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Recent Blog Entry

Rutherford Portfolio Review (Tranche 5): 17 March 2023

It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD  short-term uptrend channel and close to the top of a 2 SD longer term downtrend … [Read More...]

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Lifetime 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.  A Lifetime membership grants readers access to the … [Read More]

Critical Material

Serious Investors Benchmark Their Portfolio

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In … [Read More...]

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Rutherford Portfolio Review (Tranche 4): 3 February 2023

February 4, 2023 By HedgeHunter Leave a Comment

US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out … [Read more]

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr 9 Comments

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few … [Read more]

Rutherford Portfolio Review (Tranche 3): 27 January 2023

January 29, 2023 By HedgeHunter Leave a Comment

It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all … [Read more]

Bullish Percent Indicators: 27 January 2023

January 28, 2023 By Lowell Herr Leave a Comment

"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr Leave a Comment

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not … [Read more]

Rutherford Portfolio Review (Tranche 2): 20 January 2023

January 23, 2023 By HedgeHunter Leave a Comment

It's the year of the Rabbit and we're hopping around tentatively trying to find a direction for the markets in 2023: I've updated the trend channels in the above figure, since these are somewhat discretionary, but it is … [Read more]

Bullish Percent Indicators: 20 January 2023

January 21, 2023 By Lowell Herr 2 Comments

Investors managing a Sector BPI model portfolio will find the data below of interest.  On Monday I'll check in on the Carson and use this data to make any changes, if recommended.  Follow along for more analysis. Index BPI The only major index … [Read more]

Millikan Portfolio Review: 20 January 2023

January 20, 2023 By Lowell Herr Leave a Comment

Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two "holdover" securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out … [Read more]

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General Investment News

Portfolios coming up for review are:  Carson, Beth, and Millikan.  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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