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
You are here: Home / Blog

Returning To Investing Roots: 5 August 2024

August 4, 2024 By Lowell Herr

This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I’ve moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used this model for years going back into the 1960s through the 1990s, […]

Filed Under: Portfolio Management, Beginning Investors, Critical Material Tagged With: Critical Material, Portfolio Management

Rutherford Portfolio Review (Tranche 2): 2 August 2024

August 3, 2024 By hedgehunter

The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a tentative new bearish channel to guide our eyes as to […]

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

Rutherford Portfolio Review (Tranche 1): 26 July 2024

July 28, 2024 By hedgehunter

This week we saw a correction in the prices of US equities that has taken us down from highs at the ~5800 resistance level to the lower boundary of the bullish trend channel that started in April: Despite the 2-week pullback, we are still in a bullish trend channel and we wait to see whether […]

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

Schrodinger Intelligent Portfolio Review: 25 July 2024

July 25, 2024 By Lowell Herr

This morning the easiest portfolio to manage is up for review.  Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms.  The Schrodinger was set up seven years ago to answer the question:  Who Will Manage the Family Portfolio When I Die? […]

Filed Under: Schrodinger Portfolio, Asset Allocation, Passive vs. Active, Portfolio Management Tagged With: Asset Allocation, Passive, Schrodinger Portfolio

Rutherford Portfolio Review (Tranche 4): 19 July 2024

July 21, 2024 By hedgehunter

US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week’s close: As suggested in last week’s post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this level and moved towards the lower boundary of the bullish regression channel. We […]

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

Rutherford Portfolio Review (Tranche 3): 12 July 2024

July 14, 2024 By hedgehunter

US Equities continued their climb to new all-time highs again this week with the SPX (S&P 500 Index) closing the week ~0.9% higher than last week’s close: I am still anticipating that this ~5680 level will provide resistance although emotional reactions to the recent assassination attempt on Donald Trump may be more significant that any […]

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

Hawking Portfolio Review: 5 June, 2024

July 14, 2024 By hedgehunter

The Hawking Portfolio is a High Yield “Income” portfolio that requires only a modest amount of attention other than to re-invest dividends so as to generate geometric “growth”. Since the portfolio generates ~$1,000 per month and I had over $3,000 sitting in cash I have added additional shares to three holdings in the portfolio – […]

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

Rutherford Portfolio Review (Tranche 2): 5 July 2024

July 7, 2024 By hedgehunter

Another bullish week in US Equity markets and another week with new all-time highs – the momentum continues: We finally broke through the ~5500 level in the SPX (S&P 5oo Index) that also corresponded to a ~50% extension of the prior (Nov 2023 – April 2024) bullish move from the lows of the mid-April pullback. […]

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

Kahneman-Tversky Portfolio Review: 3 July, 2024

July 3, 2024 By hedgehunter

Last month I switched my position in the faster moving Tversky portion of this Dual Momentum portfolio to International equities (VEU) from US equities (VTI). This proved to be a poor move since VTI has outperformed VEU over the past month and, as we will see below the recommendation is now to move back into […]

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

Rutherford Portfolio Review (Tranche 1): 28 June 2024

June 29, 2024 By hedgehunter

US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week’s close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on Friday as investors absorbed the potential impact of Thursday’s presidential debate: Although the SPX […]

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

  • « Previous Page
  • 1
  • …
  • 19
  • 20
  • 21
  • 22
  • 23
  • …
  • 66
  • Next Page »

Search

Categories

Recent Posts

  • Copernicus Portfolio Review: 26 May 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Schrodinger Portfolio Review: 15 May 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Millikan Asset Allocation Portfolio: 6 May 2026

Recent Comments

  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lowell Herr on Financial Repression: Part 1
  • Lee Cash on Financial Repression: Part 1

Archives

Calendar

May 2026
S M T W T F S
 12
3456789
10111213141516
17181920212223
24252627282930
31  
« Apr    

Online Members

Popular Posts

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

General Investment News

Portfolios coming up for review.  Gauss, Millikan, Huygens, Bethe and McClintock 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

  • Hawking Portfolio Review: 1 March, 2024
  • Gifting a Grandchild
  • Rutherford Portfolio Review (Tranche 1): 8 March 2024
  • Hawking Portfolio Review: 10 May, 2024
  • Carson Portfolio Review: 9 January 2023
  • Schrodinger Portfolio Review: 29 January 2026
  • Copernicus Portfolio Review: 13 September 2024
  • Bohr Portfolio Update: 3 July 2023
  • Useful Website: Transparent Investing
  • What the Experts Say About Index Investing
  • Hawking Portfolio Review: 3 October, 2025

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.