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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

Pauling Portfolio Review: 7 August 2026

  "The first rule of compounding is to never interrupt it unnecessarily." - Charlie Munger Before getting into the analysis let me apologize for the blog being down.  Apparently one of the plugins interfered with the site loading.  Fortunately this blog site is housed where there is excellent support. Now on to the analysis of the Pauling.  Over the last few months I have been adjusting … [Read More...]

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Millikan Sector BPI Portfolio Review: 18 October 2023

October 19, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio that adding evidence to the positive benefits of this investing model.  With the number of portfolios using the sector model, and reviewing these portfolios on different days, the luck-of-the-review-day … [Read more]

Franklin Sector BPI Portfolio Review: 18 October 2023

October 18, 2023 By Lowell Herr

Franklin is the Sector BPI portfolio scheduled for review this morning.  A number of months ago this portfolio was a "laggard."  Improvement began when this portfolio was moved to the Sector BPI Plus investing model.  Follow the analysis below for … [Read more]

Copernicus Portfolio Review: 17 October 2023

October 17, 2023 By Lowell Herr

Copernicus is the portfolio up for review this morning.  If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus.  Save, invest in U.S. Equities and forget.  Ride out … [Read more]

Carson Sector BPI Portfolio Update: 16 October 2023

October 16, 2023 By Lowell Herr

The Carson is the oldest Sector BPI portfolios and one of the better performers tracked here on the ITA blog.  The current condition is going to be one to watch as it will be a good test to see if the Sector BPI model can outperform the S&P 500.  … [Read more]

Rutherford Portfolio Review (Tranche 4): 13 October 2023

October 15, 2023 By hedgehunter

The week started with a continuation of the recovery bounce that we saw at the end of last week - but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25% higher than last … [Read more]

Bohr Sector BPI Portfolio Review: 13 October 2023

October 15, 2023 By Lowell Herr

Bohr is currently classified as a Sector BPI Plus portfolio, but it is still in transition from a Growth and Income portfolio.  This portfolio continues to hold a number of Closed-End-Funds (CEFs).  Now that the third quarter dividends are in I'll be … [Read more]

McClintock Portfolio Review: 13 October 2023

October 14, 2023 By Lowell Herr

McClintock is one of several Relative Strength portfolios where a limited number of ETFs form the investment quiver.  The security options focus on U.S. Equities, Developed International Equities, Emerging Market Equities, and Bonds.  The Kipling … [Read more]

Bullish Percent Indicators: 13 October 2023

October 14, 2023 By Lowell Herr

Based on Bullish Percent Indicator data this past week was a good week for U.S. Equities.  I would not classify it as excellent, but at least there were positive moves in all the major indexes and one sector (Materials) moved out of the oversold … [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
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT
  • 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.

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

  • Beginning to Advanced Investors: 4 December 2021
  • Schrodinger Portfolio Review: 8 January 2024
  • The Skeptical Investor: Should I Follow An Active or Passive Management Model?
  • Schrodinger Portfolio Review: 16 May 2025
  • Rutherford Portfolio Review (Tranche 1): 31 May 2024
  • Huygens Asset Allocation Portfolio Review: 21 February 2025
  • Tweaking Carson Sector BPI Portfolio: 29 May 2023
  • Rutherford-Darwin Portfolio Review: 15 August 2025
  • Bullish Percent Indicators: 6 January 2023
  • Rutherford Portfolio Review (Tranche 2): 24 November 2023
  • Einstein Portfolio Review: 4 December 2023

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