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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

Copernicus Portfolio Update: 22 July 2026

Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities.  VOO was the primary ETF used for many months.  With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance.  The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [Read More...]

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Kepler Asset Allocation Portfolio Review: 30 April 2026

April 30, 2026 By Lowell Herr 1 Comment

"The Kepler Asset Allocation Portfolio Review as of April 30, 2026, highlights the ongoing impacts of financial repression on investment strategies. In this environment, traditional asset classes exhibit altered risk-return profiles, necessitating a … [Read more]

Financial Repression: Part II

April 29, 2026 By Lowell Herr Leave a Comment

Financial Repression.  What is it? "Financial repression is a set of government policies—such as interest rate caps, capital controls, and bank regulations—that channel household savings into funding government debt at below-market rates. It acts as … [Read more]

Gauss Portfolio Review: 29 April 2026

April 29, 2026 By Lowell Herr Leave a Comment

Yesterday the U.S. Equities market took quite a hit.  This morning stocks are down again.  What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market?  Check out this YouTube video.  If the video does not start … [Read more]

Financial Repression: Part 1

April 28, 2026 By Lowell Herr 18 Comments

This series on Financial Repression may be the most important blogs I have posted over the past 18+ years.  Keep in mind that I am not providing financial advice.  That is a major disclaimer.  Rather I am telling readers what I am learning and how I … [Read more]

Dirac 2026 Portfolio Review: 24 April 2026

April 27, 2026 By hedgehunter Leave a Comment

It is a difficult time to be managing the Dirac Portfolio using a momentum model since we are not, currently, in a strong trending environment and we have little diversification to separate the assets in our quiver - all of which reside in the US … [Read more]

Copernicus Portfolio Update: 27 April 2026

April 27, 2026 By Lowell Herr 1 Comment

The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis.  I've deviated from that original plan slightly as the current market is … [Read more]

Darwin 2026 Portfolio Review: 24 April 2026

April 26, 2026 By hedgehunter 1 Comment

Although US equity markets were a little jittery (read volatile) over the last week it was essentially a period of consolidation with the SPX (S&P 500 Index) making more new highs and closing the week ~0.6% higher than last week's close: … [Read more]

Carson Sector BPI Portfolio Update: 23 April 2026

April 23, 2026 By Lowell Herr 1 Comment

Carson is one of three portfolios using the Sector BPI investing model.  When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios.  Just another reminder as to how well … [Read more]

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Popular Posts

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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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Random Posts

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  • Rebalancing Asset Allocation Portfolios: 12 March 2025
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  • Copernicus Portfolio Review: 15 August 2025
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