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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

Darwin Portfolio Review: 5 December 2025

US Equities continued their slow drift higher on average volume this week, with the SPX (S&P 500 Index) closing the week ~0.3% higher than last weeks close and ~ 50 points below the all-time highs reached on 29 October : … [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

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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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