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Recent Blog Entry

Darwin 2026 Portfolio Review: 10 July 2026

US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [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

Rutherford Portfolio Review (Tranche 1): 25 August 2023

It was a rather confusing week in US equity markets with the SPX (S&P 500 Index) closing up ~0.8% over last week's close: However, Thursday was a strong down day and it may be that the apparent early week strength was a bit of a "head fake".  A bullish day on Friday following Thursday's weakness was not too convincing so we will have to see whether we see a retest of the 4300 level or whether … [Read More...]

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Copernicus Portfolio Review: 14 November 2025

November 14, 2025 By Lowell Herr Leave a Comment

As you move through this update of the Copernicus, don't neglect to listen to the video linked at the bottom of the page.  There are other YouTube videos also explaining the seven stages that align before a major market draw-down.  Since the … [Read more]

Pauling Portfolio Review: 13 November 2025

November 13, 2025 By Lowell Herr Leave a Comment

Pauling is one of several portfolios recently converted to the Asset Allocation management model.  While the assets may vary slightly from portfolio to portfolio, the general management model is the same.  Select Exchange Traded Funds (ETFs) that … [Read more]

McClintock Sector BPI Portfolio Review: 11 November 2025

November 11, 2025 By Lowell Herr Leave a Comment

The McClintock is positioned much the same as it was last month.  Materials and Consumer Staples are the sectors of interest.  Several other sectors dipped into the 30% bullish zone and I set some limit orders to purchase one-half the target … [Read more]

Einstein Asset Allocation Portfolio Review: 10 November 2025

November 10, 2025 By Lowell Herr Leave a Comment

No immediate changes are recommended for the Einstein as there are no Buy recommendations.  Available cash is invested in short-term treasuries or SHV. … [Read more]

Darwin Portfolio Review: 7 November 2025

November 10, 2025 By hedgehunter Leave a Comment

US equities lost a little ground this week with the SPX (S&P 500 Index) closing ~2% lower than last week's close: … [Read more]

Gauss Asset Allocation Portfolio Review: 7 November 2025

November 7, 2025 By Lowell Herr Leave a Comment

Gauss is another portfolio using the Asset Allocation Model of investing.  This has been a brutal week for U.S. Equities as the S&P 500 is down another one percentage point as I write this blog.  We may be near the beginning of a market … [Read more]

Millikan Asset Allocation Portfolio Review: 6 November 2025

November 6, 2025 By Lowell Herr Leave a Comment

Millikan is one of several asset allocation portfolios.  The diversification is a tad more expansive in that the Millikan holds a few shares of GLD and BTCO.  As the various asset classes approach their target percentages, the goal for the Millikan … [Read more]

Bethe Asset Allocation Portfolio Update: 4 November 2025

November 4, 2025 By Lowell Herr Leave a Comment

Bethe is the portfolio up for review this morning.  This portfolio is constructed primarily of equity ETFs and as such is taking a hit this morning.  Is this the draw-down we have expected for months or only a momentary pause?  To be determined over … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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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Random Posts

  • Rutherford Portfolio Review (Tranche 2): 16 February 2024
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  • Carson Sector BPI Portfolio Review: 25 March 2026
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  • Millikan Sector BPI Portfolio Review: 30 March 2023
  • Rutherford Portfolio Review (Part 2 – Options): 6 January 2025
  • Bullish Percent Indicators: 20 October 2023
  • Millikan Portfolio Review: 16 December 2025
  • McClintock Portfolio Review: 21 October 2022
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  • Rutherford-Darwin Portfolio Review: 13 June, 2025

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