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Recent Blog Entry

Copernicus Portfolio Review: 3 July 2025

When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind.  Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase … [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

Strategic Asset Allocation: A Starting Point For Portfolio Construction

Much is made of the importance of asset allocation here at ITA Wealth Management.  Long-time readers are familiar with the general layout of the portfolios and new readers will find more information by doing a search for "Dashboard."  Not all portfolios tracked on this blog use the seventeen asset allocation … [Read More...]

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Franklin Sector BPI Portfolio Review: 2 October 2023

October 2, 2023 By Lowell Herr

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government … [Read more]

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?

October 1, 2023 By hedgehunter

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk … [Read more]

Rutherford Portfolio Review (Tranche 2): 29 September 2023

September 30, 2023 By hedgehunter

Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that … [Read more]

Carson Sector BPI Portfolio Review: 26 September 2023

September 26, 2023 By Lowell Herr

Before updating the Carson I checked to see if any new Bullish Percent Indicator (BPI) revelations emerged since the last update.  No changes showed as Discretionary, Staples and Health remain in the oversold zone.  As the oldest Sector BPI Plus … [Read more]

Rutherford Portfolio Review (Tranche 1): 22 September 2023

September 24, 2023 By hedgehunter

We finally got that inevitable breakout from the pendant pattern that has been setting up for a month or so - resulting in a 3% downside move in US equities over the past week and leaving us sitting at ~4300 in the … [Read more]

Bullish Percent Indicators: 22 September 2023

September 23, 2023 By Lowell Herr

Index BPI All seven indexes are bearish after a weak week for U.S. Equities.  For the first time since last March all indexes are below the 50% bullish line.  The question for investors using the Sector BPI Plus model … [Read more]

Rutherford Portfolio Review (Tranche 4): 15 September 2023

September 17, 2023 By hedgehunter

It was a relatively quiet week in US equity markets with the SPX (S&P 500 Index) closing down slightly on the week after an end of week selloff on Friday: This still leaves us within the boundaries of the pendant pattern defined … [Read more]

Bullish Percent Indicators: 15 September 2023

September 16, 2023 By Lowell Herr

While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios.  This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved … [Read more]

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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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