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Recent Blog Entry

Copernicus Portfolio Update: 22 July 2026

Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities.  VOO was the primary ETF used for many months.  With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance.  The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [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]

Portfolio Management

McClintock Sector BPI Portfolio Review: 26 July 2024

McClintock is one of the most recent portfolios to be switched to the Sector BPI investing model.  Operatimg with this model less than one year we need additional information as we test the validity of the Sector model. … [Read More...]

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Franklin Sector BPI Portfolio Review: 8 May 2025

May 8, 2025 By Lowell Herr 2 Comments

Franklin is one of three portfolios using the Sector BPI management model.  The other two are:  Carson and McClintock.  The Sector BPI model is not designed for all investors as it requires some tracking and a bit of effort.  If looking for … [Read more]

Bohr Portfolio Review: 6 May 2025

May 7, 2025 By Lowell Herr Leave a Comment

Bohr is a portfolio of moderate size managed using a few equity oriented ETFs.  As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the … [Read more]

Copernicus Portfolio Review: 5 May 2025

May 5, 2025 By Lowell Herr Leave a Comment

As I write this blog the U.S. Stock Market is attempting to regain early Monday losses.  As long-time reader know, the Copernicus is an equities only portfolio.  The management model is to save and purchase S&P 500 ETFs.  Based on the current … [Read more]

Bullish Percent Indicators: 2 May 2025

May 3, 2025 By Lowell Herr 6 Comments

Market action over the past few days has been sufficient to push ITA portfolios to a higher level than they were on March 31, 2025.  This recent push only elevates the Buffett Indicator and Shiller PE Ratio. Index BPI All indexes are currently … [Read more]

Rutherford-Darwin Portfolio Review: 2 May 2025

May 3, 2025 By hedgehunter Leave a Comment

In last week's review I stated that we were at an interesting level in the SPX (S&P 500 Index) as we were sitting at potential resistance and would have to wait to see whether this resistance held or whether we would see a push through it within … [Read more]

Buffett Indicator & Shiller PE Ratio

May 2, 2025 By Lowell Herr Leave a Comment

Canyonland National Park Over the last few weeks I've been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review.  The tariff wars are causing market uncertainty, but tariffs are … [Read more]

Kepler Portfolio Review: 2 May 2025

May 2, 2025 By Lowell Herr Leave a Comment

Kepler is another portfolio managed using the simplified Asset Allocation model.  As with similar portfolios, I am gravitating towards capital preservation based on date from the Buffett Indicator and Shiller PE Ratio.  Later this morning I will post … [Read more]

Millikan Portfolio Review: 1 May 2025

May 1, 2025 By Lowell Herr Leave a Comment

Headline news this morning - "Trump's tariffs have left businesses in a 'state of near paralysis'." Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person.  A person who was not even able to make … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression Portfolio: Part V
  • Financial Repression: Part IV

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

  • Hawking Portfolio Review: 12 May 2023
  • Kepler Portfolio Review: 4 January 2023
  • Kepler Sector BPI Portfolio Update: 13 November 2023
  • Darwin 2026 Portfolio Review: 29 May 2026
  • Pauling Sector BPI Portfolio Update: 6 December 2023
  • Two Quarter Rotations of Sector BPI Performance: 29 April 2024
  • Dirac 2026 Portfolio Review: 27 March 2026
  • Huygens Income Portfolio Review: 22 June 2023
  • Pauling Dual Momentum Portfolio Review: 30 May 2023
  • Schrodinger Portfolio Review: 23 September 2022
  • Gauss Portfolio Review: 31 January 2023

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