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Dirac 2026 Portfolio Review: 4 September 2026

US Equities remain in a low volatility sideways consolidation mode that is not ideal for momentum investing but there has not been too much change in the analysis sheet for the Dirac sector portfolio file: Four of the five ETFs currently held in the portfolio remain with Buy recommendations with only XLP (Consumer Staples) signaling a Sell. Checking the Momentum/Acceleration graphs we see the … [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

Carson Sector BPI Portfolio Update: 19 June 2026

That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal.  The Carson Sector BPI portfolio is one of the oldest using this investing model and in the following blog post readers will see this management style is working better than expected. Over the past several weeks I've noticed an increase in sector … [Read More...]

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Darwin 2026: 2 January 2026

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I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list ("quiver") and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this … [Read more]

Gifting a Grandchild

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What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren?  To begin the discussion, assume the proposed gift is $25,000.  Should it be given as a lump sum or spread out over a period of … [Read more]

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