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Recent Blog Entry

Copernicus Portfolio Review: 26 May 2026

Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead.  With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to … [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

Franklin Sector BPI Portfolio Update: 8 July 2023

  As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ.  Real Estate BPI data recommended selling all shares a few weeks ago.  When the sell signal showed … [Read More...]

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Rutherford Portfolio Review (Tranche 4): 5 January 2024

January 6, 2024 By hedgehunter

The first week of trading in 2024 was bearish with the SPX (S&P 500 Index) pulling back 2% from 2023 End-Of-Year highs: We are now sitting at the lower boundary of the 1 Standard Deviation bullish channel that started in October of 2023 and … [Read more]

Carson Sector BPI Portfolio Review: 4 January 2024

January 4, 2024 By Lowell Herr

Yellowstone National Park January is off to a slow start when it pertains to U.S. Equities.  As a result numerous sector ETFs have been sold out of a number of ITA portfolios.  This leaves considerable cash lying around requiring some action.  This … [Read more]

Happy New Year 2024

January 1, 2024 By Lowell Herr

  Happy New Year … [Read more]

Darwin Portfolio Review: 29 December 2023

December 31, 2023 By hedgehunter

At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4%  annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats … [Read more]

Rutherford Portfolio Review (Tranche 3): 29 December 2023

December 30, 2023 By hedgehunter

It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this … [Read more]

Bullish Percent Indicators: 29 December 2023

December 30, 2023 By Lowell Herr

Bullish Percent Indicator (BPI) data is the driving force behind the Sector BPI investing model.  In the following blog post the top table gives us a broad view of how the U.S. Equities market is performing.  Right now the market is very strong, … [Read more]

Merry Christmas 2023

December 25, 2023 By Lowell Herr

Merry Christmas … [Read more]

Rutherford Portfolio Review (Tranche 2): 22 December 2023

December 24, 2023 By hedgehunter

It was a bit of a rocky week for US equities with a scary drop in prices on Wednesday and poor liquidity as investors/traders focussed on the holidays. However the SPX (S&P 500 Index) still managed to close up close to 1% from last … [Read more]

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General Investment News

Portfolios coming up for review.  Gauss, Millikan, Huygens, Bethe and McClintock 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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