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Recent Blog Entry

Darwin 2026 Portfolio Review: 14 August 2026

It was another bullish week in the US Equity markets with the SPX (S&P 500 Index) again hitting new all-time highs: Despite the 3-month sideways consolidation through May-July (Sell in May and go away ....) we are still clearly in an uptrending market with higher lows and higher highs. Relative to other major asset classes: US Equities landed in the middle of the pack being outperformed … [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

Franklin Portfolio Update: 7 March 2023

The Franklin is not scheduled for a full review.  I want to begin the March risk ratios so this is an update for this Sector BPI portfolio.  Checking the Bullish Percent Indicators (BPI) data this morning, nothing significant changed.  Utilities continues to be over-sold and that is the sole sector that is under the waterline. … [Read More...]

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Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 3: Generating additional Income and Hedging

May 27, 2025 By hedgehunter Leave a Comment

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]

Millikan Portfolio Review: 27 May 2025

May 27, 2025 By Lowell Herr Leave a Comment

On again, off again tariff threats are constantly roiling the stock and bond markets.  This morning the direction happens to be to the upside.  When in a dark room filled with furniture - stand still.  That is the attitude businesses have as it is … [Read more]

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]

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General Investment News

Portfolios coming up for review.  Gauss and Copernicus 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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