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Recent Blog Entry

Darwin 2026 Portfolio Review: 4 September 2026

US Equities returned to their sideways consolidation mode this week: closing only slightly (0.1%) higher than last week's close. We remain in a bullish uptrend channel but are sitting at the bottom of the channel as we wait to see whether the trend continues or whether we fall out of the channel and see a pullback/correction. To date the ~7620 level has acted as effective support. Compared to … [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

Dirac 2026 Portfolio Review: 13 May 2026

It was a ~1.5% pullback in US Equity markets, as measured by the SPY ETF, that is the benchmark for the Dirac Portfolio. The Dirac Portfolio attempts to beat the performance of the benchmark by rotating between the sectors that compose this benchmark. Since my last review I have made two adjustments to holdings in the portfolio: … [Read More...]

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Gauss Sector BPI Portfolio Review: 31 May 2023

May 31, 2023 By Lowell Herr

Gauss is one of four Sector BPI portfolios currently managed here at ITA.  Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY).  As mentioned … [Read more]

Pauling Dual Momentum Portfolio Review: 30 May 2023

May 30, 2023 By Lowell Herr

Pauling is the Dual Momentum™ portfolio up for review this morning and while the data is current as of 5/26/23, I don't think today's action will alter the recommendation shown in the first screenshot.  As mentioned before, the Pauling is on notice … [Read more]

Bethe Portfolio Review: 30 May 2023

May 29, 2023 By Lowell Herr

Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day.  This was a day to decorate graves, particularly of fallen war soldiers.  Small towns celebrated the day with a … [Read more]

Tweaking Carson Sector BPI Portfolio: 29 May 2023

May 29, 2023 By Lowell Herr

As mentioned in the most recent blog post, I'm tweaking the Sector BPI Plus investing model ever so slightly.  If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options.  As with the Copernicus … [Read more]

Rutherford Portfolio Review (Tranche 5): 26 May 2023

May 28, 2023 By hedgehunter

US Equities are still having a problem getting through the resistance zone at ~4200 level - despite the strong performance of techology stocks over the past week. The S&P 500 index (SPX) had a volatile week with a small gain: that keeps US … [Read more]

Copernicus Portfolio Review: 29 May 2023

May 28, 2023 By Lowell Herr

Copernicus is a Buy & Hold portfolio where the only holdings are U.S. Equities.  The philosophy behind the Copernicus is to purchase shares in one of four U.S. Equities ETFs and never sell unless there is an emergency.  Thus far this is the top … [Read more]

Franklin Sector BPI Plus Update: 26 May 2023

May 27, 2023 By Lowell Herr

Franklin is the Sector BPI portfolio I'm examining today.  Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current.  In fact it is a week old.  This problem poses … [Read more]

Bullish Percent Indicators Recommend Change: 27 May 2023

May 27, 2023 By Lowell Herr

Readers testing the Sector BPI Plus model will want to pay attention to the following Bullish Percent Indicator data as changes are recommended.  Despite ending the week on an up note, the majority of the index and sector BPI recommendations are … [Read more]

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General Investment News

Portfolios coming up for review.  Pauling, Carson, and Kepler 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

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  • Carson Sector BPI Portfolio Update: 16 October 2023
  • Bullish Percent Indicators: 3 November 2023
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  • Gifting a Grandchild

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