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Recent Blog Entry

Copernicus Portfolio Update: 18 September 2025

  The Copernicus has essentially operated as a passive portfolio.  Save and invest in broad market equity ETFs has been the philosophy up to this point.  With an overvalued stock market what is the next move?  I plan to swap SCHD with VYM and … [Read More...]

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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.  Many of the blog posts are available without any … [Read More]

Critical Material

Constructing a “Core” Investment Portfolio : Part 3 – Risk Parity and Volatility Targeting

In the first two parts of this series on portfolio construction I have focused on simplicity in terms of the number of assets that might be included in the portfolio and the level of management effort required to monitor and maintain the … [Read More...]

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Hawking Portfolio Review: 7 July 2023

July 9, 2023 By hedgehunter

The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs) with distribution yields in excess of 8%. The portfolio needs very little maintenance other than to re-invest dividends so as to optimize geometric returns. Current … [Read more]

Darwin Portfolio Review: 7 July 2023

July 9, 2023 By hedgehunter

The Darwin Portfolio is an "all-weather" portfolio that requires few adjustments, based on risk parity, only when allocations get significantly out-of-line. The portfolio holds only 5 assets that may be adjusted for risk parity with an allocation to … [Read more]

Franklin Sector BPI Portfolio Update: 8 July 2023

July 8, 2023 By Lowell Herr

  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]

Rutherford Portfolio Review (Tranche 2): 7 July 2023

July 8, 2023 By hedgehunter

After last week's pre-holiday fireworks the celebrations fizzed out after the holiday and US equities closed down ~1% lower than last week's close: Another re-test of the 4300 level would not surprise me - but then it's anyone's guess where we might … [Read more]

4 July 2023

July 4, 2023 By Lowell Herr

  Wishing all ITA readers a safe and relaxing 4th. … [Read more]

Bohr Portfolio Update: 3 July 2023

July 3, 2023 By Lowell Herr

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 … [Read more]

Schrodinger Portfolio Update: 3 July 2023

July 3, 2023 By Lowell Herr

The Schrodinger is an Intelligent Portfolio based at Schwab.  At least this is how Schwab identifies portfolios managed by computer.  I think of this investing style as Robo Advisor portfolios.  Regardless, this type of investment is as easy as … [Read more]

Carson Sector BPI Portfolio Review: 1 July 2023

July 1, 2023 By Lowell Herr

Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios.  This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment … [Read more]

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Popular Posts

  • Selecting Closed End Funds (CEFs)
  • Hawking Portfolio Review: 14 July 2025
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Review: 20 June 2025
  • Selecting Closed-End-Funds
  • Bullish Percent Indicators: 2 May 2025
  • What Should I Do If I Sell My House or Come Into An…
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Copernicus Portfolio Review: 1 August 2025
  • Bullish Percent Indicators: 17 April 2025

General Investment News

Portfolios coming up for review.  Bohr, Pauling, Copernicus, Gauss, and Franklin 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

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  • Thoughts on “Dividend Income Investing” and other Philosophical Topics.
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  • Schrodinger Portfolio Review: 6 February 2025
  • Carson Portfolio Review: 20 February 2023
  • Schrodinger Portfolio Review: 16 May 2024
  • Gauss Sector BPI Plus Portfolio Review: 17 August 2023
  • Rutherford Portfolio Review (Tranche 3): 9 August 2024
  • Retirement Planning Mistake #2
  • Kahneman-Tversky Portfolio Review: 1 March, 2024

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