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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 Sector BPI Portfolio Review: 5 July 2024

The big decision facing the Bethe is what to do with nearly half the portfolio resting in cash.  It looks like this is not a summer to "Sell in May  and go play." Over the last few days shares of VTI and VOO were added to the Bethe.  It goes against the grain to purchase shares when the market is this high yet I don't want the market to just walk away to the upside.  Numerous limit orders are in … [Read More...]

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Bullish Percent Indicators: 8 September 2023

September 9, 2023 By Lowell Herr

It did not require much intuition this week to determine the direction of the major indexes and sectors of the U.S. equities market.  However, a few surprises and opportunities show up within the sectors and action will need to be taken on Monday for … [Read more]

Millikan Sector BPI Plus Portfolio Review: 8 September 2023

September 8, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio that is meeting expectations.  If you are a new reader, check past blog posts on the Sector BPI investing model or keep reading the Sector BPI portfolio reviews that show up nearly every week.  We use … [Read more]

Carson Sector BPI Portfolio Review: 7 September 2023

September 7, 2023 By Lowell Herr

Before beginning this review of the Carson I checked the sector Bullish Percent Indicator (BPI) data since Utilities moved into the oversold zone on Tuesday.  Here we are on Thursday and Utilities is still positioned at 30% bullish or recommending a … [Read more]

Einstein Portfolio Review: 6 September 2023

September 6, 2023 By Lowell Herr

Einstein is one of the portfolios where I am focusing on equities, but with bond options when equities are out of favor.  As readers will see in a moment, no securities are in "full bloom" at the moment.  Several are in Hold mode.  No Buy options are … [Read more]

Franklin Portfolio Review: 5 September 2023

September 5, 2023 By Lowell Herr

Franklin is another Sector BPI Plus portfolio where we use sector ETFs as the primary security source based on information that comes out of the Bullish Percent Indicator data.  At this time no sectors are listed in the oversold zone and we already … [Read more]

Copernicus Portfolio Review: 4 September 2023

September 4, 2023 By Lowell Herr

With markets closed due to Labor Day, this seems like an appropriate time to review the Copernicus portfolio as no sell decisions are required.  As readers will recall, the Copernicus is the portfolio where we continue to purchase U.S. Equities as … [Read more]

Portfolio Performance Comparisons: 1 September 2023

September 4, 2023 By Lowell Herr

Since it has been a number of weeks since the last performance comparison update, a few explanations are in order. The portfolios are broken into groups depending on the investing model.  Several portfolios are moving to different investing … [Read more]

Kahneman-Tversky Portfolio Review: 1 September, 2023

September 3, 2023 By hedgehunter

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum (DM) portfolio with a choice of only one ETF from a total of 3. It therefore requires very little time/effort to manage the portfolio. The only twist to this portfolio is that it is split … [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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Random Posts

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