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

Recent Blog Entry

ChatGPT Summary of ITA Wealth Management Blog

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched … [Read More...]

Membership

ITA Membership

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]

Critical Material

Retirement Planning Mistake #2

Prospective investors carry too much credit card debt.  This mistake is a corollary of Mistake #1.  Stay out of credit card (CC) debt.  Mistake #2 is not so much an investor mistake, but rather a mistake of bad management as it has nothing to do with managing a portfolio.  If … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

Bethe Asset Allocation Portfolio Review: 25 February 2025

February 25, 2025 By Lowell Herr 2 Comments

Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance.  Asset classes that are far above their target percentages are for sale while lower volatility asset … [Read more]

Rutherford-Darwin Portfolio Review: 21 February 2025

February 24, 2025 By hedgehunter Leave a Comment

After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the … [Read more]

Gauss Asset Allocation Portfolio Review: 19 February 2025

February 19, 2025 By Lowell Herr Leave a Comment

Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model.  This will reduce workload as well as shift investments toward a more conservative asset allocation.  As with the … [Read more]

Rutherford-Darwin Portfolio Review: 14 February 2025

February 16, 2025 By hedgehunter 7 Comments

It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish … [Read more]

Carson Sector BPI Portfolio Review: 14 February 2025

February 14, 2025 By Lowell Herr 1 Comment

Happy Valentine's Day Today marks the 17th anniversary of the ITA Wealth Management blog.  Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000 … [Read more]

Kepler Portfolio Review: 13 February 2025

February 13, 2025 By Lowell Herr Leave a Comment

Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming … [Read more]

Rutherford-Darwin Portfolio Review: 7 February 2025

February 9, 2025 By hedgehunter Leave a Comment

Another rather volatile week in US equity markets with no clear indication of a short-term trend: ..... although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US … [Read more]

Bullish Percent Indicators: 7 February 2025

February 8, 2025 By Lowell Herr 3 Comments

Bullish Percent Indicator data was last published on January 10th of this year.  There was little need to publish anything over the last month as no sector action impacted any of the Sector BPI portfolios.  There was one day when Staples … [Read more]

  • « Previous Page
  • 1
  • …
  • 8
  • 9
  • 10
  • 11
  • 12
  • …
  • 76
  • Next Page »

Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Portfolio Construction: Where to Begin?
  • Buffett Indicator & Shiller PE Ratio
  • Hawking Portfolio Review: 3 October, 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Huygens Portfolio Review: 19 August 2025
  • Schrodinger Portfolio Review: 21 August 2025
  • Gauss Revised Asset Allocation Portfolio Review: 5…
  • Carson Sector BPI Portfolio Review: 7 August 2025
  • Carson Sector BPI Portfolio Update: 22 September 2005

General Investment News

Portfolios coming up for review.  Huygens and Schrodinger 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

  • Darwin Portfolio Review: 1 December 2023
  • Rutherford Portfolio Review (Tranche 5): 26 May 2023
  • Rutherford Portfolio Review (Tranche 2): 22 December 2023
  • Questions To Ask Your Money Manager
  • Copernicus Portfolio Review: 4 December 2024
  • Bohr Portfolio Review: 6 May 2025
  • “Sell In May And Go Away”
  • Bullish Percent Indicators: 17 April 2025
  • The Argument for Self-Management
  • The Elements of Investing: Burton G. Malkiel and Charles D. Ellis
  • Carson Sector BPI Portfolio Review: 26 September 2023

Log in | Website Design by BOING