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Recent Blog Entry

Portfolio Construction: Where to Begin?

This week I received a phone call seeking basic investment help.  This blog post is written in response to that call.  There are a few basic principles to investing and I've written about them on this blog for nearly 18 years.  Here is the link to two very basic principles. … [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

What Is On The Other Side Of The 3 x 5 Card?

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall … [Read More...]

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Copernicus Portfolio Update: 14 November 2023

November 14, 2023 By Lowell Herr

From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers.  In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today.  Copernicus is the portfolio I highly … [Read more]

Rutherford Portfolio Review (Tranche 4): 10 November 2023

November 12, 2023 By hedgehunter

US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week's close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD … [Read more]

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

This Hubble image gives the most detailed view of the entire Crab Nebula ever. The Crab is among the most interesting and well studied objects in astronomy. This image is the largest image ever taken with Hubble's WFPC2 camera. It was assembled from … [Read more]

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

After spending the past few weeks repositioning several portfolios, Bethe being one, security transactions should decrease over the next few months.  A strong stock market last week pushed several sectors out of the oversold zone leaving only Staples … [Read more]

Rutherford Portfolio Review (Tranche 3): 3 November 2023

November 5, 2023 By hedgehunter

It was a very bullish week in the US Equity markets with the SPX (S&P 500 Index) closing up 5 days in a row and ~6% higher than last week's close: We are now sitting at the top of the … [Read more]

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]

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General Investment News

Portfolios coming up for review.  Huygens and Schrodinger 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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