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Recent Blog Entry

ChatGPT Summary of ITA Wealth Management Blog

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched … [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

Retirement Planning Mistake #5

This celestial object looks like a delicate butterfly. But it is far from serene. What resemble dainty butterfly wings are actually roiling cauldrons of gas heated to nearly 20 000 degrees Celsius. The gas is tearing across space at more than 950 000 kilometres per hour — fast enough to … [Read More...]

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Rutherford Portfolio Review (Tranche 1): 28 June 2024

June 29, 2024 By hedgehunter Leave a Comment

US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week's close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on … [Read more]

Schrodinger Intelligent Portfolio Update: 28 June 2024

June 29, 2024 By Lowell Herr Leave a Comment

Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open.  That is not the case with the Schrodinger as I don't make the management decisions.  … [Read more]

Carson Sector BPI Portfolio Review: 28 June 2024

June 28, 2024 By Lowell Herr Leave a Comment

This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update.  As the oldest Sector BPI portfolio the Carson is also a top performing portfolio.  As one of several portfolio using the Sector BPI investing approach … [Read more]

Rutherford Portfolio Review (Tranche 4): 21 June 2024

June 23, 2024 By hedgehunter Leave a Comment

US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it's upward trend: However, the index seemed to find resistance at the psychological 5500 "round" number level - so we will have to wait to see … [Read more]

Sector BPI Millikan Portfolio Update: 14 June 2024

June 17, 2024 By Lowell Herr

If you have been looking for portfolio updates over the past week and saw little action, I took a few days off for a trip to Southern California.  Now back from that trip, expect to see quite a bit of action as I update a number … [Read more]

Rutherford Portfolio Review (Tranche 3): 14 June 2024

June 16, 2024 By hedgehunter

It was another bullish week in US equities with stocks continuing their slow climb to new highs: In terms of relative strength, compared with other major asset classes, US equities again came in close to the top of the list, although long term … [Read more]

Bullish Percent Indicators: 14 June 2024

June 15, 2024 By Lowell Herr

Bullish Percent Indicators were mixed this week.  Both major indexes (NYSE and NASDAQ) declined in the number of bullish stocks.  Large tech stocks performed well as we see improvement in the NASDAQ 100.  We do not see broad strength in the U.S. … [Read more]

If Starting Over

June 10, 2024 By Lowell Herr

What advice would I pass on to a beginning investor?  Is this advice applicable for a retired investor?  You be the judge. Investing does not require a finance degree from the University of Chicago.  For starters, check out this video to see just … [Read more]

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General Investment News

Portfolios coming up for review.  Huygens and Schrodinger 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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