ITA Wealth Management

Recent Blog Entry

Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

Membership

ITA Membership

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

Millikan Sector BPI Portfolio Review: 3 July 2024

One of the better performing Sector BPI portfolios is the Millikan even though it has only been using the model for 19 months.  We are beginning to build a historical data base we can use to move forward with the model.  Some of this evidence is provided in the following analysis. The latest check of the Bullish Percent Indicator data for the eleven sectors finds no sector is currently positioned … [Read More...]

More Posts from this Category

Categories

Blog Archives

Bullish Percent Indicators: 24 March 2023

By

Publication of Bullish Percent Indicator (BPI) data is a nearly weekly event.  This data is particularly important now that four ITA portfolios are managed using information from the second screenshot or the Sector Point and Figure (PnF) data table.  … [Read more]

Pauling Dual Momentum Review: 24 March 2023

By

Pauling is one of two remaining Dual Momentum™ portfolios.  Remaining in the sense that I moved two DM portfolios over to the Sector BPI model.   The other DM portfolio is the McClintock.  Of the seven (7) different investing models explained and … [Read more]

Carson Portfolio Review: 21 March 2023

By

Welcome to the first full day of Spring.  To open up this season of the year I'll update the Carson.  For additional information on the Sector BPI investing model check out this Seeking Alpha article.  I've been paying considerable attention to the … [Read more]

Gauss Portfolio Update: 19 March 2023

By

Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don't know how many readers are using the different models … [Read more]

Bullish Percent Indicators: 18 March 2023

By

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday's market action … [Read more]

Popular Posts

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts