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Recent Blog Entry

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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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

Kepler Portfolio Review: 23 January 2026

Kepler is the portfolio up for review this morning.  When you look over the asset allocations you will observe this portfolio is heading in a very conservative direction.  I am attempting to "recession proof" this account.  When this bull market fever breaks it will be difficult to keep any assets on the positive side with exception of gold. A number of ETFs will throw off dividends each month.  … [Read More...]

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Huygens Portfolio Update: 2 March 2026

March 2, 2026 By Lowell Herr Leave a Comment

We begin the month of March with an update of the Huygens.  The asset allocation model is a combination of equities for growth and income ETFs to provide some resistance should we see a major market draw-down.  Below I will explain how I am using … [Read more]

Dirac 2026 Portfolio Review: 27 February, 2026

March 2, 2026 By hedgehunter Leave a Comment

The objective of the Dirac Portfolio is to outperform the S&P 500 stocks, as represented by the SPY ETF, by rotating between sectors that make up the S&P 500 Index. Current analysis of the component sectors looks like this: with Buy or Hold … [Read more]

Darwin 2026 Portfolio Review: 27 February 2026

March 2, 2026 By hedgehunter Leave a Comment

It was another relatively uneventful week in the US Equity markets with the SPX (S&P 500 Index) remaining in the 6800-7000 consolidation range that it has now been in for ~3 months but with Fridays's weakness resulting in a ~0.4% drop from last … [Read more]

Einstein Recession Resistant Portfolio Review: 27 February 2026

February 27, 2026 By Lowell Herr Leave a Comment

Einstein is the last portfolio to be reviewed in February.  The current asset allocation is designed to be recession resistant while still providing some room for capital appreciation. The portfolio is not completely in balance, but should be in … [Read more]

Carson Portfolio Review: 26 February 2026

February 26, 2026 By Lowell Herr Leave a Comment

Rachel Carson is the portfolio up for review this morning.  As the oldest Sector BPI portfolio I look to this one to see if the sector hypothesis is working out according to plan.  Thus far the data is quite positive as readers and followers of the … [Read more]

Schrodinger Portfolio Update: 24 February 2026

February 24, 2026 By Lowell Herr Leave a Comment

We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog.  The Schrodinger has been operating for approximately 8.5 years.  I use a start date of 12/31/2021 in order to … [Read more]

Darwin 2026 Portfolio Review: 20 February 2026

February 23, 2026 By hedgehunter 3 Comments

US Equities continue their consolidation pattern in the 6800-7000 range of the SPX (S&P500 Index) with a 1.1% gain from last week's close: … [Read more]

Franklin Sector BPI Portfolio Update: 20 February 2026

February 20, 2026 By Lowell Herr Leave a Comment

Franklin is nearly 40 months old and still thriving as one of three Sector BPI portfolios.  Named after Rosalind Franklin, this portfolio is holding its own when compared to any of the six Internal Rate of Return (IRR) benchmarks and the Jensen … [Read more]

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Popular Posts

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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.

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