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Recent Blog Entry

Carson Sector BPI Portfolio Update: 12 August 2026

Up for review this morning is the Carson, one of three portfolios managed using the Sector Bullish Percent Indicator (BPI) investing model.  Carson is one of the better performing ITA portfolios.  However, it has yet to experience a major market correction so the critical information is still out as to whether or not this investing model will perform better than its benchmark in times of a … [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

Gauss Portfolio Review: 4 March 2025

Gauss is one of several Asset Allocation (AA) portfolios.  This account differs slightly from other Asset Allocation portfolios in that it is a simplified AA version containing fewer ETFs.  The stock/bond ratio is the classic 60% stock or equities and 40% bonds. Formerly the Gauss was using the Sector BPI investing model.  To reduce work load I moved this portfolio over to a passive approach to … [Read More...]

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Bethe Portfolio Review: 23 May 2025

May 23, 2025 By Lowell Herr 2 Comments

Bethe is another portfolio using the truncated asset allocation model.  A maximum of five Exchange Traded Funds (ETFs) are used to populate the Bethe. The down market this morning resulted in selling shares of VOO and investing in SHV, a short-term … [Read more]

Einstein Portfolio Review: 21 May 2025

May 22, 2025 By Lowell Herr Leave a Comment

Einstein is one of several portfolios using a truncated Asset Allocation investing model.  This is a new and simplified approach in the hopes of setting this portfolio on a stronger performance course.  As with many of the other ITA portfolios, I am … [Read more]

Kepler Portfolio Review: 21 May 2025

May 21, 2025 By Lowell Herr 4 Comments

Followers of the Kepler will note major changes in the portfolio makeup.  The latest asset allocation is income driven as I am using a number of Closed-End-Funds (CEFs) to augment VOO and SCHD.  For more information on CEFs check out the latest … [Read more]

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2: Asset Allocation and Risk Management

May 21, 2025 By hedgehunter 3 Comments

In part 1 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward, I identified the nine ETFs that I would be using to populate the portfolio. I also indicated that, rather than holding all nine … [Read more]

Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used

May 19, 2025 By hedgehunter 2 Comments

Over the years we have described a number of systems for portfolio construction and management that might be considered by anyone interested in spending a little time to manage their own money. These vary from very simple “Buy-and-Hold” portfolios, … [Read more]

Closed End Funds (CEFs): 19 May 2025

May 19, 2025 By Lowell Herr 7 Comments

Have you been following the Hawking Portfolio?  If not, you may want to give a close looking to this unique approach to investing.  If income is of interest then investing in Closed End Funds (CEFs) is definitely an option.  Before launching into … [Read more]

Rutherford-Darwin Portfolio Review: 16 May 2025

May 18, 2025 By hedgehunter Leave a Comment

It was a strong week in the US equity markets with the SPX (S&P 500 Index) closing the week a little over 5% higher than last week's close: … [Read more]

Schrodinger Portfolio Review: 16 May 2025

May 16, 2025 By Lowell Herr 1 Comment

Since the last review Schwab made a number of changes in the Schrodinger.  It is rare for such changes.  I suspect Schwab performed some tax harvesting.  One change was to add a municipal bond ETF, SCMB.  The percentage is so small it will not have … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
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  • McClintock Sector BPI Portfolio Update: 2 July 2026
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  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Bethe Portfolio Redesigned: 9 July 2026
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General Investment News

Portfolios coming up for review.  Einstein, Carson, and Kepler 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.

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