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Recent Blog Entry

McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [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

Kepler Portfolio Review: 8 October 2026

About four or five years ago I was managing the Kepler portfolio using a Relative Strength model.  That model turned out to be a mistake.  More recently I switched to an asset allocation model or an investing approach I have used with a number of portfolios for years.  Around the turn of the century William J. Bernstein came out with a book titled, The Intelligent Asset Allocator.  This book … [Read More...]

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Bullish Percent Indicators: 28 July 2023

July 29, 2023 By Lowell Herr

The Bullish Percent Indicators (BPI) tell us this past week was rest time.  Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks.  There is one new Sell signal and that is Materials.  If you are … [Read more]

Copernicus Portfolio Review: 27 July 2023

July 27, 2023 By Lowell Herr

As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio.  It is easy to manage and performance is outstanding.  The one reservation I have is that there is no downside protection as this is a buy and hold … [Read more]

Schrodinger Portfolio Review: 26 July 2023

July 26, 2023 By Lowell Herr

Schrodinger is the portfolio that answers the question, "Who Will Manage the Family Portfolio When I Die?"  This portfolio is called an Intelligent Portfolio by Schwab.  It is managed by computer using the principles of Asset Allocation.  To set up … [Read more]

Einstein Portfolio Review: 25 July 2023

July 25, 2023 By Lowell Herr

Einstein is the growth portfolio up for review this morning.  I noticed that the description and yield data is not coming in from either Yahoo or Tiingo so the ITA file is once more not working properly.  Therefore, I'll skip directly to the security … [Read more]

Pauling Portfolio Review: 24 July 2023

July 24, 2023 By Lowell Herr

Pauling is the portfolio scheduled for an update this morning.  Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model.  Yes, there is plenty of overlap among the equity offerings so the … [Read more]

Franklin Portfolio Review: 21 July 2023

July 22, 2023 By Lowell Herr

Normally I hold off reviewing portfolios until we are an hour or so into a business or trading day.  Instead I selected the Franklin as a good example to follow up on the Bullish Percent Indicator data published earlier this morning.  When I last … [Read more]

Rutherford Portfolio Review (Tranche 4): 21 July 2023

July 22, 2023 By hedgehunter

It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little … [Read more]

Bullish Percent Indicators: 21 July 2023

July 22, 2023 By Lowell Herr

While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100.  There were also a few changes in sectors of the market and I'll get into that in a moment.  Overall, the … [Read more]

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General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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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