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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

Franklin Portfolio Update: 8 April 2025

Stay the course.  Stick with the investment plan.  That is the advice I am following with the Franklin Sector BPI portfolio in this update.  Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone.  Today's strong market is most likely a "dead cat bounce."  Market action tomorrow and the rest of this week will provide a little guidance as to what is in … [Read More...]

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Bohr Portfolio Review: 16 August 2023

August 16, 2023 By Lowell Herr

Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model.  It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price.  Should any of the … [Read more]

Einstein Portfolio Review: 15 August 2023

August 15, 2023 By Lowell Herr

Here we are in the middle of August and summer is "shouting" at Portland residents.  It is unusual to experience multiple days of 100+ temperatures, but that is where we are this week. Einstein is the portfolio up for review and few changes are … [Read more]

McClintock Growth Equity Portfolio Review: 14 August 2023

August 14, 2023 By Lowell Herr

With available cash close to zero and no major changes in the equities market, this review of the McClintock will be short and simple.  As readers can see from the first screenshot below, the McClintock is designed to closely mirror the S&P 500. … [Read more]

Schrodinger Portfolio Review: 11 August 2023

August 12, 2023 By Lowell Herr

Since the Schrodinger is computer managed and therefore on "automatic pilot" as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated … [Read more]

Bullish Percent Indicators: 11 August 2023

August 12, 2023 By Lowell Herr

There are few surprises within the Bullish Percent Indicators this week.  If your intuition is telling you this was not a particularly good week for stocks, you are correct.  Large-cap stocks held up rather well as you can see from the two Dow … [Read more]

Rutherford Portfolio Review (Tranche 3): 11 August 2023

August 12, 2023 By hedgehunter

US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like this: with … [Read more]

Copernicus Portfolio Review: 11 August 2023

August 11, 2023 By Lowell Herr

Copernicus is a portfolio designed to keep pace with the S&P 500.  The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice.  Thus far, … [Read more]

Franklin Sector BPI Portfolio Review: 10 August 2023

August 10, 2023 By Lowell Herr

Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone.  Not one sector is in this condition so there are no Buy recommendations.  The only remaining sector holding is Communications (VOX) as all other … [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.

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Random Posts

  • Franklin Sector BPI Portfolio Review: 22 May 2024
  • Franklin Sector BPI Portfolio Update: 20 February 2026
  • Bullish Percent Indicators: 16 June 2023
  • Carson Sector BPI Portfolio Review: 30 April 2024
  • Rutherford-Darwin Portfolio Review: 8 August 2025
  • Huygens Portfolio Review: 18 April 2023
  • Franklin Sector BPI Portfolio Review: 5 June 2024
  • Rutherford-Darwin Portfolio Review: 19 September 2025
  • Constructing a “Core” Investment Portfolio : Part 1 – Buy And Hold
  • Rutherford Portfolio Review (Tranche 1): 15 November 2024
  • Pauling Asset Allocation Portfolio: 4 February 2026

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