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

Portfolio Management

Bethe Sector BPI Portfolio Review: 6 November 2023

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 and Materials as the remaining Buy … [Read More...]

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Portfolio Summary: 16 January 2023

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This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios … [Read more]

Bullish Percent Indicators: 13 January 2023

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Friday, the 13th of January, brings changes to those managing a Sector BPI portfolio.  Energy, Financial, and Real Estate all moved into the over-bought zone this week.  All major indexes are bullish.  None of the indexes penetrated the over-bought … [Read more]

Hawking Portfolio Review: 10 January, 2023

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The Hawking Portfolio is a Buy-and-Hold "Income" Portfolio built from Closed-End-Funds (CEFs) paying high yields (>8%) and, generally, selling at a discount (at least at the time of purchase). The composition of the current portfolio looks like … [Read more]

Millikan Portfolio Update: 10 January 2023

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Millikan, one of four Sector BPI portfolios, is the model up for review this morning.  This portfolio previously was managed using the BHS/Relative Momentum model and was not performing as expected.  I just checked and it ranked #14 based on IRR data … [Read more]

Darwin Portfolio Review: 6 January 2023

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The Darwin Portfolio is a relatively inert portfolio in that all assets in the portfolio quiver are held continuously (Buy-and-Hold) in allocations designed to keep the risk from each asset at defined levels as calculated from volatility measurements … [Read more]

Carson Portfolio Review: 9 January 2023

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With no Bullish Percent Indicators positioned in either the over-bought or over-sold zones, I could have skipped this update of the Carson.  No changes are required at this time.  There is one change in the Sector BPI model that I'll explain in a … [Read more]

Bullish Percent Indicators: 6 January 2023

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Bullish Percent Indicators for this first week in January indicate no sectors are over-sold.  Technology move above the 30% bullish line yesterday as it was the lone over-sold sector on Thursday.  If you are managing a Sector BPI portfolio and using … [Read more]

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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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