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Recent Blog Entry

McClintock Sector BPI Portfolio Review: 15 December 2025

McClintock is the Sector BPI portfolio up for review this morning.  The three Sector BPI portfolios are investment models unique to the ITA blog.  For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently … [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]

Critical Material

The Golden Rule of Investing

The Golden Rule of Investing is simply, “Save as much as you can as early as you can.”  The operative word is early.  William J. Bernstein lays it out in stark language in his book, “ … [Read More...]

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Copernicus Portfolio Review: 1 May 2024

May 1, 2024 By Lowell Herr

Copernicus is an example portfolio designed for young folks who have little or no time to manage an investment portfolio.  All that is required is to open up a broker account, set up monthly deposits, and then log in and purchase shares in one or … [Read more]

Two Quarter Rotations of Sector BPI Performance: 29 April 2024

April 29, 2024 By Lowell Herr

The purpose of this blog is to examine in more detail the performance of the eleven (11) Sector BPI portfolios by looking at performance over two quarter periods.  Beginning at the end of the second quarter of 2022 and ending on the first quarter of … [Read more]

Rutherford Portfolio Review (Tranche 4): 26 April 2024

April 27, 2024 By hedgehunter

Although US equities closed up ~2.5% from last week's close it was not a smooth ride - with a bounce from last week's close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on … [Read more]

Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked … [Read more]

Rutherford Portfolio Review (Tranche 3): 19 April 2024

April 20, 2024 By hedgehunter

It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing … [Read more]

Darwin Portfolio Review: 12 April, 2024

April 14, 2024 By hedgehunter

The Darwin Portfolio is an "All-Weather" portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% … [Read more]

Rutherford Portfolio Review (Tranche 2): 12 April 2024

April 13, 2024 By hedgehunter

US Equities got slapped around a little this week and closed the week ~1.6% lower than last week's close: We are now sitting at the … [Read more]

Kahneman-Tversky Portfolio Review: 5 April, 2024

April 7, 2024 By hedgehunter

The Kahneman-Tversky Portfolio is the simplest Dual Momentum Portfolio that I review here on this site and selects only one asset chosen from a choice between three of the major asset classes - VTI (US Equities), VEA (International Equities) or US … [Read more]

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General Investment News

Portfolios coming up for review.  McClintock, Millikan, Copernicus, Huygens, and Kepler 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.

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