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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

Schrodinger Portfolio Update: 2 December 2024

November was an excellent month for the Schrodinger as it increased more than 5% during this period.  For new readers to the ITA blog, the Schrodinger is based with Schwab and is known as an Intelligent Portfolio.  I refer to this type of portfolio as a Robo Advisor portfolio as it is managed by a computer or a set of algorithms based on information provided by the investor.  Age of the investor … [Read More...]

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Bullish Percent Indicators: 7 April 2023

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There was brief action this week as Staples (VDC) moved into the over-bought zone on Wednesday.  Thursday's market action moved the BPI percentage back into the neutral zone.  Since none of the four Sector BPI portfolios were holding any shares of … [Read more]

Copernicus Portfolio Review: 6 April 2023

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Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will recall, the Copernicus is … [Read more]

McClintock Portfolio Review: 4 April 2023

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McClintock is one of two Dual Momentum™ portfolios tracked here at ITA.  The other is the Pauling.  Based on current data, we have a new recommendation this morning as the DM model recommends International Equities.  To include Emerging Market … [Read more]

Bullish Percent Indicators: 31 March 2023

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Bullish Percent Indicators ended the month of March on an uptick.  Every major index and sector is bullish.  Only Real Estate remains over-sold with 30% bullish.  It appears as if we now are in a "quiet" period for Sector BPI management as cash is … [Read more]

Gauss Sector BPI Update: 31 March 2023

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Updating the sector BPI data this morning revealed that only Real Estate remains in the over-sold zone.  Sectors that were over-sold last weekend have since moved above the 30% bullish line.  With little cash remaining in the Gauss coffer I squeezed … [Read more]

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