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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

Retirement Planning Mistake #11

Although alluded to in this "mistake series," an emphasis, or special attention needs to be given to portfolio volatility or risk management.  Even if we are tracking portfolio risk as identified by either the Information Ratio (IR), Sortino Ratio (SR) and/or Retirement Ratio (RR), we need to focus on protecting … [Read More...]

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Schrodinger Portfolio Review: 1 December 2023

December 1, 2023 By Lowell Herr

Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo … [Read more]

Sector BPI Portfolio Report: 27 November 2023

November 27, 2023 By Lowell Herr

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first … [Read more]

Rutherford Portfolio Review (Tranche 2): 24 November 2023

November 26, 2023 By hedgehunter

It was a relatively quiet week in US markets as many investors celebrated Thanksgiving: The SPX is still sitting below the resistance zone at ~4600 that we really need to see broken before the recent uptrend channel can be considered … [Read more]

Bullish Percent Indicators: 24 November 2023

November 25, 2023 By Lowell Herr

This was a good, but not stellar week for U. S. Equities.  Nearly every index and sector Bullish Percent Indicator (BPI) either gained or held steady this week.  The one major change happened in the Financial sector as it moved into the overbought … [Read more]

Huygens Sector BPI Portfolio Review: 24 November 2023

November 24, 2023 By Lowell Herr

Sector BPI portfolios have entered a quite period as all sectors with exception of Technology reside in the "neutral" zone.  Neutral is defined as Bullish Percent Indicators (BPI) lower then 70% bullish and above 30% bullish.  The Huygens portfolio … [Read more]

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  … [Read more]

Reworking Pauling Portfolio: 20 November 2023

November 20, 2023 By Lowell Herr

Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios.  What I've done is to add eleven sector ETFs where these new eleven are … [Read more]

Rutherford Portfolio Review (Tranche 1): 17 November 2023

November 19, 2023 By hedgehunter

After Tuesday's strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week's close: I think we can say that we have broken out of the downtrend channel that we have experienced over the … [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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Random Posts

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  • Pauling Asset Allocation Portfolio Review: 29 May 2024
  • Darwin Portfolio Review: 3 January 2025
  • Rutherford Portfolio Review (Tranche 4): 26 April 2024
  • Carson Portfolio Review: 20 February 2023
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  • Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • Darwin Portfolio Review: 12 April, 2024

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