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Recent Blog Entry

Bullish Percent Indicators: 21 November 2025

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased sector ETFs to take advantage of the decline.  … [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

Portfolio Management When Facing Debt Limit Differences

The potential for a debt limit crisis is only a few months away.  While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management.  How might one work with different portfolios, … [Read More...]

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Bullish Percent Indicators: 19 January 2024

January 20, 2024 By Lowell Herr

Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show.  Will the trends be bullish or bearish.  Based on a strong Friday market I anticipated a number of the indexes and sectors would … [Read more]

Rutherford Portfolio Review (Tranche 1): 12 January 2024

January 14, 2024 By hedgehunter

This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven't yet … [Read more]

Relative Portfolio Performance Data: 12 January 2024

January 13, 2024 By Lowell Herr

Below is 24.5 months of date for the ITA portfolios I track.  This list does not include the portfolios managed and reported on by Hedgehunter.  The Annual IRR column of data is accurate as of 1/12/2024 while the remainder of the data is current as … [Read more]

Bullish Percent Indicators: 12 January 2024

January 13, 2024 By Lowell Herr

This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call … [Read more]

Schrodinger Portfolio Review: 8 January 2024

January 8, 2024 By Lowell Herr

Schrodinger is an excellent portfolio to review on a Monday as no decisions are required.  As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab.  These portfolios are sometimes known as Robo … [Read more]

Rutherford Portfolio Review (Tranche 4): 5 January 2024

January 6, 2024 By hedgehunter

The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and … [Read more]

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This … [Read more]

Happy New Year 2024

January 1, 2024 By Lowell Herr

  Happy New Year … [Read more]

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