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Recent Blog Entry

Rutherford Portfolio Review (Tranche 2): 29 September 2023

Last week US equities closed at ~4320 and sitting at the top of a potential support zone (4150-4300). The question was whether we would see support at this level (and a bounce) or whether we would see a continuation of the short-term downtrend that we … [Read More...]

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

Critical Material

Serious Investors Benchmark Their Portfolio

Establishing an appropriate benchmark for a portfolio is essential if one is serious about investing.  Avoiding portfolio bench-marking is an act of self-deception.  Exactly what is the purpose of a benchmark and what are the requirements for a fair and reasonable benchmark. Here is one definition of bench-marking. In … [Read More...]

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Blog Archives

Franklin Sector BPI Portfolio Review: 10 August 2023

August 10, 2023 By Lowell Herr Leave a Comment

Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone.  Not one sector is in this condition so there are no Buy recommendations.  The only remaining sector holding is Communications (VOX) as … [Read more]

Millikan Sector BPI Portfolio Review: 8 August 2023

August 8, 2023 By Lowell Herr Leave a Comment

Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model.  This morning the Millikan, another Sector BPI portfolio, is scheduled for an update.  Over the last two reviews the Millikan gained … [Read more]

Hawking Portfolio Review: 4 August 2023

August 6, 2023 By HedgeHunter 4 Comments

The Hawking Portfolio is a "Buy-and Hold" Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current … [Read more]

Darwin Portfolio Review: 4 August 2023

August 6, 2023 By HedgeHunter Leave a Comment

The Darwin Portfolio is an "all-weather" portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation … [Read more]

Kahneman-Tversky Portfolio Review: 4 August, 2023

August 6, 2023 By HedgeHunter Leave a Comment

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here's where the portfolio is sitting at present: Checking the slower moving Kahneman portion of … [Read more]

Bullish Percent Indicators:

August 5, 2023 By Lowell Herr Leave a Comment

August opened with a poor week for U.S. equities.  All the major indexes are down while sectors are a mixed bag.  When working through the following tables, check the right-hand side (X's and O's) for a peek into broad … [Read more]

Rutherford Portfolio Review (Tranche 2): 4 August 2023

August 5, 2023 By HedgeHunter Leave a Comment

This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback … [Read more]

Rutherford Portfolio Review (Tranche 1): 28 July 2023

July 29, 2023 By HedgeHunter Leave a Comment

A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements - but then we settled back down and finished the week very close to last weel's close and still at the top of the 1 SD … [Read more]

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General Investment News

Portfolios coming up for review are:   Carson, Franklin, Bethe, Pauling, and Einstein.  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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