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Recent Blog Entry

Dirac 2026 Portfolio Review: 2 April 2026

This week saw a lot of volatility in the US Equity Markets, so let's take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB - Materials), XLE (Energy), XLI … [Read More...]

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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]

Sector BPI

McClintock Sector BPI Portfolio Review: 10 September 2025

In case you were unaware, all three Sector BPI portfolios are named after women scientists.  All three portfolios are performing quite well and if the Vanguard projection (see link at the bottom of this page) comes close reality these three portfolios … [Read More...]

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Kahneman-Tversky Portfolio Review: 4 August, 2023

August 6, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that requires few adjutments since it only has a choice of holding one of 3 assets. Here's where the portfolio is sitting at present: Checking the slower moving Kahneman portion of … [Read more]

Bullish Percent Indicators:

August 5, 2023 By Lowell Herr

August opened with a poor week for U.S. equities.  All the major indexes are down while sectors are a mixed bag.  When working through the following tables, check the right-hand side (X's and O's) for a peek into broad … [Read more]

Rutherford Portfolio Review (Tranche 2): 4 August 2023

August 5, 2023 By hedgehunter

This week we saw an inevitable pullback in the prices of US equities after 2 weeks of finding resistance at the upper boundary of the 1 SD bullish trend channel: the question now is how deep the pullback … [Read more]

Rutherford Portfolio Review (Tranche 1): 28 July 2023

July 29, 2023 By hedgehunter

A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements - but then we settled back down and finished the week very close to last weel's close and still at the top of the 1 SD … [Read more]

Bullish Percent Indicators: 28 July 2023

July 29, 2023 By Lowell Herr

The Bullish Percent Indicators (BPI) tell us this past week was rest time.  Overall, both the broad markets and individual sectors were flat to slight improvement in smaller stocks.  There is one new Sell signal and that is … [Read more]

Copernicus Portfolio Review: 27 July 2023

July 27, 2023 By Lowell Herr

As bees are drawn to honey, there is little not to attract investors to the Copernicus portfolio.  It is easy to manage and performance is outstanding.  The one reservation I have is that there is no downside protection as this is a buy and … [Read more]

Rutherford Portfolio Review (Tranche 4): 21 July 2023

July 22, 2023 By hedgehunter

It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little … [Read more]

Bullish Percent Indicators: 21 July 2023

July 22, 2023 By Lowell Herr

While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100.  There were also a few changes in sectors of the market and I'll get into that in a moment.  Overall, the … [Read more]

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General Investment News

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