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

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 market with higher lows and higher highs. Relative to other major asset classes: […]

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

Kepler Portfolio Update: 14 August 2026

August 14, 2026 By Lowell Herr Leave a Comment

Kepler is the portfolio scheduled for an update this morning.  The major decision at this point is how to best bring the various asset classes closer to the target percentages.  Within the last few days shares of SCHO and SGOV were added to the Kepler.  VTI is the ETF most out of balance, but I […]

Filed Under: Kepler Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Kepler Portfolio

Carson Sector BPI Portfolio Update: 12 August 2026

August 12, 2026 By Lowell Herr 1 Comment

Sorry, but you do not have permission to view this content.

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

Einstein Portfolio Update: 10 August 2026

August 10, 2026 By Lowell Herr Leave a Comment

Sorry, but you do not have permission to view this content.

Filed Under: Einstein Portfolio, Asset Allocation Tagged With: Kepler Portfolio

Darwin 2026 Portfolio Review: 7 August 2026

August 10, 2026 By hedgehunter Leave a Comment

Sorry, but you do not have permission to view this content.

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

Pauling Portfolio Review: 7 August 2026

August 7, 2026 By Lowell Herr Leave a Comment

Sorry, but you do not have permission to view this content.

Filed Under: Pauling Portfolio, Asset Allocation, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Pauling Portfolio

Franklin Portfolio Update: 6 August 2026

August 6, 2026 By Lowell Herr Leave a Comment

We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio.  As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]

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

Bethe Portfolio Update: 5 August 2026

August 5, 2026 By Lowell Herr Leave a Comment

Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession.  The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real […]

Filed Under: Bethe Portfolio, Asset Allocation, Income, Portfolio Construction, Portfolio Management Tagged With: Asset Allocation, Bethe Portfolio

Schrodinger Portfolio Update: 4 August 2026

August 4, 2026 By Lowell Herr 2 Comments

Sorry, but you do not have permission to view this content.

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

Dirac 2026 Portfolio Review: 31 July 2026

August 3, 2026 By hedgehunter Leave a Comment

With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors within this broader market looks like this: with Buy recommendations on six of the […]

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

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • 5
  • …
  • 146
  • Next Page »

Search

Categories

Recent Posts

  • Gauss Asset Allocation Portfolio: 15 September 2026
  • Copernicus Portfolio Update: 14 September 2026
  • ITA Weekly: 11 September 2026
  • Kepler Asset Allocation Portfolio Review: 11 September 2026
  • Pauling Asset Allocation Portfolio Review: 9 September 2026

Recent Comments

  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Carson Sector BPI Portfolio Review: 8 September 2026
  • Robert Warasila on Carson Sector BPI Portfolio Review: 8 September 2026
  • Lowell Herr on Huygens Portfolio Review: 28 August 2026
  • John Distasio on Bohr Portfolio Update: 28 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Robert Warasila on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Schrodinger Portfolio Update: 4 August 2026
  • Lowell Herr on Millikan Portfolio Review: 20 August 2026
  • Lee Cash on Schrodinger Portfolio Update: 4 August 2026
  • Stellaluna on Millikan Portfolio Review: 20 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026
  • Lee Cash on Gauss Portfolio Update: 17 August 2026
  • Lowell Herr on Gauss Portfolio Update: 17 August 2026

Archives

Calendar

September 2026
S M T W T F S
 12345
6789101112
13141516171819
20212223242526
27282930  
« Aug    

Online Members

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Portfolio Diversification: 6 June 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression Portfolio Update From ChatGPT

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Millikan 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

  • Franklin Portfolio Update: 8 April 2025
  • Huygens Portfolio Review: 28 August 2026
  • Millikan Portfolio Review: 9 April 2026
  • Carson Portfolio Checkup: 12 November 2022
  • Franklin Sector BPI Portfolio Review: 19 September 2024
  • Bohr Portfolio Update: 28 August 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Huygens Asset Allocation Portfolio Review: 23 August 2024
  • Millikan Portfolio Review: 3 June 2022
  • Kepler Portfolio Review: 29 November 2023
  • Splitting Portfolio Into Multiple Parts

Log in | Website Design by BOING

Loading Comments...

You must be logged in to post a comment.