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Recent Blog Entry

ITA Weekly: 11 September 2026

With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine.  Suppose you are interested in Sector BPI investing information.  First, there are three portfolios managed using this investment strategy … [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

Einstein Sector BPI Portfolio Review: 19 March 2024

"Realistic market expectations are important to investment planning." - Richard A. Ferri Einstein is the Sector BPI portfolio up for review this morning.  Before moving into the analysis there are a few comments I need to make about this portfolio.  The Einstein carries more cash than is customary as the owner faces educational expenses later this year. ESGV has a 3% TSLO in place to sell all … [Read More...]

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McClintock Sector BPI Portfolio Review: 5 May 2026

May 5, 2026 By Lowell Herr 2 Comments

Yesterday I asked Google, "What is the origin of the Sector Bullish Percent Indicator investing model?"  Here is the reply. "The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder … [Read more]

Huygens Portfolio Review: 4 May 2026

May 4, 2026 By Lowell Herr Leave a Comment

Huygens is the portfolio up for review today and in this portfolio I am rebalancing the account to counter the high probability the FED, with cooperation from the government, will strive to inflate their way out of the 39 trillion (and growing) … [Read more]

Financial Repression Portfolio: Part V

May 4, 2026 By Lowell Herr 3 Comments

Over the last few days I've concentrated on what impact Financial Repression is likely to have on portfolios invested in the U.S. Equities and Bond markets.  The outlook over the next decade is highly unlikely to continue the long bull market … [Read more]

Financial Repression: Another Perspective

May 3, 2026 By hedgehunter 10 Comments

I have found Lowell's recent posts on this subject very interesting - so I asked Claude (AI) for his/her suggestions: "Here's a Financial Repression-resistant ETF portfolio for a retiree. Financial repression = central banks keeping real rates … [Read more]

Financial Repression: Part IV

May 3, 2026 By Lowell Herr 3 Comments

Appointment of a new FED Chairman caused me to dig into what is known as Financial Repression.  For another explanation of the term check out the following quote. "The term "financial repression" was coined in 1973 by Stanford economists Ronald … [Read more]

Dirac 2026 Portfolio Review: 1 May 2026

May 3, 2026 By hedgehunter 1 Comment

US Equity markets reached new highs again this week and closed the week a little less than 1% higher than last week's close. When we take a look at sector performance over this period: we see that Energy (XLE) was the clear leader. … [Read more]

Darwin 2026 Portfolio Review: 1 May 2026

May 2, 2026 By hedgehunter 1 Comment

As we go into the mid-third of the year (the lazy-hazy days of Summer), in a somewhat uncertain world, it seems as though investors don't care about global political and economic problems any more and US equity markets continue to grind higher and to … [Read more]

Financial Repression: Part III

May 1, 2026 By Lowell Herr 9 Comments

If you have been reading this blog and/or following the appointment of the new FED Chairman you are aware of the potential or possibility of how the United States will work its way out of the 39 Trillion dollar debt - and growing at an alarming … [Read more]

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General Investment News

Portfolios coming up for review.  Copernicus, Gauss, 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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