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Questions To Ask Your Money Manager

  Recently I was talking with a neighbor and I mentioned that I have been writing an investment blog for over 17 years.  The neighbor mentioned he has a money manager handle his investments.  When I have one of these conversations my mind begins to come up … [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

Portfolio Summary: 16 January 2023

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin … [Read More...]

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Rutherford Portfolio Review (Tranche 2): 27 October 2023

October 29, 2023 By hedgehunter

It was a bad week for US equities with the SPX (S&P 500 Index) dropping over 2.5% from last week's close: It has also now closed below the lower 2 Standard Deviation boundary of the early 2023 bullish uptrend channel (yellow line) and the 50% … [Read more]

Carson Sector BPI Portfolio Review: 28 October 2023

October 28, 2023 By Lowell Herr

  Boats on the Willamette River As a follow up to the Bullish Percent Indicator (BPI) data presented earlier this morning, this review of the Carson (named after Rachel) lays out the logic an investor will use to manage a Sector BPI … [Read more]

Rutherford Portfolio Review (Tranche 1): 20 October 2023

October 21, 2023 By hedgehunter

It was a bad week for equities with the SPX (S&P 500 Index) dropping ~2.5% on the week: We are now back in the potential support zone (shaded area) near the prior pivot low at ~4200 and close to the bottom of the 2SD boundary of the … [Read more]

Kepler Portfolio Transition: 21 October 2023

October 21, 2023 By Lowell Herr

  As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model.  I've simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end … [Read more]

Copernicus Portfolio Review: 17 October 2023

October 17, 2023 By Lowell Herr

Copernicus is the portfolio up for review this morning.  If you have been reading the ITA blog for any length of time you are well aware of the simple investing philosophy behind the Copernicus.  Save, invest in U.S. Equities and forget.  Ride out … [Read more]

Rutherford Portfolio Review (Tranche 4): 13 October 2023

October 15, 2023 By hedgehunter

The week started with a continuation of the recovery bounce that we saw at the end of last week - but this was to be negated on Thursday and Friday with the earlier gains being given back and US equities closing the week only ~0.25% … [Read more]

Rutherford Portfolio Review (Tranche 3): 6 October 2023

October 8, 2023 By hedgehunter

We started the week with a continuation of the recent bearish trend and a test of the 4200 support level in the SPX, but Friday's strong bounce led to a ~0.25% higher close from last week's close.: However we are now re-testing the 4300 level … [Read more]

Bullish Percent Indicator Data: 6 October 2023

October 7, 2023 By Lowell Herr

Based on Bullish Percent Indicator (BPI) data we still seem mired in the "Dog Days of Summer."  The BPI graphs would look even worse if it were not for the strong day on Friday.  As readers will see in a moment, the Friday rebound … [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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