ITA Wealth Management

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...]

Membership

ITA Membership

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 Review: 30 June 2023

As one of four Sector BPI portfolios, the Franklin continues to benefit from the sector investing model.  Those benefits, while early in the hypothesis phase, are beginning to show promise as we can see from this data.  Since the last review or update the Industrial (VIS) was sold out of the Franklin as the TSLO was struck.  Since no sectors are currently in the oversold zone indicating a Buy, … [Read More...]

More Posts from this Category

Categories

Blog Archives

New Content Notification

By

Several readers contacted me about new blog post notifications.  New content was not reaching readers unless they logged into ITA Wealth Management. This post is a test of a new plugin to see if this note reaches ITA readers.  If you see this post … [Read more]

Where Did All The Posts Go?

By

If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct.  I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful.  I was doing … [Read more]

Reworking The Investment Quiver

By

With the majority of ITA portfolios currently recommending no new purchases, now is a good time to rework the investment quiver if you are not completely satisfied with either the Factors or Asset Classes that make up your portfolio.  Think through … [Read more]

Absolute Acceleration

By

Members occasionally ask for more information on how the the Absolute Acceleration value used in the Kipling SS's is calculated. This post should answer this question. The Calculation The intent of the absolute acceleration (AA) calculation is … [Read more]

Popular Posts

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.

This blog is free to all who signup as a Guest.

Random Posts