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Recent Blog Entry

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

Bohr Portfolio Review: 29 November 2022

Bohr is one of two major growth-income portfolios.  The other is the Bethe.  The growth comes from investing in VTI, VEA, and VWO.  The income is generated from numerous Closed-End-Funds (CEFs).  In the first screenshot below the CEFs have a light gray background. What to do with all the cash is the major problem as we near the end of 2022.  This morning I set a number of limit orders, but am not … [Read More...]

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Carson Portfolio Review: 21 March 2023

March 21, 2023 By Lowell Herr

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

March 20, 2023 By Lowell Herr

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]

Rutherford Portfolio Review (Tranche 5): 17 March 2023

March 18, 2023 By hedgehunter

It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD  short-term uptrend channel and close to the top of a 2 SD longer term downtrend channel. There is … [Read more]

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr

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]

Franklin Portfolio Review: 16 March 2023

March 16, 2023 By Lowell Herr

Franklin is one of four Sector BPI portfolios tracked here at ITA.  This is a unique investment model not found elsewhere to my knowledge.  If you are following the Sector BPI method the other three portfolios are:  Carson, Gauss, and Millikan. What … [Read more]

Huygens Portfolio Review: 15 March 2023

March 15, 2023 By Lowell Herr

Even though CEFs have taken quite a hit recently, the Huygens continues to outperform the S&P 500 and when last updated ranked in the top quartile of the 15 portfolios tracked here at ITA.  How is the portfolio surviving in this volatile market?  … [Read more]

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term … [Read more]

Millikan Portfolio Update: 14 March 2023

March 14, 2023 By Lowell Herr

While the Millikan portfolio is the one I'll review this morning, this blog post goes into more detail with respect to Bullish Percent Indication graphs and Point and Figure (PnF) graphs for individual sector ETFs.  There may be some confusion and I … [Read more]

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General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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

  • Darwin Portfolio Review: 2 June 2023
  • Bethe Asset Allocation Portfolio Review: 25 February 2025
  • Rutherford Portfolio Review (Tranche 1): 17 February 2023
  • Bethe Portfolio Review: 25 August 2025
  • Franklin Sector BPI Portfolio Review: 23 March 2023
  • Franklin Sector Portfolio Update: 2 September 2026
  • Rutherford-Darwin Portfolio Review: 11 July 2025
  • Bullish Percent Indicators Recommend Change: 27 May 2023
  • Dirac 2026 Portfolio Review: 2 April 2026
  • Kepler Portfolio Review: 23 February 2024
  • Millikan Portfolio Review: 2 June 2026

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