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Recent Blog Entry

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 … [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

Portfolio Benchmarking: Looking Beyond Portfolio Returns

In the process of cleaning up this blog, I lost some critical posts and a few related to bench-marking.  Fortunately, I posted an important article on this subject over on Seeking Alpha. Here is the link … [Read More...]

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Copernicus Portfolio Review: 13 September 2024

September 13, 2024 By Lowell Herr

This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data.  This change impacted the Investment Account Portfolio (IAM) software so I don't have any way to download prices into that … [Read more]

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]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
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  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Portfolio Diversification: 6 June 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Kepler and Gauss 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

  • Bullish Percent Indicators: 25 August 2023
  • Bullish Percent Indicators: 15 April 2023
  • Reworking Pauling Portfolio: 20 November 2023
  • Huygens Asset Allocation Portfolio Update: 30 May 2024
  • Bohr Portfolio Review: 6 May 2025
  • Carson Portfolio Update: 10 April 2025
  • Rutherford Portfolio Review (Tranche 3): 14 June 2024
  • Expectancy
  • Retirement Planning Mistake #4
  • Copernicus Portfolio Update: 15 January 2026
  • Bullish Percent Indicators: 15 September 2023

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