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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...]

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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

The Golden Rule of Investing

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.”  The operative word is early.  William J. Bernstein lays it out in stark language in his book, “ … [Read More...]

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Hawking Portfolio Review: 10 May, 2024

May 12, 2024 By hedgehunter

Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were "falling knives" that I tried to catch, sometimes unsuccessfully (ACRES - that I will say a little more … [Read more]

Kahneman-Tversky Portfolio Review: 10 May, 2024

May 12, 2024 By hedgehunter

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio using different lookback periods to measure momentum/relative strength in separate portions of the total portfolio. The Portfolio only has a choice of 3 assets from which to … [Read more]

Millikan Sector BPI Portfolio Review: 10 May 2024

May 11, 2024 By Lowell Herr

The Millikan Sector BPI portfolio is a continuation of support for this particular investing model.  This review includes nearly 1.5 years of data so it is not the youngest or the oldest Sector BPI portfolio.  Historical data is beginning … [Read more]

Rutherford Portfolio Review (Tranche 2): 10 May 2024

May 11, 2024 By hedgehunter

It was another bullish week in US equities with stocks ending ~1.8% higher than last week's close: This resulted in prices closing slightly outside the upper boundary of the tentative downtrend channel … [Read more]

Rutherford Portfolio Review (Tranche 1): 3 May 2024

May 5, 2024 By hedgehunter

US equities had another week of positive performance closing the week ~0.7% higher than last week's close. However, again, it was not a smooth ride with major gains coming on a ~1% gap up on Friday: We are still sitting near the top boundary … [Read more]

“Sell In May And Go Away”

May 2, 2024 By Lowell Herr

"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

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

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]

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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.

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.

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