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Recent Blog Entry

Copernicus Portfolio Update: 27 April 2026

The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis.  I've deviated from that original plan slightly as the current market is overvalued or as we say, overbought.  However, … [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]

Sector BPI

Carson Sector BPI Portfolio Review: 28 October 2023

  Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI portfolio.  The Carson is the oldest Sector BPI … [Read More...]

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Blog Archives

Bullish Percent Indicators: 23 August 2024

August 24, 2024 By Lowell Herr

Several weeks passed since I last posted any Bullish Percent Indicator (BPI) data.  No recommendations were forthcoming so it was not necessary to fill up the blog with useless data.  That changed this week as several sectors moved into the … [Read more]

Copernicus Portfolio Update: 22 August 2024

August 22, 2024 By Lowell Herr

Copernicus is the portfolio scheduled for review this morning.  This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities.  The Copernicus is designed for young investors or someone … [Read more]

Rutherford Portfolio Review (Tranche 4): 16 August 2024

August 17, 2024 By hedgehunter

The bounce in equity prices continued this week as just about all the major asset classes continued to climb. US Equity prices hit the high end of the downtrend channel: Now we wait to see whether there is any follow-through from here or whether we … [Read more]

Kahneman-Tversky Portfolio Review: 9 August, 2024

August 11, 2024 By hedgehunter

The Kahneman-Tversky Portfolio is the simplest portfolio that I review on this site and consists of a choice of one ETF from three options - two Equity ETFs (US or International) and one Bond ETF (Long Term US Treasuries). The only twist to the … [Read more]

Bullish Percent Indicators: 9 August 2024

August 11, 2024 By Lowell Herr

Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information.  This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone.  With the … [Read more]

Rutherford Portfolio Review (Tranche 3): 9 August 2024

August 10, 2024 By hedgehunter

If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets - but, it was far from that, with a dramatic pullback on Monday followed by a full … [Read more]

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this … [Read more]

Hawking Portfolio Review: 2 August, 2024

August 5, 2024 By hedgehunter

July dividend distrubutions are in and ~$1,000+ "Income" is available for re-investment since I don't need the "income". Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Kepler 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

  • Bullish Percent Indicators: 21 November 2025
  • Rutherford Portfolio Review (Tranche 1): 30 June 2023
  • Carson Portfolio Review: 26 February 2026
  • Pauling Asset Allocation Portfolio Review: 22 January 2025
  • Copernicus Portfolio Update: 12 February 2026
  • Kepler Portfolio Update: 19 December 2025
  • Retirement Planning Mistake #10
  • Franklin Sector BPI Portfolio Review: 12 May 2023
  • Bullish Percent Indicators: 13 January 2023
  • Rutherford Portfolio Review (Tranche 1): 20 October 2023
  • Carson Sector BPI Portfolio Review: 2 September 2025

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