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Recent Blog Entry

Darwin 2026 Portfolio Review: 21 August 2026

US markets took a break this week with no new all-time highs: The SPX (S&P 500 Index) has pulled back ~1.5% to test previous highs at ~7620 and we will wait to see whether this previous resistance (now potential support) level holds and we continue in the bullish uptrend channel or whether we pullback further to test the prior support level at ~7200. Relative to other major asset classes … [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]

Portfolio Management

Kahneman-Tversky Portfolio Review: 7 June, 2024

The Kahneman-Tversky (K-T) Portfolio is a simple Dual Momentum Portfolio that is split between two lookback period options over which "momentum", or Relative Strength, is measured. The Kahneman portion of the portfolio uses a single long-term lookback period of 252 trading days (12 months) and reacts slowly to changes in "momentum". The Tversky portion uses a combination of 2 shorter look-back … [Read More...]

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Bohr Portfolio Review: 23 December 2025

December 23, 2025 By Lowell Herr Leave a Comment

Rebuilding the Bohr portfolio is the primary concern for this account.  As readers will soon see, the Bohr is a classic asset allocation portfolio built around U.S. and International Equities.  Sprinkled in are a few low volatile ETFs. … [Read more]

Gauss Portfolio Update: 22 December 2025

December 22, 2025 By Lowell Herr Leave a Comment

Gauss is the portfolio up for review this morning and it is undergoing a few asset allocation adjustments.  Gauss is one of the better performing portfolios, due in part to no withdrawals since inception a number of years ago.  In addition to no … [Read more]

Darwin Portfolio Review: 19 December 2025

December 21, 2025 By hedgehunter 2 Comments

It looked like being a down week in the US equity markets until a late surge on Friday lifted the SPX (S&P 500 Index) back into the 6700-6900 range where it has been consolidating for a few weeks: … [Read more]

Kepler Portfolio Update: 19 December 2025

December 19, 2025 By Lowell Herr Leave a Comment

Kepler is the portfolio up for review this morning.  Major asset allocation changes are coming to the Kepler for two reasons.  1) The portfolio has been a poor performer.  Therefore adjustments are appropriate  2) The new asset allocation model is … [Read more]

Huygens Portfolio Update: 18 December 2025

December 18, 2025 By Lowell Herr Leave a Comment

Huygens is the asset allocation portfolio up for review this morning.  This portfolio is set up to "resist" taking too big a hit when the correction or recession sets in sometime over the next 12 to 18 months.  A correction or recession is certainly … [Read more]

Millikan Portfolio Review: 16 December 2025

December 16, 2025 By Lowell Herr Leave a Comment

Millikan is the asset allocation portfolio up for review this morning.  In preparation for a possible correction or recession, I shifted the asset allocation so the portfolio holds a higher percentage of ETFs to those that have lower annualized … [Read more]

McClintock Sector BPI Portfolio Review: 15 December 2025

December 15, 2025 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  The three Sector BPI portfolios are investment models unique to the ITA blog.  For more information on this model, go to the Categories menu found in the right sidebar and look for … [Read more]

Darwin Portfolio Review: 12 December 2025

December 14, 2025 By hedgehunter Leave a Comment

As we wind down a year that has been generally bullish, following the 20%+ pullback in prices resulting from reactions to the tariff scare in March, we are consolidating near all-time highs in the SPX (S&P 500 Index) with resistance being seen at … [Read more]

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Portfolios coming up for review.  Kepler, McClintock, Huygens, and Bohr 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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