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Recent Blog Entry

Bohr Portfolio Review: 6 May 2025

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.  As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the unnecessary tariff wars. Bohr Security Holdings The Bohr currently … [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]

Passive vs. Active

Schrodinger Portfolio Review: 3 March 2025

We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab.  The Schrodinger is known by Schwab as an "Intelligent Portfolio."  It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on … [Read More...]

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Schrodinger Portfolio Review: 1 February 2024

February 1, 2024 By Lowell Herr Leave a Comment

February is here and it is time for the crocus to bloom in Oregon.  Early in any given month is an excellent time to review the Schrodinger as no decisions are required.  This is a Save & Watch style … [Read more]

Rutherford Portfolio Review (Tranche 3): 26 January 2024

January 28, 2024 By hedgehunter Leave a Comment

It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it's climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the … [Read more]

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr Leave a Comment

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. … [Read more]

Rutherford Portfolio Review (Tranche 2): 19 January 2024

January 23, 2024 By hedgehunter Leave a Comment

My apologies for being late with this post - I've moved to a new location and I've had a few problems with my new internet connection - but, this is real life and the issues we come across. Hopefully it doesn't have a significant impact on our … [Read more]

Bullish Percent Indicators: 19 January 2024

January 20, 2024 By Lowell Herr Leave a Comment

Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show.  Will the trends be bullish or bearish.  Based on a strong Friday market I anticipated a number of the indexes and sectors would … [Read more]

Rutherford Portfolio Review (Tranche 1): 12 January 2024

January 14, 2024 By hedgehunter 1 Comment

This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven't yet … [Read more]

Relative Portfolio Performance Data: 12 January 2024

January 13, 2024 By Lowell Herr Leave a Comment

Below is 24.5 months of date for the ITA portfolios I track.  This list does not include the portfolios managed and reported on by Hedgehunter.  The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as … [Read more]

Bullish Percent Indicators: 12 January 2024

January 13, 2024 By Lowell Herr Leave a Comment

This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call … [Read more]

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General Investment News

Portfolios coming up for review.  Carson, 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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