ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

Gauss Portfolio Review: 29 April 2026

Yesterday the U.S. Equities market took quite a hit.  This morning stocks are down again.  What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market?  Check out this YouTube video.  If the video does not start at the beginning, … [Read More...]

Membership

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

Franklin Sector BPI Portfolio Review: 10 August 2023

Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone.  Not one sector is in this condition so there are no Buy recommendations.  The only remaining sector holding is Communications (VOX) as … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

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]

Returning To Investing Roots: 5 August 2024

August 4, 2024 By Lowell Herr

This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I've moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used … [Read more]

Rutherford Portfolio Review (Tranche 2): 2 August 2024

August 3, 2024 By hedgehunter

The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a … [Read more]

Rutherford Portfolio Review (Tranche 1): 26 July 2024

July 28, 2024 By hedgehunter

This week we saw a correction in the prices of US equities that has taken us down from highs at the ~5800 resistance level to the lower boundary of the bullish trend channel that started in April: Despite the 2-week pullback, we are still in a … [Read more]

Schrodinger Intelligent Portfolio Review: 25 July 2024

July 25, 2024 By Lowell Herr

This morning the easiest portfolio to manage is up for review.  Updating the Schrodinger, a Robo Advisor portfolio, is trivial as no buy-hold-sell decisions are required as this is all done by computer algorithms.  The Schrodinger was set up seven … [Read more]

Rutherford Portfolio Review (Tranche 4): 19 July 2024

July 21, 2024 By hedgehunter

US Equities saw a (predictable?) pullback over the past week closing down ~2% from last week's close: As suggested in last week's post the 5680 level in the SPX (S&P 500 Index) proved to provided significant resistance and we bounced off this … [Read more]

Rutherford Portfolio Review (Tranche 3): 12 July 2024

July 14, 2024 By hedgehunter

US Equities continued their climb to new all-time highs again this week with the SPX (S&P 500 Index) closing the week ~0.9% higher than last week's close: I am still anticipating that this ~5680 level will provide resistance although emotional … [Read more]

  • « Previous Page
  • 1
  • …
  • 23
  • 24
  • 25
  • 26
  • 27
  • …
  • 82
  • Next Page »

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Huygens, McClintock, Bethe 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.

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

  • Rutherford Portfolio Review (Tranche 1): 20 October 2023
  • Rutherford Portfolio Review (Tranche 2): 12 April 2024
  • Carson Portfolio Review: 9 January 2023
  • The Nasty Mathematics of Volatility
  • Rutherford Portfolio Review (Tranche 5): 21 April 2023
  • Bullish Percent Indicators: 14 June 2024
  • Schrodinger Portfolio Review: 29 January 2026
  • Pauling Asset Allocation Portfolio Review: 22 January 2025
  • Schrodinger Portfolio Review: 3 March 2025
  • Bullish Percent Indicators: 11 August 2023
  • Rutherford Portfolio Review (Tranche 3): 22 March 2024

Log in | Website Design by BOING