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

Darwin 2026 Portfolio Review: 10 July 2026

US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [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

Millikan Sector BPI Portfolio Review: 29 November 2024

Millikan is the final portfolio to be reviewed in November.  One more month to close out 2024.  Do to a few portfolios launched in late December of 2021, I use 12/31/2021 as the launch date for all ITA portfolios even though a few go back to the 1960s.  I don't have data going back that far as I was using a different program to keep track of performance.  One program was a DOS program if any of … [Read More...]

More Posts from this Category

Search

Categories

Blog Archives

Pauling Portfolio Review: 30 April 2025

April 30, 2025 By Lowell Herr Leave a Comment

Pauling is another asset allocation portfolio managed using only four Exchange Traded Funds (ETFs).  Only two months of data is in the bank for this portfolio so it is much too early to know if this model is working as hypothesized.  The makeup of … [Read more]

McClintock Sector BPI Portfolio Review: 29 April 2025

April 29, 2025 By Lowell Herr Leave a Comment

McClintock is one of three portfolios managed using the Sector BPI model.  The other two are the Carson and Franklin, named after Rachel and Rosalind respectively.  During the recent market declines numerous sectors dropped into the oversold zone.  … [Read more]

Gauss Portfolio Review: 28 April 2025

April 28, 2025 By Lowell Herr Leave a Comment

  Gauss is one of the simplified Asset Allocation portfolios in that only four ETFs are used.  SHV is used as a holding basket when cash becomes available.  Due to the chaotic market I set TSLOs under VOO and SCHG as I assume the current … [Read more]

Dirac Portfolio Review: 8 January 2025

April 27, 2025 By hedgehunter Leave a Comment

I have sadly neglected the Dirac Portfolio after taking money out of the account for other purposes with the intention of rebuilding once the money was returned to the account. My intention was to invest in beaten down Funds (based on Z-Score … [Read more]

Rutherford-Darwin Portfolio Review: 25 April 2025

April 27, 2025 By hedgehunter Leave a Comment

It was a relatively positive week in the US Equity markets with the SPX (S&P 500) closing ~4.6% higher than last week's close: … [Read more]

Carson Sector BPI Portfolio Review: 22 April 2025

April 22, 2025 By Lowell Herr 1 Comment

Five sectors are still positioned in the oversold zone when I checked early this morning.  I'll identify these sectors later on in the rebalancing section.  The Carson currently holds at least one share in 10 of the 11 sectors.  The hope is that a … [Read more]

Bohr Asset Allocation Portfolio Review: 21 April 2025

April 21, 2025 By Lowell Herr Leave a Comment

U.S. Equities are taking another huge hit as I write this blog.  Due to holding a high percentage in short-term treasuries and a dividend oriented ETF, the Bohr is tempering the draw-down.  Nevertheless, the tariff debacle is ripping into 401(k) … [Read more]

Bullish Percent Indicators: 17 April 2025

April 19, 2025 By Lowell Herr Leave a Comment

Most weeks there is so little market action among the major sectors and indexes that updating the Bullish Percent Indicator (BPI) data is unnecessary.  Tariff uncertainty is roiling the markets to where updating is meaningful.  The two tables below … [Read more]

  • « Previous Page
  • 1
  • …
  • 41
  • 42
  • 43
  • 44
  • 45
  • …
  • 177
  • Next Page »

Popular Posts

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

General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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 4): 3 February 2023
  • Einstein Sector BPI Portfolio Review: 9 April 2024
  • Kepler Asset Allocation Portfolio Review: 26 February 2025
  • Huygens Sector BPI Portfolio Review: 24 November 2023
  • Darwin Portfolio Review: 24 October 2025
  • Kepler Sector BPI Portfolio Review: 26 March 2024
  • Bullish Percent Indicators: 26 April 2024
  • Rutherford Portfolio Review (Tranche 3): 14 July 2023
  • McClintock Portfolio Review: 27 January 2023
  • Hawking Portfolio Review: 10 May, 2024
  • Dirac 2026 Portfolio Review: 13 January 2026

Log in | Website Design by BOING