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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

Franklin Portfolio Update: 6 August 2026

We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio.  As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different market sectors we use sector index ETFs for … [Read More...]

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Photographic Software Hints

August 29, 2022 By Lowell Herr

ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful.  Here are a few suggestions. I've been a Lightroom user from Version 1 on and it will be difficult to move away from … [Read more]

Using Rotation Data in an Investment Strategy Model

August 27, 2022 By hedgehunter

Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general … [Read more]

Bohr Portfolio Review: 24 August 2022

August 24, 2022 By Lowell Herr

Bohr is one of the growth-income portfolios that is essentially a passive portfolio.  Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio.  While the Kipling spreadsheet is used … [Read more]

McClintock Portfolio Review: 16 August 2022

August 16, 2022 By Lowell Herr

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing … [Read more]

Millikan Portfolio Review: 8 August 2022

August 8, 2022 By Lowell Herr

This week three different investing models are scheduled for review.  The Millikan, reviewed in this post, is known as a Relative Strength or Relative Momentum portfolio.  Later in the week I will update the Copernicus, a strictly U.S. Equity … [Read more]

Notification Test

July 25, 2022 By Lowell Herr

Notification test. This is a simple test to see if MailPoet, a new notification plugin is working.  Leave a comment if you received this notification.  You may first need to subscribe for notifications.  I think this plugin is setup so you can … [Read more]

Kepler Portfolio Review: 22 July 2022

July 22, 2022 By Lowell Herr

Kepler is one of several Relative Strength (RS) or Relative Momentum portfolios.  In addition, it continues to be one of the top performing portfolios tracked here at ITA Wealth Management.  Of the various investment models, RS models require more … [Read more]

Schrodinger Portfolio Review: 21 July 2022

July 21, 2022 By Lowell Herr

The often touted Schrodinger is again up for review.  I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models.  As a result, one can use the Schrodinger or a similar … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Portfolio Diversification: 6 June 2026

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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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Random Posts

  • Franklin Sector BPI Portfolio Review: 22 May 2024
  • Franklin Sector BPI Portfolio Update: 24 November 2025
  • Darwin Portfolio Review: 24 October 2025
  • Bullish Percent Indicators: 3 November 2023
  • Kepler CEF Portfolio Review: 28 July 2025
  • Bullish Percent Indicators: 27 January 2023
  • Tweaking Sector BPI Plus Investing Model: Part II
  • Dirac Portfolio Review: 4 August 2025
  • Rutherford Portfolio Review (Tranche 1): 5 April 2024
  • Portfolio Diversification: 6 June 2026
  • Another Reason To Prefer ETFs Over Mutual Funds

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