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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 Review: 8 September 2025

Readers will note a few changes in the asset allocation for the Bethe.  The expansion is in keeping with an equity oriented focus, but allows for a tad more diversity.  Caution continues to make sense and that is why the large holding in short-term treasuries (SHV). … [Read More...]

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Huygens Portfolio Review: 25 August 2023

August 25, 2023 By Lowell Herr

Huygens is the portfolio scheduled for review this morning and there are a few changes in the works.  To keep up with the S&P 500 I am moving this portfolio toward an equity bias.  In other words, I'm building up shares in VOO, SPY, VTI, and … [Read more]

Pauling Portfolio Review: 24 August 2023

August 24, 2023 By Lowell Herr

From its early days as a Dual Momentum™ portfolio the Pauling struggled to perform as expected.  Without going into detailed analysis this may be one of those portfolios that was launched when the market declined and new money was added at high … [Read more]

Millikan Portfolio Review: 23 August 2023

August 23, 2023 By Lowell Herr

Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More time and history is needed to … [Read more]

Carson Sector BPI Portfolio Review: 22 August 2023

August 22, 2023 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning.  In addition to updating the Carson, readers interested in knowing how to manage a Sector BPI Plus portfolio will find instructions in this blog post.  Since no sectors are in the Buy or … [Read more]

Kepler Portfolio Review: 22 August 2023

August 21, 2023 By Lowell Herr

Carson was the portfolio up for review this morning, but the owner withdrew cash and I don't want to review the portfolio until that transaction is complete.  Therefore, I am moving the Kepler up one day for this update.  The market opened mixed this … [Read more]

Rutherford Portfolio Review (Tranche 4): 18 August 2023

August 19, 2023 By hedgehunter

It was another week of poor performance in US equity markets, with a little relief coming later in the day on Friday: however, we have now crossed below the centre line of the bullish channel, testing the 61.8% Fibonnacci retracement line that could … [Read more]

Bullish Percent Indicators: 18 August 2023

August 19, 2023 By Lowell Herr

The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More on this later. This … [Read more]

Gauss Sector BPI Plus Portfolio Review: 17 August 2023

August 17, 2023 By Lowell Herr

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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Random Posts

  • Rutherford Portfolio Review (Tranche 1): 25 August 2023
  • Rutherford Portfolio Review (Tranche 1): 30 June 2023
  • What To Do If The Kipling Spreadsheet Becomes Inoperative?
  • Darwin 2026 Portfolio Review: 27 March 2026
  • Schrodinger Portfolio Review: 21 August 2025
  • Millikan Sector BPI Portfolio Review: 10 May 2024
  • Rutherford Portfolio Review (Tranche 1): 2 June 2023
  • Gauss Asset Allocation Portfolio Review: 17 September 2025
  • Carson Sector BPI Portfolio Update: 17 April 2024
  • Carson Sector BPI Portfolio Review: 3 October 2024
  • Hawking Portfolio Review: 8 January, 2025

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