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Recent Blog Entry

Portfolio Diversification: 6 June 2026

What to make of Friday's sell off?  Hi Tech took a hit last Friday, but the broad market is still bullish based on the Bullish Percent Indicator (BPI) for the NYSE. These mixed signals are confusing at best.  This next week, as well as the … [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]

Sector BPI

Carson Sector BPI Plus Portfolio Review: 1 May 2023

Other than this being the first day of the month, this review or update of the Carson is an interesting one as Discretionary (VCR) was sufficiently close to a sale that I purged the Carson of this ETF.  Telecom is still oversold … [Read More...]

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Rutherford Portfolio Review (Tranche 3): 12 July 2024

July 14, 2024 By hedgehunter

US Equities continued their climb to new all-time highs again this week with the SPX (S&P 500 Index) closing the week ~0.9% higher than last week's close: I am still anticipating that this ~5680 level will provide resistance although emotional … [Read more]

Hawking Portfolio Review: 5 June, 2024

July 14, 2024 By hedgehunter

The Hawking Portfolio is a High Yield "Income" portfolio that requires only a modest amount of attention other than to re-invest dividends so as to generate geometric "growth". Since the portfolio generates ~$1,000 per month and I had over $3,000 … [Read more]

Rutherford Portfolio Review (Tranche 2): 5 July 2024

July 7, 2024 By hedgehunter

Another bullish week in US Equity markets and another week with new all-time highs - the momentum continues: We finally broke through the ~5500 level in the SPX (S&P 5oo Index) that also corresponded to a ~50% extension of the prior … [Read more]

Kahneman-Tversky Portfolio Review: 3 July, 2024

July 3, 2024 By hedgehunter

Last month I switched my position in the faster moving Tversky portion of this Dual Momentum portfolio to International equities (VEU) from US equities (VTI). This proved to be a poor move since VTI has outperformed VEU over the past month and, as we … [Read more]

Rutherford Portfolio Review (Tranche 1): 28 June 2024

June 29, 2024 By hedgehunter

US equities, as measured by the performance of the S&P 500 Index (SPX), closed the week slightly lower than last week's close after consolidating sideways for most of the week and battling with the 5500 resistance level. Markets were weak on … [Read more]

Schrodinger Intelligent Portfolio Update: 28 June 2024

June 29, 2024 By Lowell Herr

Saturday is not a normal day for me to update a portfolio as I prefer to buy and sell securities, if the analysis calls for a change, when the market is open.  That is not the case with the Schrodinger as I don't make the management decisions.  … [Read more]

Carson Sector BPI Portfolio Review: 28 June 2024

June 28, 2024 By Lowell Herr

This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update.  As the oldest Sector BPI portfolio the Carson is also a top performing portfolio.  As one of several portfolio using the Sector BPI investing approach … [Read more]

Rutherford Portfolio Review (Tranche 4): 21 June 2024

June 23, 2024 By hedgehunter

US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it's upward trend: However, the index seemed to find resistance at the psychological 5500 "round" number level - so we will have to wait to see … [Read more]

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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.

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