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Recent Blog Entry

Copernicus Portfolio Review: 14 October 2025

Copernicus is one of the better performing ITA portfolios.  Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security Holdings Below is the current security holdings within the Copernicus … [Read More...]

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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]

Critical Material

What Should I Do If I Sell My House or Come Into An Inheritance?

The answer to the above question of what to do with a sizable infusion of new cash has multiple answers.  This blog lays out one path for individuals fortunate enough to be faced with this question.  The following plan assumes one does not need this money for living expenses, … [Read More...]

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Rutherford Portfolio Review (Tranche 4): 8 November 2024

November 9, 2024 By hedgehunter 3 Comments

As investors we have to ignore the polititians and focus on the impact of policy on the markets. Obviously, Trump's victory is seen positively by the majority of investors as being good for the markets - at least for now. Last week I suggested that … [Read more]

Copernicus Portfolio Review: 8 November 2024

November 8, 2024 By Lowell Herr Leave a Comment

Copernicus is one of my favorite portfolios for young investors or someone who has a 15-year or longer investment horizon.  The philosophy behind the Copernicus is to invest in U.S. Equities and never sell unless there is an emergency.  Since the … [Read more]

Schrodinger Portfolio Review: 4 November 2024

November 4, 2024 By Lowell Herr Leave a Comment

Schrodinger is a portfolio I continually tout for investors not interested in spending time on their investment portfolio.  Schwab does it all using computer algorithms.  Answer a few questions, invest your money and Schwab will set up an Intelligent … [Read more]

Hawking Portfolio Review: 1 November, 2024

November 3, 2024 By hedgehunter 5 Comments

It has been three months since I last reviewed the Hawking Portfolio and it has continued to churn out over $1,000 per month in dividends/distributions. The portfolio is essentially a Buy-and-Hold portfolio, although some actions might be taken that … [Read more]

Rutherford Portfolio Review (Tranche 3): 1 November 2024

November 2, 2024 By hedgehunter Leave a Comment

It was a disappointing week everywhere in the markets with all the major asset classes showing negative returns: US Equities were in the middle of the list with prices dropping through the 5800 support/resistance zone in the SPX (S&P 500 Index) … [Read more]

Rutherford Portfolio Review (Tranche 2): 25 October 2024

October 27, 2024 By hedgehunter 3 Comments

It was a relatively quiet week in the US Equity markets with the SPX (S&P500 Index) pulling back a little to retest the support/resistance zone at ~5800: We are still in an uptrend but must wait to see whether we … [Read more]

Gauss Sector BPI Portfolio Review: 25 October 2024

October 25, 2024 By Lowell Herr Leave a Comment

Gauss is one of five portfolios currently using the Sector BPI investing model.  The other four are:  Carson, Franklin, McClintock, and Millikan.  To see how these portfolios are performing, check out this blog post.  These five portfolios were … [Read more]

Carson Sector BPI Portfolio Review: 23 October 2024

October 23, 2024 By Lowell Herr Leave a Comment

Carson is the oldest Sector BPI portfolio with a history of two years.  During this period there were a few buy/sell cycles, but insufficient to conclude this investing model merits anything other than "experimental" money.  The idea of buying when … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Bohr, Franklin, and Carson 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

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  • Carson Sector BPI Portfolio Review: 18 July 2025
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  • Investment Policy Statement: February 2022
  • Huygens Sector BPI Portfolio Review: 24 November 2023
  • Returning To Investing Roots: 5 August 2024

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