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Recent Blog Entry

Millikan Portfolio Review: 2 June 2026

The Millikan portfolio is the second of five portfolios to be reviewed and updated this week.  Once more the broad equities market is up slightly as I write this blog.  As readers will see in the first screenshot, I am patiently waiting for better buying opportunities as … [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]

Sector BPI

Franklin Sector BPI Portfolio Review: 14 April 2026

Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning.  This is one of three portfolio using the Sector BPI investing model.  New readers to the ITA blog may find this management style of interest as it is showing to be … [Read More...]

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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]

Rutherford Portfolio Review (Tranche 4): 16 August 2024

August 17, 2024 By hedgehunter

The bounce in equity prices continued this week as just about all the major asset classes continued to climb. US Equity prices hit the high end of the downtrend channel: Now we wait to see whether there is any follow-through from here or whether we … [Read more]

Kahneman-Tversky Portfolio Review: 9 August, 2024

August 11, 2024 By hedgehunter

The Kahneman-Tversky Portfolio is the simplest portfolio that I review on this site and consists of a choice of one ETF from three options - two Equity ETFs (US or International) and one Bond ETF (Long Term US Treasuries). The only twist to the … [Read more]

Bullish Percent Indicators: 9 August 2024

August 11, 2024 By Lowell Herr

Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information.  This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone.  With the … [Read more]

Rutherford Portfolio Review (Tranche 3): 9 August 2024

August 10, 2024 By hedgehunter

If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets - but, it was far from that, with a dramatic pullback on Monday followed by a full … [Read more]

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]

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General Investment News

Portfolios coming up for review.  Gauss, Millikan, Huygens, Bethe and McClintock 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

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  • Franklin Portfolio Update With A Bard Example: 12 April 2023
  • Rutherford-Darwin Portfolio Review: 17 January 2025
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  • Bullish Percent Indicators: 11 August 2023
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  • Rutherford Portfolio Review (Tranche 1): 20 October 2023

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