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Recent Blog Entry

Millikan Portfolio Review: 1 July 2025

While the Millikan portfolio is dated July 1, the information is primarily June data.  The Millikan portfolio is narrowly focused on four Exchange Traded Funds (ETFs).  As readers will see in a moment, I am deviating from the basic asset allocation recommendations as we have yet to … [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]

Critical Material

Dual Momentum Investing by Gary Antonacci

Dual Momentum is a combination of Relative Strength Momentum and Absolute Momentum.  Relative strength momentum compares the trend of one security with respect to another security.  Platinum members are familiar with this concept as we are always comparing the strength (price performance) of one ETF with another ETF.  Absolute … [Read More...]

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Happy New Year 2024

January 1, 2024 By Lowell Herr

  Happy New Year … [Read more]

Darwin Portfolio Review: 29 December 2023

December 31, 2023 By hedgehunter

At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4%  annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats … [Read more]

Rutherford Portfolio Review (Tranche 3): 29 December 2023

December 30, 2023 By hedgehunter

It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this … [Read more]

Bullish Percent Indicators: 29 December 2023

December 30, 2023 By Lowell Herr

Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model.  In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing.  Right now the market is very strong, … [Read more]

Merry Christmas 2023

December 25, 2023 By Lowell Herr

Merry Christmas … [Read more]

Rutherford Portfolio Review (Tranche 2): 22 December 2023

December 24, 2023 By hedgehunter

It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last … [Read more]

Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023

December 20, 2023 By Lowell Herr

Schwab's Intelligent Portfolio, the Schrodinger, is up for review today.  This portfolio was launched a number of years ago to answer the question, "Who Will Manage the Family Portfolio When I Die?"  Of the three portfolio investment strategies … [Read more]

Rutherford Portfolio Review (Tranche 1): 15 December 2023

December 16, 2023 By hedgehunter

Well, Santa sure pulled us through that strong resistance zone at ~4600 in the SPX (S&P 500 Index) and US equities closed the week up ~2.8% from last week's close after 2 weeks of sideways consolidation: … [Read more]

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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