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Recent Blog Entry

Darwin Portfolio Review: 22 September, 2026

As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [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

Carson Sector BPI Portfolio Review: 13 December 2023

Wow!  What a good day for U.S. Equities.  How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500?  When last check the BPI data six sectors were overbought.  They are:  Financial, Health, Industrial, Technology, Utilities and Real Estate.  I don't think all the BPI data for today is in so I will check the stats tomorrow morning.  I expect Discretionary and … [Read More...]

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Millikan Sector BPI Portfolio Review: 14 December 2023

December 14, 2023 By Lowell Herr

Millikan is the portfolio up for review this morning and I have a full (five screenshots) update awaiting readers.  If you missed the sector update posted earlier this morning, check it out here.  The next portfolio sector report update will occur … [Read more]

Analyzing Sector Investing Model Sector By Sector: 13 December 2023

December 14, 2023 By Lowell Herr

How well is the Sector BPI investing model performing is a cogent question?  Carson is the oldest portfolio using this investing model and it is less than two years old.  Other portfolios were gradually switched to this model as the data began to … [Read more]

Carson Sector BPI Portfolio Review: 13 December 2023

December 13, 2023 By Lowell Herr

Wow!  What a good day for U.S. Equities.  How did the Carson portfolio, one of 13 Sector BPI accounts, perform compared to the S&P 500?  When last check the BPI data six sectors were overbought.  They are:  Financial, Health, Industrial, … [Read more]

Copernicus Update: 11 December 2023

December 11, 2023 By Lowell Herr

Next to the Schrodinger portfolio the Copernicus is the easiest to manage.  In addition, the Copernicus is the top performer so that tells us something.  Keep it simple.  With the Schrodinger, all one does is electronically transfer money from a … [Read more]

Rutherford Portfolio Review (Tranche 4): 8 December 2023

December 10, 2023 By hedgehunter

It was the second straight week of trading in a narrow (~50 point) range and below the important 4600 level in the S&P 500 US Equity index (SPX) although the index did move slightly through the prior pivot high intra-day on Friday but closed … [Read more]

Bullish Percent Indicators: 8 December 2023

December 9, 2023 By Lowell Herr

Based on Bullish Percent Indicator (BPI) data this past week was a modest success.  All major indexes that cover U.S. Equities are currently positive and all sectors with one exception either held even or moved up the bullish scale.  Two sectors are … [Read more]

Franklin Sector BPI Portfolio Review: 8 December 2023

December 8, 2023 By Lowell Herr

This update of the Franklin will be short as only one change is in the offing and that has to do with a single sector (VHT).  More on this later.  The first thing I did before starting this review was to update all the sector Bullish Percent … [Read more]

Pauling Sector BPI Portfolio Update: 6 December 2023

December 6, 2023 By Lowell Herr

Since there are no purchase recommendations and all the appropriate TSLOs are in place, this is a quick update of the Pauling to check on the direction of the portfolio.  Is the portfolio moving in the right direction?  In other words, is the Sector … [Read more]

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Popular Posts

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

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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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