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Recent Blog Entry

Darwin 2026 Portfolio Review: 10 July 2026

US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [Read More...]

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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]

Portfolio Management

Bethe Asset Allocation Portfolio Simplified: 14 March 2025

Bethe is undergoing a further simplification.  This time narrowing the number of assets to five Exchange Traded Funds (ETFs) and most likely down to four as VTI will eventually be sold out of the portfolio. … [Read More...]

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Carson Portfolio Review: 8 November 2023

November 9, 2023 By Lowell Herr

Carson is the oldest ITA portfolio using the Sector BPI Plus investing model and as such will include more performance details in the following review.  Two sectors remain in the oversold zone and they are:  Materials (VAW) and Staples (VDC).  Both … [Read more]

Einstein Sector BPI Portfolio Review: 8 November 2023

November 8, 2023 By Lowell Herr

Einstein is one of several portfolios recently converted or moved to the Sector BPI Plus investing model.  This is an early review of the Einstein as I'm updating portfolios before the 33-Day rotation schedule as I want to be sure the oversold … [Read more]

Pauling Sector BPI Portfolio Review: 7 November 2023

November 7, 2023 By Lowell Herr

If you are prevented from reading this blog post, register as a Guest and wait for me to upgrade you to the Platinum level.  Registration is free to all who register as a Guest. To learn more about the Sector BPI Plus model, check out this Seeking … [Read more]

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

If you were paying attention to the last screenshot of the Bethe review earlier this morning, you noticed that VTI was a negative contributing factor to portfolio performance while VOO added little to the IRR value.  Only ESGV played an important … [Read more]

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months.  A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples … [Read more]

Rutherford Portfolio Review (Tranche 3): 3 November 2023

November 5, 2023 By hedgehunter

It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week's close: We are now sitting at the top of the 1 SD boundary of the shorter-term downtrend channel and back … [Read more]

Bullish Percent Indicators: 3 November 2023

November 4, 2023 By Lowell Herr

Based on Bullish Percent Indicator data this past week was an excellent one for U.S. Equities.  This week was the time to be fully invested as all indexes and sectors moved up. … [Read more]

Einstein Sector BPI Portfolio Review: 3 November 2023

November 3, 2023 By Lowell Herr

If you missed my Comment attached to the most recent BPI post, reference it now as there are a few BPI data changes due to the positive market movement over the past few days.  This review of the Einstein will reflect these changes.  The current … [Read more]

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General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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.

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