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Recent Blog Entry

Franklin Sector BPI Portfolio: 12 June 2026

One of the youngest Sector BPI portfolios is up for review this morning.  Franklin is one of three Sector BPI portfolios managed here at ITA.  All are excellent performers.  Readers interested in Point and Figure (PnF) market movements will find two authors of interest.  They are: Jeremy Du … [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

Schrodinger Portfolio Update: 3 July 2023

The Schrodinger is an Intelligent Portfolio based at Schwab.  At least this is how Schwab identifies portfolios managed by computer.  I think of this investing style as Robo Advisor portfolios.  Regardless, this type of investment is as easy as … [Read More...]

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Rutherford Portfolio Review (Tranche 4): 16 August 2024

August 17, 2024 By hedgehunter

The bounce in equity prices continued this week as just about all the major asset classes continued to climb. US Equity prices hit the high end of the downtrend channel: Now we wait to see whether there is any follow-through from here or whether we … [Read more]

Kahneman-Tversky Portfolio Review: 9 August, 2024

August 11, 2024 By hedgehunter

The Kahneman-Tversky Portfolio is the simplest portfolio that I review on this site and consists of a choice of one ETF from three options - two Equity ETFs (US or International) and one Bond ETF (Long Term US Treasuries). The only twist to the … [Read more]

Bullish Percent Indicators: 9 August 2024

August 11, 2024 By Lowell Herr

Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information.  This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone.  With the … [Read more]

Rutherford Portfolio Review (Tranche 3): 9 August 2024

August 10, 2024 By hedgehunter

If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets - but, it was far from that, with a dramatic pullback on Monday followed by a full … [Read more]

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this … [Read more]

Hawking Portfolio Review: 2 August, 2024

August 5, 2024 By hedgehunter

July dividend distrubutions are in and ~$1,000+ "Income" is available for re-investment since I don't need the "income". Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently … [Read more]

Returning To Investing Roots: 5 August 2024

August 4, 2024 By Lowell Herr

This ITA Wealth Management blog has been chugging along for approximately 16.5 years.  Over the last few months I've moved several portfolios back to what I call my investing roots or what is known as the Asset Allocation model.  While I loosely used … [Read more]

Rutherford Portfolio Review (Tranche 2): 2 August 2024

August 3, 2024 By hedgehunter

The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Kepler, Schrodinger, Bohr 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.

Random Posts

  • Copernicus Portfolio Update: 12 February 2026
  • Bullish Percent Indicators: 6 January 2023
  • Hawking Portfolio Review: 2 August, 2024
  • Rutherford Portfolio Review (Tranche 3): 12 July 2024
  • Darwin Portfolio Review: 5 May 2023
  • Hawking Portfolio Review: 2 June 2023
  • Carson Portfolio Review: 20 February 2023
  • Beta: A Brief Description
  • Franklin Sector BPI Portfolio Update: 8 July 2023
  • Huygens Portfolio Review: 13 May 2025
  • Copernicus Portfolio Review: 2 June 2025

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