ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

Schrodinger Portfolio Review: 15 May 2026

Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds.  Considering this overbought market both additions are somewhat puzzling.  However, I'm not going to quibble as the performance since 12/31/2021 has been excellent.  The … [Read More...]

Membership

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

Bohr Portfolio Update: 3 July 2023

Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the process of … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

Bullish Percent Indicators: 16 February 2024

February 17, 2024 By Lowell Herr

Bullish Percent Indicators are a different way of examining the behavior of the securities market.  Keep in mind that the two tables shown below concentrate on U.S. Equities.  The top table looks at seven broad indexes and there are plenty of … [Read more]

Rutherford Portfolio Review (Tranche 1): 9 February 2024

February 10, 2024 By hedgehunter

US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension … [Read more]

Rutherford Portfolio Review (Tranche 4): 2 February 2024

February 5, 2024 By hedgehunter

It was a relatively volatile week in the US equity markets last week with a bit of a scare on Wednesday but, in the end, the markets ended up a little over 1% from last week's close: This placed US equities near the top … [Read more]

Bullish Percent Indicators: 2 February 2024

February 2, 2024 By Lowell Herr

U.S. Equities ended the week on a strong note.  Is this reflected in the Bullish Percent Indicators?  Did any sectors drop into the oversold zone?  Follow the tables below for answers to these questions. If you are blocked from reading this blog, … [Read more]

Copernicus Portfolio Review: 2 February 2024

February 2, 2024 By Lowell Herr

Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are "no-brain" portfolios in that neither require any significant decisions.  One does not need a degree in Finance from the University of … [Read more]

Schrodinger Portfolio Review: 1 February 2024

February 1, 2024 By Lowell Herr

February is here and it is time for the crocus to bloom in Oregon.  Early in any given month is an excellent time to review the Schrodinger as no decisions are required.  This is a Save & Watch style … [Read more]

Rutherford Portfolio Review (Tranche 3): 26 January 2024

January 28, 2024 By hedgehunter

It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it's climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the … [Read more]

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. … [Read more]

  • « Previous Page
  • 1
  • …
  • 32
  • 33
  • 34
  • 35
  • 36
  • …
  • 83
  • Next Page »

Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Hedge: 27 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026

General Investment News

Portfolios coming up for review.  Schrodinger, Pauling, Einstein and Carson 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Bullish Percent Indicator: 30 May 2025
  • Schrodinger Portfolio Update: 3 July 2023
  • Rutherford Portfolio Review (Tranche 1): 25 August 2023
  • Buying Guidelines For BPI Model Portfolios: 9 December 2022
  • Bullish Percent Indicators: 9 June 2023
  • Retirement Planning Mistake #1
  • Rutherford Portfolio Review (Tranche 4): 24 May 2024
  • McClintock Portfolio Review: 22 January 2024
  • Kepler Portfolio Review: 13 February 2025
  • Bethe Portfolio Review: 27 June 2023
  • Rutherford Portfolio Review (Tranche 1): 20 September 2024

Log in | Website Design by BOING