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Recent Blog Entry

Franklin Sector BPI Portfolio Update: 10 July 2026

Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog.  Investors interested in this model should follow the Carson and McClintock portfolios as well as this one.  In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum.  Check the Forum on a regular bases for up-to-date information. No … [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 Review: 3 March 2025

We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab.  The Schrodinger is known by Schwab as an "Intelligent Portfolio."  It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on July 31, 2017 so we are beginning to have a useful history.  I use 12/31/2021 as the launch date as several other … [Read More...]

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Schrodinger Portfolio Review: 4 November 2022

November 4, 2022 By Lowell Herr

Schrodinger is the portfolio up for review this morning.  I always enjoy updating this Robo Advisor account as it managed by computer.  I don't take responsibility for the ups and downs due to market volatility.  The Schrodinger is one of Schwab's … [Read more]

Carson Portfolio: Creating A New Investing Model – Sector BPI

November 3, 2022 By Lowell Herr

Coming sometime over the next two month is a new investing model.  I'll classify it as a Bullish Percent Indicator ETF Sector Model.  I've hinted at this approach from time to time, but have not laid out the investing strategy in detail.  I have no … [Read more]

Bohr Portfolio Review: 25 October 2022

October 25, 2022 By Lowell Herr

Bohr is the portfolio scheduled for review this morning.  This is a combination growth-income style portfolio where the income is primarily generated by Closed-End-Funds, much as you find in the Hawking and Huygens portfolios.  The first move when … [Read more]

McClintock Portfolio Review: 21 October 2022

October 21, 2022 By Lowell Herr

McClintock is the Dual Momentum™ portfolio scheduled for review today.  As one of the top performing ITA portfolios and current holdings in SCHP and BND, no changes are needed based on current recommendations.  When one of the DM portfolios comes up … [Read more]

Schrodinger Interim Update: 19 October 2022

October 20, 2022 By Lowell Herr

Today is not the regular scheduled day to review the Schrodinger.  However, I'm gearing up to post the performance spreadsheet of all ITA portfolios I track on this blog and I use the Schrodinger as a reference since it is a Robo Advisor portfolio … [Read more]

Copernicus Portfolio Review: 19 October 2022

October 19, 2022 By Lowell Herr

Copernicus is the portfolio on the dock for updating this morning.  While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices.  This is what the young investor needs to … [Read more]

Millikan Portfolio Review: 14 October 2022

October 15, 2022 By Lowell Herr

Having just returned from the Oregon Coast, I'm a tad behind in blog posts.  The Millikan was due to be posted earlier on Friday.  No harm done as the limit orders can be set at any time.  The Millikan is a Relative Momentum style portfolio and I … [Read more]

On1 Photo RAW Hints: 6 October 2022

October 6, 2022 By Lowell Herr

For ease of post-processing photographs, I find On1 Photo RAW and Luminar Neo to be among the easiest and most powerful tools available.  I recently canceled my subscription to Adobe as I found I was using Lightroom less and less.  If you love … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

General Investment News

Portfolios coming up for review.  Pauling, Einstein, 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

  • Huygens Portfolio Review: 9 February 2023
  • Portfolio Construction: Where to Begin?
  • Rutherford Portfolio Review (Tranche 3): 14 June 2024
  • Gauss Sector BPI Portfolio Review: 17 January 2024
  • Hawking Portfolio Review: 3 October, 2025
  • Millikan Preparation for 2026
  • Rutherford-Darwin Portfolio Review: 22 August 2025
  • Einstein Sector BPI Portfolio Review: 24 May 2024
  • Gauss Portfolio Review: 4 March 2025
  • Millikan Sector BPI Portfolio Review: 27 December 2024
  • Millikan Portfolio Review: 20 January 2023

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