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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

Copernicus Portfolio Review: 19 December 2024

Keep it simple is the philosophy of the Copernicus portfolio.  Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency.  Keep cash levels low and expenses to a minimum.  One reason for including ESGV as part of the portfolio is to purchase shares if the remaining cash is around $100 or insufficient to purchase a share of either VTI or VOO. Copernicus Current … [Read More...]

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Bohr Portfolio Review: 18 February 2026

February 18, 2026 By Lowell Herr Leave a Comment

While the Bohr portfolio is an Asset Allocation style portfolio, the emphasis is more on generating income than focusing on growth.  As a result the Bohr is not one of the better performing portfolio when compared to any of the six benchmarks I track … [Read more]

Millikan Portfolio Review: 17 February 2026

February 17, 2026 By Lowell Herr Leave a Comment

Millikan is the Asset Allocation portfolio up for review this morning.  I added SCHD as another dividend oriented asset knowing there is overlap with VYM and VIG.  Dividends are used to keep asset classes in balance.  Since cash is at a premium and I … [Read more]

Dirac 2026 Portfolio Review: 13 February, 2026

February 16, 2026 By hedgehunter Leave a Comment

The objective of the Dirac portfolio is to try to beat the performance of the broader US Equity markets, as represented by SPY, by rotating holdings between sectors that comprise the benchmark. Currently holdings look like this: with seven of the … [Read more]

Darwin 2026 Portfolio Review: 13 February 2026

February 16, 2026 By hedgehunter Leave a Comment

US Equities continued consolidating in the 6800-7000 range in the SPX (S&P 500 Index) but closing ~1.3% lower than last week's close and near the bottom of the channel: … [Read more]

Copernicus Portfolio Update: 12 February 2026

February 12, 2026 By Lowell Herr 1 Comment

Copernicus, the all equity portfolio, is back for an update or review.  I've backed off from investing only in VOO or the S&P 500.  Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index.  Let one of the ten (10) sneeze and … [Read more]

Bethe Portfolio Review: 11 February 2026

February 11, 2026 By Lowell Herr Leave a Comment

Bethe is one of numerous Asset Allocation (AA) investing models tracked and managed here at Investment Trend Analysis (ITA).  While the Bethe is not fully in balance, the shares of the different ETFs are making their way toward the target … [Read more]

McClintock Sector BPI Portfolio Review: 10 February 2026

February 10, 2026 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  Last Friday the Information Technology sector dropped into the oversold zone so yesterday I purchased shares of VGT.  Of all the sectors, Technology is the most volatile and … [Read more]

Darwin 2026 Portfolio Review: 6 February 2026

February 9, 2026 By hedgehunter Leave a Comment

US Equities, as represented by the SPX (S&P 500 Index), lost ~0.2% on the week but continue to consolidate in the 6900-7000 range after falling below this range earlier in the week and recovering on Friday with support at the 6800 level and … [Read more]

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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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