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Recent Blog Entry

Copernicus Portfolio Update: 12 February 2026

Copernicus, the all equity portfolio, is back for an update or review.  I've backed off from investing only in VOO or the S&P 500.  Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index.  Let one of the ten (10) sneeze … [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

Copernicus Portfolio Review: 2 June 2025

While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May.  Take that into consideration as you read this update.  As followers of this portfolio know, this is a passive portfolio that focuses on investing only in U.S. Equities and is limited to large-cap stocks that track the S&P 500.  Other than the Schrodinger, the Copernicus is one of the … [Read More...]

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Rutherford Portfolio Review (Tranche 1): 31 May 2024

June 4, 2024 By hedgehunter

Apologies for being late with this week's review, I had an emergency and had to go out of town for the weekend and only returned late last night. Last week was not a great week for US equities with the S&P Index closing the … [Read more]

Intelligent Portfolio – Schrodinger: 3 June 2024

June 3, 2024 By Lowell Herr

Before moving into the Schrodinger update, register as a Guest and wait to be elevated to the Platinum level if you wish to read all blog posts. Schrodinger is the Schwab Intelligent Portfolio up for review this morning.  As a reminder to new … [Read more]

Bullish Percent Indicators: 31 May 2024

June 1, 2024 By Lowell Herr

Friday's uptick near the market close was insufficient to counter the broad decline in the major indexes and sectors of U.S. Equities.  I assumed we might see a few sectors turn bullish based on the surge late Friday.  Not so.  Only one index and one … [Read more]

Huygens Asset Allocation Portfolio Update: 30 May 2024

May 30, 2024 By Lowell Herr

Huygens is one of three portfolio operating under the Asset Allocation investing model.  The other two are the Pauling and Schrodinger.  The Schrodinger is slightly different in that computers are used to manage the allocations. Only recently did I … [Read more]

Pauling Asset Allocation Portfolio Review: 29 May 2024

May 29, 2024 By Lowell Herr

Pauling is a recent Asset Allocation portfolio as performance has been a disappointment.  Thus the change.  If this Asset Allocation model does not show improvement over the next few months I'll recommend shifting this portfolio to a Schwab … [Read more]

Gauss Sector BPI Portfolio Review: 27 May 2024

May 27, 2024 By Lowell Herr

Sending best wishes to all readers on this Decoration Day. Gauss is the Sector BPI portfolio up for review.  This particularly portfolio is set up with an expanded investment quiver that includes developed international equities … [Read more]

Rutherford Portfolio Review (Tranche 4): 24 May 2024

May 25, 2024 By hedgehunter

It was not a good week for US Equities as the S&P 500 Index banged it's head against the 5300 barrier all week and closed ~0.2% lower than last weeks close: Prices are still in an uptrend channel and sitting near the all-time highs. It … [Read more]

Bullish Percent Indicators: 24 May 2024

May 25, 2024 By Lowell Herr

Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action.  The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets.  Keep … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Millikan and Franklin 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.

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