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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

Copernicus Portfolio Review: 24 January 2024

If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required.  Open up a broker account and begin saving.  While the Copernicus focuses on four broad index ETFs (VTI, SPY, VOO, and ESGV) one can narrow this to one or two ETFs.  VOO and SPY are nearly identical ETFs so choose one or the other.  Of the remaining … [Read More...]

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Pauling Portfolio Review: 24 August 2023

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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

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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]

Kepler Portfolio Review: 22 August 2023

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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]

Bullish Percent Indicators: 18 August 2023

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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]

Bohr Portfolio Review: 16 August 2023

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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]

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