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

Millikan Portfolio Review: 29 June 2026

"Preserving wealth in retirement requires more than pursuing returns—it requires preparing for periods when financial markets and government policies work against investors. History has shown that extended market corrections, rising inflation, low real interest rates, and increasing government debt can create an environment in which traditional investment strategies struggle to protect purchasing … [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]

Portfolio Management

Franklin Portfolio Update: 8 April 2025

Stay the course.  Stick with the investment plan.  That is the advice I am following with the Franklin Sector BPI portfolio in this update.  Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone.  Today's strong market … [Read More...]

More Posts from this Category

You are not currently logged in.








» Lost your Password?

Search

Categories

Blog Archives

Sector BPI Investing: Bohr Portfolio Review – 22 November 2023

November 22, 2023 By Lowell Herr

Bohr is the Sector BPI portfolio scheduled for review this morning.  Before making any decisions or moving forward with this update of the Bohr, I checked the Bullish Percent Indicators (BPI) for the eleven market sectors and found no changes.  … [Read more]

Reworking Pauling Portfolio: 20 November 2023

November 20, 2023 By Lowell Herr

Based on discussions found in the Comment section of the most recent BPI blog post, below is an investment quiver that may be the future of the Sector BPI Plus portfolios.  What I've done is to add eleven sector ETFs where these new eleven are … [Read more]

Rutherford Portfolio Review (Tranche 1): 17 November 2023

November 19, 2023 By hedgehunter

After Tuesday's strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week's close: I think we can say that we have broken out of the downtrend channel that we have experienced over the … [Read more]

Tweaking Sector BPI Plus Investing Model: Part II

November 18, 2023 By Lowell Herr

Sufficient additions or modifications have occurred since launching the original Sector BPI investment model that it now makes sense to summarize how one manages these portfolios.  Here is the step by step process I go through when I review or update … [Read more]

Copernicus Portfolio Update: 14 November 2023

November 14, 2023 By Lowell Herr

From one of the poorest portfolio performers (Kepler) we now shift to one of the best performers.  In addition, no particular skills are needed to manage the Copernicus, the portfolio up for review today.  Copernicus is the portfolio I highly … [Read more]

Rutherford Portfolio Review (Tranche 4): 10 November 2023

November 12, 2023 By hedgehunter

US equity markets started the week quietly but showed more volatility towards the end of the week closing up modestly from last week's close: Although we closed slightly above resistance (and the prior high) at ~4400 we are still within the 2SD … [Read more]

Improving the Sector BPI Investing Model

November 6, 2023 By Lowell Herr

This Hubble image gives the most detailed view of the entire Crab Nebula ever. The Crab is among the most interesting and well studied objects in astronomy. This image is the largest image ever taken with Hubble's WFPC2 camera. It was assembled from … [Read more]

Bethe Sector BPI Portfolio Review: 6 November 2023

November 6, 2023 By Lowell Herr

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 … [Read more]

  • « Previous Page
  • 1
  • …
  • 38
  • 39
  • 40
  • 41
  • 42
  • …
  • 84
  • Next Page »

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Gauss Portfolio Review: 29 April 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Dirac 2026 Portfolio Review: 2 April 2026

General Investment News

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

  • Rutherford Portfolio Review (Tranche 1): 17 February 2023
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Franklin Sector BPI Portfolio Review: 19 September 2025
  • Carson Sector BPI Portfolio Update: 23 April 2026
  • Schrodinger Intelligent Portfolio Review: 25 July 2024
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Dirac Portfolio Review: 4 August 2025
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Bullish Percent Indicators: 2 June 2023
  • Bullish Percent Indicators: 9 June 2023
  • Bullish Percent Indicators: 1 March 2024

Log in | Website Design by BOING