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Recent Blog Entry

Gauss Portfolio Review: 29 April 2026

Yesterday the U.S. Equities market took quite a hit.  This morning stocks are down again.  What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market?  Check out this YouTube video.  If the video does not start at the beginning, … [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

Franklin Sector BPI Portfolio Review: 14 April 2026

Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning.  This is one of three portfolio using the Sector BPI investing model.  New readers to the ITA blog may find this management style of interest as it is showing to be … [Read More...]

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Schrodinger Portfolio Review: 11 August 2023

August 12, 2023 By Lowell Herr

Since the Schrodinger is computer managed and therefore on "automatic pilot" as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated … [Read more]

Bullish Percent Indicators: 11 August 2023

August 12, 2023 By Lowell Herr

There are few surprises within the Bullish Percent Indicators this week.  If your intuition is telling you this was not a particularly good week for stocks, you are correct.  Large-cap stocks held up rather well as you can see from the two Dow … [Read more]

Rutherford Portfolio Review (Tranche 3): 11 August 2023

August 12, 2023 By hedgehunter

US equities showed continued weakness as prices pulled back from the highs of 2 weeks ago: This weakness was reflected in other markets: with only US Real Estate showing gains on the week Holdings in the Rutherford Portfolio look like … [Read more]

Copernicus Portfolio Review: 11 August 2023

August 11, 2023 By Lowell Herr

Copernicus is a portfolio designed to keep pace with the S&P 500.  The goal of this portfolio is to use dollar-cost-averaging by purchasing U.S. Equities during good and bad times while never selling unless there is no other choice.  Thus far, … [Read more]

Franklin Sector BPI Portfolio Review: 10 August 2023

August 10, 2023 By Lowell Herr

Before completing the review of the Franklin I checked to see if any sectors reached the oversold zone.  Not one sector is in this condition so there are no Buy recommendations.  The only remaining sector holding is Communications (VOX) as … [Read more]

Millikan Sector BPI Portfolio Review: 8 August 2023

August 8, 2023 By Lowell Herr

Yesterday I updated the Carson portfolio, one of several accounts managed using the Sector BPI Plus investing model.  This morning the Millikan, another Sector BPI portfolio, is scheduled for an update.  Over the last two reviews the Millikan gained … [Read more]

Hawking Portfolio Review: 4 August 2023

August 6, 2023 By hedgehunter

The Hawking Portfolio is a "Buy-and Hold" Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current … [Read more]

Darwin Portfolio Review: 4 August 2023

August 6, 2023 By hedgehunter

The Darwin Portfolio is an "all-weather" portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation … [Read more]

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Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Schrodinger Portfolio Review: 29 January 2026
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, 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.

Random Posts

  • Rutherford Portfolio Review (Tranche 3): 1 December 2023
  • Gauss Sector BPI Plus Portfolio Review: 17 August 2023
  • Rutherford Portfolio Review (Tranche 2): 19 January 2024
  • Hawking Portfolio Review: 4 August 2023
  • Copernicus Portfolio Review: 8 November 2024
  • McClintock Sector BPI Portfolio Review: 29 April 2025
  • Why Use Index Funds?
  • Sector BPI Portfolio Report: 27 November 2023
  • Broad Market Conditions: Pay Attention
  • Advisors Do Not Add Alpha
  • Bullish Percent Indicators: 21 July 2023

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