting schedules. US equities closed relatively unchanged from last week’s close and are still sitting at the center […]

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Carson Portfolio Review: 20 February 2023

February 18, 2023 By Lowell Herr Leave a Comment

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 we found two sectors are recommended for purchase and they are, Energy and […]

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

Celebrating 15 Years of ITA Wealth Management: 14 February 2023

February 14, 2023 By Lowell Herr 11 Comments

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 2009.  The first blog was written on […]

Filed Under: Uncategorized Tagged With: Miscellaneous

Huygens Portfolio Review: 9 February 2023

February 9, 2023 By Lowell Herr 2 Comments

As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%.  I don’t anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds (CEFs) are not meeting the yield requirement. Huygens Investment Quiver Since the last review […]

Filed Under: Huygens Portfolio, Income Tagged With: Huygens Portfolio, Income

Kahneman-Tversky Portfolio Review: 3 February 2023

February 8, 2023 By HedgeHunter Leave a Comment

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions – one that is relatively slow in reacting to changes in market conditions – the Kahneman portion – and one that reacts a little more quickly (but may be more subject to whipsaw trades) – the […]

Filed Under: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance Tagged With: Kahneman-Tversky Portfolio, Portfolio Management, Portfolio Performance

Rutherford Portfolio Review (Tranche 4): 3 February 2023

February 4, 2023 By HedgeHunter Leave a Comment

US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out the prior December high at 4100 and closed above this level – so we could tentatively call a valid […]

Filed Under: Portfolio Management, Portfolio Performance Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr 9 Comments

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few recommendations or changes in the portfolios.  Not so with the Carson […]

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

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  • Copernicus All Seasons Portfolio Review: 27 March 2023
  • Rutherford Portfolio Review (Tranche 1): 24 March 2023
  • Rutherford Portfolio Review (Tranche 5): 17 March 2023
  • Bullish Percent Indicators: 18 March 2023
  • Schrodinger Portfolio Review: 15 March 2023

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  • Lowell Herr on What To Do If The Kipling Spreadsheet Becomes Inoperative?
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  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023
  • Craig Burkhart on Bullish Percent Indicators: 18 March 2023
  • Robert Warasila on Bullish Percent Indicators: 18 March 2023
  • Lowell Herr on Bullish Percent Indicators: 18 March 2023
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  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Carson Portfolio: Creating A New Investing Model
  • Portfolio Summary: 16 January 2023
  • Carson Portfolio Review: 1 February 2023
  • ITA Portfolios: Summarizing Investing Approaches
  • Celebrating 15 Years of ITA Wealth Management: 14…
  • Bullish Percent Indicators: 13 January 2023
  • Bullish Percent Indicators: 9 December 2022
  • ITA Portfolios: Breaking The Models Into Groups

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Portfolios coming up for review are:  Carson, Beth, and Millikan.  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.

Contact me at itawealth@comcast.net if interested in a Lifetime Membership.  Long-time Platinum members are now Lifetime members and this blog is free to all who signup as a Guest.  A few blogs are reserved for Lifetime members.

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