ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

Hawking Portfolio Review: 14 July 2025

The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate "Income" rather than to rely primarily on "growth" as required in more common equity portfolios.  Although there may be … [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]

Critical Material

Debunking Dividend Fallacies

While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject.  Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

“Sell In May And Go Away”

May 2, 2024 By Lowell Herr 1 Comment

"The exact provenance of the saying 'Sell in May and go way, don't come back until St Leger's Day' is unclear but a consensus has formed around the idea that it emerged due to stock market traders … [Read more]

Copernicus Portfolio Review: 1 May 2024

May 1, 2024 By Lowell Herr Leave a Comment

Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio.  All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or … [Read more]

Two Quarter Rotations of Sector BPI Performance: 29 April 2024

April 29, 2024 By Lowell Herr Leave a Comment

The purpose of this blog is to examine in more detail the performance of the eleven (11) Sector BPI portfolios by looking at performance over two quarter periods.  Beginning at the end of the second quarter of 2022 and ending on the first quarter of … [Read more]

Rutherford Portfolio Review (Tranche 4): 26 April 2024

April 27, 2024 By hedgehunter Leave a Comment

Although US equities closed up ~2.5% from last week's close it was not a smooth ride - with a bounce from last week's close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on … [Read more]

Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr Leave a Comment

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked … [Read more]

Rutherford Portfolio Review (Tranche 3): 19 April 2024

April 20, 2024 By hedgehunter Leave a Comment

It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing … [Read more]

Darwin Portfolio Review: 12 April, 2024

April 14, 2024 By hedgehunter 2 Comments

The Darwin Portfolio is an "All-Weather" portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% … [Read more]

Rutherford Portfolio Review (Tranche 2): 12 April 2024

April 13, 2024 By hedgehunter Leave a Comment

US Equities got slapped around a little this week and closed the week ~1.6% lower than last week's close: We are now sitting at the … [Read more]

  • « Previous Page
  • 1
  • …
  • 18
  • 19
  • 20
  • 21
  • 22
  • …
  • 72
  • Next Page »

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Closed End Funds (CEFs): 19 May 2025
  • Selecting Closed End Funds (CEFs)
  • Bullish Percent Indicators: 17 April 2025
  • Bullish Percent Indicators: 2 May 2025
  • Schrodinger Portfolio Review: 11 April 2025
  • Schrodinger Portfolio Review: 20 June 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Schrodinger Portfolio Review: 16 May 2025
  • Carson Sector BPI Portfolio Review: 4 January 2024

General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, 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.

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

Random Posts

  • Kahneman-Tversky Portfolio Review: 1 September, 2023
  • Schrodinger Portfolio Review: 11 August 2023
  • Rutherford Portfolio Review (Tranche 1): 20 September 2024
  • Carson Sector BPI Portfolio Review: 23 October 2024
  • Carson Sector BPI Portfolio Review: 4 January 2024
  • Pauling Asset Allocation Portfolio Review: 22 January 2025
  • Kahneman-Tversky Portfolio Review: 1 December, 2023
  • Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024
  • Rutherford Portfolio Review (Tranche 4): 23 June 2023
  • Bullish Percent Indicators: 24 November 2023
  • Portfolio Management When Facing Debt Limit Differences

Log in | Website Design by BOING