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Recent Blog Entry

Questions To Ask Your Money Manager

  Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years.  The neighbor mentioned he has a money manager handle his investments.  When I have one of these conversations my mind begins to come up … [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]

Critical Material

Selecting Closed End Funds (CEFs)

Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio.  Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF Connect] is one … [Read More...]

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Bullish Percent Indicators: 23 August 2024

August 24, 2024 By Lowell Herr 5 Comments

Several weeks passed since I last posted any Bullish Percent Indicator (BPI) data.  No recommendations were forthcoming so it was not necessary to fill up the blog with useless data.  That changed this week as several sectors moved into the … [Read more]

Copernicus Portfolio Update: 22 August 2024

August 22, 2024 By Lowell Herr Leave a Comment

Copernicus is the portfolio scheduled for review this morning.  This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities.  The Copernicus is designed for young investors or someone … [Read more]

Rutherford Portfolio Review (Tranche 4): 16 August 2024

August 17, 2024 By hedgehunter 2 Comments

The bounce in equity prices continued this week as just about all the major asset classes continued to climb. US Equity prices hit the high end of the downtrend channel: Now we wait to see whether there is any follow-through from here or whether we … [Read more]

Kahneman-Tversky Portfolio Review: 9 August, 2024

August 11, 2024 By hedgehunter Leave a Comment

The Kahneman-Tversky Portfolio is the simplest portfolio that I review on this site and consists of a choice of one ETF from three options - two Equity ETFs (US or International) and one Bond ETF (Long Term US Treasuries). The only twist to the … [Read more]

Bullish Percent Indicators: 9 August 2024

August 11, 2024 By Lowell Herr 2 Comments

Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information.  This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone.  With the … [Read more]

Rutherford Portfolio Review (Tranche 3): 9 August 2024

August 10, 2024 By hedgehunter Leave a Comment

If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets - but, it was far from that, with a dramatic pullback on Monday followed by a full … [Read more]

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr Leave a Comment

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this … [Read more]

Hawking Portfolio Review: 2 August, 2024

August 5, 2024 By hedgehunter Leave a Comment

July dividend distrubutions are in and ~$1,000+ "Income" is available for re-investment since I don't need the "income". Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently … [Read more]

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Popular Posts

  • Schrodinger Portfolio Review: 11 April 2025
  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 17 April 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • Schrodinger Portfolio Review: 16 May 2025
  • Bullish Percent Indicators: 11 April 2025

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, 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

  • Retirement Planning Mistake #5
  • The One Page “Investment Book”
  • Schrodinger Portfolio Update: 6 October 2023
  • Rutherford Portfolio Review (Tranche 3): 23 February 2024
  • Millikan Sector BPI Portfolio Review: 10 May 2024
  • Tentative Asset Allocation Model
  • McClintock Portfolio Review: 16 August 2022
  • Hawking Portfolio Review: 10 January, 2023
  • Debunking Dividend Fallacies
  • Gauss Sector BPI Portfolio Review: 27 May 2024
  • Rutherford Portfolio Review (Tranche 3): 11 August 2023

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