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Recent Blog Entry

Franklin Sector BPI Portfolio: 12 June 2026

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two authors of interest.  They are: Jeremy Du … [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]

Portfolio Management

Darwin Portfolio Review: 1 December 2023

The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it's time to take a look at how it has been performing in that … [Read More...]

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Millikan Sector BPI Portfolio Review: 6 September 2024

September 6, 2024 By Lowell Herr

Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone.  None made this move so there are no recommendations to purchase any sectors or sector ETFs.  Of the overbought sectors, TSLOs are … [Read more]

Rutherford Portfolio Review (Tranche 2): 30 August 2024

September 2, 2024 By hedgehunter

It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) … [Read more]

Pauling Asset Allocation Portfolio: 29 August 2024

August 29, 2024 By Lowell Herr

Pauling is one of numerous Asset Allocation (AA) portfolios.  I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio.  I am also returning to the root of my investing … [Read more]

Carson Sector BPI Portfolio Review: 29 August 2024

August 28, 2024 By Lowell Herr

The oldest Sector BPI portfolio is up for review this morning.  Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio.  It was only a short time … [Read more]

Schrodinger Portfolio Review: 26 August 2024

August 26, 2024 By Lowell Herr

Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio.  In this review I will go over the current holdings, performance data, and risks involved.  ITA readers know that I advocate both security diversification … [Read more]

Rutherford Portfolio Review (Tranche 1): 23 August 2024

August 25, 2024 By hedgehunter

It has been a wild month in the US Equity markets with significant volatility - but we are currently back near the all-time highs that we saw in July: The range that we have seen in in the last few weeks … [Read more]

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]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Portfolio Hedging
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Schrodinger Portfolio Update: 17 April 2026

General Investment News

Portfolios coming up for review.  Kepler, Schrodinger, Bohr and Franklin 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.

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Random Posts

  • Rutherford-Darwin Portfolio Review: 14 February 2025
  • Rutherford Portfolio Review (Tranche 1): 23 August 2024
  • Darwin Portfolio Review: 6 January 2023
  • Carson Sector BPI Portfolio Review: 2 September 2025
  • Schrodinger Portfolio Review: 5 June 2025
  • Bullish Percent Indicators: 18 August 2023
  • Rutherford Portfolio Review (Tranche 1): 17 February 2023
  • Tactical Asset Allocation: Does It Make Sense?
  • Millikan Portfolio Review: 25 July 2025
  • Bullish Percent Indicators: 24 February 2023
  • Kahneman-Tversky Portfolio Review: 3 March 2023

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