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Recent Blog Entry

Schrodinger Portfolio Update: 17 April 2026

Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account.  As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing the level of cash. Schrodinger Security Holdings … [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]

Sector BPI

Bullish Percent Indicators: 23 February 2024

Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities.  This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is paying off … [Read More...]

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Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked … [Read more]

Rutherford Portfolio Review (Tranche 3): 19 April 2024

April 20, 2024 By hedgehunter

It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing … [Read more]

Darwin Portfolio Review: 12 April, 2024

April 14, 2024 By hedgehunter

The Darwin Portfolio is an "All-Weather" portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% … [Read more]

Rutherford Portfolio Review (Tranche 2): 12 April 2024

April 13, 2024 By hedgehunter

US Equities got slapped around a little this week and closed the week ~1.6% lower than last week's close: We are now sitting at the … [Read more]

Kahneman-Tversky Portfolio Review: 5 April, 2024

April 7, 2024 By hedgehunter

The Kahneman-Tversky Portfolio is the simplest Dual Momentum Portfolio that I review here on this site and selects only one asset chosen from a choice between three of the major asset classes - VTI (US Equities), VEA (International Equities) or US … [Read more]

Rutherford Portfolio Review (Tranche 1): 5 April 2024

April 6, 2024 By hedgehunter

Comments made by members of the Fed regarding the possibility that there may be no interest rate cuts this year scared the US equity markets on Thursday and, although they recovered slightly on Friday, markets closed the week ~1% lower from last … [Read more]

Franklin Sector BPI Portfolio Review: 5 April 2024

April 5, 2024 By Lowell Herr

Franklin is the Sector BPI portfolio up for review today even though no sectors are in the oversold zone and we sold off all overbought sectors.  The current holdings of Staples and Utilities are residing in the neutral zone.  Over $2,200 remains in … [Read more]

Rutherford Portfolio Review (Tranche 4): 28 March 2024

April 1, 2024 By hedgehunter

US Markets started the week slowly with a small pullback at the beginning of the week but finished the holiday-shortened week with a recovery and closing about 0.25% higher than last week's close: However, we are still hovering at that 5200-5220 … [Read more]

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Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
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  • Portfolio Hedge: 27 March 2026
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General Investment News

Portfolios coming up for review.  Einstein, Carson, 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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