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Recent Blog Entry

Dirac 2026 Portfolio Review: 31 July 2026

With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors within this broader market looks like this: with Buy recommendations on six of the ten sectors within the portfolio "quiver". In the past week I … [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

Huygens Portfolio Update: 2 March 2026

We begin the month of March with an update of the Huygens.  The asset allocation model is a combination of equities for growth and income ETFs to provide some resistance should we see a major market draw-down.  Below I will explain how I am using Trailing Stop Loss Orders (TSLOs) to reduce major losses. … [Read More...]

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Schrodinger Portfolio Review: 11 April 2025

April 14, 2025 By Lowell Herr 1 Comment

Schrodinger is the gold standard when it comes to passive investing.  This portfolio answers the question, "Who will manage the family portfolio when I die?"  This style portfolio goes by several titles.  The general classification is Robo Advisor … [Read more]

Rutherford-Darwin Portfolio Review: 11 April 2025

April 13, 2025 By hedgehunter Leave a Comment

It was another crazy week in the US equity markets with the SPX (S&P 500 Index) closing the week ~5.7% higher than last week's close: … [Read more]

Bullish Percent Indicators: 11 April 2025

April 12, 2025 By Lowell Herr 1 Comment

Based on the high volatility of the U.S. Equities market this week I thought it expedient to post the latest Bullish Percent Indicator (BPI) data.  For those not familiar with BPI graphs, it is an entirely different way to plot price movements of … [Read more]

What Should I Do If I Sell My House or Come Into An Inheritance?

April 11, 2025 By Lowell Herr 3 Comments

The answer to the above question of what to do with a sizable infusion of new cash has multiple answers.  This blog lays out one path for individuals fortunate enough to be faced with this question.  The following plan assumes one does not need this … [Read more]

Huygens Asset Allocation Portfolio Review: 11 April 2025

April 11, 2025 By Lowell Herr Leave a Comment

Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach.  While different asset classes or even different securities might be used, the basic approach is to diversify across the globe.  Readers see this is the … [Read more]

McClintock Portfolio Update: 10 April 2025

April 10, 2025 By Lowell Herr Leave a Comment

McClintock is the last of the three Sector BPI portfolios to be reviewed this week.  Yesterday's up market looks to be nothing more than a "Dead Cat Bounce."  Sectors still under water this morning "mandated" I sell all shares in the holding ETF, … [Read more]

Carson Portfolio Update: 10 April 2025

April 9, 2025 By Lowell Herr Leave a Comment

  The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge.  This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such as we have … [Read more]

Franklin Portfolio Update: 8 April 2025

April 8, 2025 By Lowell Herr Leave a Comment

Stay the course.  Stick with the investment plan.  That is the advice I am following with the Franklin Sector BPI portfolio in this update.  Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone.  … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Bohr Portfolio Review: 7 July 2026

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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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  • Kepler Portfolio Review: 22 August 2023
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  • Rutherford Portfolio Review (Tranche 3): 12 July 2024
  • Rutherford Portfolio Review (Tranche 2): 20 December 2024
  • Kahneman-Tversky Portfolio Review: 7 July, 2023

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