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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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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 One Page “Investment Book”

How to simplify investing is a clarion call from many investors who are either busy working, have little interest in investing, or are very young with minimal experience.  In an effort to respond to this frequent request, I set out to condense an investing model into a few words.  This … [Read More...]

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Bullish Percent Indicators: 15 December 2023

December 15, 2023 By Lowell Herr

Bullish Percent Indicators (BPI) as shown in the following two tables provides a broad behavioral view of the U.S. Equities market.  The second table breaks the market into its eleven different sectors and it is that data we use to manage the Sector … [Read more]

Analyzing Sector Investing Model Sector By Sector: 13 December 2023

December 14, 2023 By Lowell Herr

How well is the Sector BPI investing model performing is a cogent question?  Carson is the oldest portfolio using this investing model and it is less than two years old.  Other portfolios were gradually switched to this model as the data began to … [Read more]

Copernicus Update: 11 December 2023

December 11, 2023 By Lowell Herr

Next to the Schrodinger portfolio the Copernicus is the easiest to manage.  In addition, the Copernicus is the top performer so that tells us something.  Keep it simple.  With the Schrodinger, all one does is electronically transfer money from a … [Read more]

Rutherford Portfolio Review (Tranche 4): 8 December 2023

December 10, 2023 By hedgehunter

It was the second straight week of trading in a narrow (~50 point) range and below the important 4600 level in the S&P 500 US Equity index (SPX) although the index did move slightly through the prior pivot high … [Read more]

Hawking Portfolio Review: 1 December 2023

December 4, 2023 By hedgehunter

The Hawking Portfolio is another portfolio that I haven't reviewed for some time (4 months) - so it's about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn't require much … [Read more]

Kahneman-Tversky Portfolio Review: 1 December, 2023

December 4, 2023 By hedgehunter

The Kahneman-Tversky (K-T) Portfolio is another simple portfolio that requires very little attention and few adjustments. No adjustments have been made in the past 3 months since the last review on this site. Performance to date looks like … [Read more]

Darwin Portfolio Review: 1 December 2023

December 4, 2023 By hedgehunter

The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it's time to take a look at how it has been performing in that … [Read more]

Rutherford Portfolio Review (Tranche 3): 1 December 2023

December 3, 2023 By hedgehunter

Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time … [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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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