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Recent Blog Entry

Pauling Portfolio Update: 13 July 2026

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues to shed negative news and just … [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

Carson Sector BPI Portfolio Review: 7 September 2023

Before beginning this review of the Carson I checked the sector Bullish Percent Indicator (BPI) data since Utilities moved into the oversold zone on Tuesday.  Here we are on Thursday and Utilities is still positioned at 30% bullish or recommending a purchase.  The move to add VPU is explained below. … [Read More...]

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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]

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]

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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
  • 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.

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Random Posts

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  • Test Notification of New Blog Posts
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  • Millikan Portfolio Update: 27 September 2024
  • Darwin 2026 Portfolio Review: 12 June 2026
  • Schrodinger Portfolio Review: 21 June 2023
  • Franklin Sector BPI Portfolio Review: 5 June 2024
  • McClintock Portfolio Update: 28 February 2023
  • Kepler Sector BPI Review: 19 April 2021
  • Risk Parity: A Brief Explanation of How Risky a 60/40 Portfolio Really Is
  • Rutherford-Darwin Portfolio Review: 17 April 2025

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