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Recent Blog Entry

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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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

Bohr Asset Allocation Portfolio Review: 20 December 2024

Sending all readers a Merry Christmas.  This will be a slow week for blog writing as only Kepler and Millikan are scheduled for reviews.  This update of the Bohr portfolio will not show much action other than a limit order was struck to sell shares of VEA.  I plan to rebuild VEA, but only if the prices drop further. … [Read More...]

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Questions To Ask Before You Hire A Professional Money Manager

August 25, 2013 By Lowell Herr

What To Look For When Selecting A Money Manager In The Investment Answer, authors Daniel Goldie and Gordon Murray pose five critical decisions facing investors.  Decision #1 is - The Do-It-Yourself Decision.  Will you manage your own portfolio or … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Bohr Portfolio Review: 7 July 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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

  • Huygens Asset Allocation Portfolio Review: 6 January 2026
  • Bullish Percent Indicators: 16 February 2024
  • Schrodinger Portfolio Review: 11 April 2025
  • Huygens Sector BPI Portfolio Review: 12 March 2024
  • Schrodinger Portfolio Review: 11 January 2023
  • Gauss Portfolio Review: 31 January 2023
  • Carson Sector BPI Portfolio Review: 30 April 2024
  • Rutherford-Darwin Portfolio Review: 9 May 2025
  • Hawking Portfolio Review: 1 August 2025
  • Einstein Asset Allocation Portfolio Review: 2 April 2025
  • Kepler Asset Allocation Portfolio Review: 30 April 2026

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