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Recent Blog Entry

ChatGPT Summary of ITA Wealth Management Blog

I asked ChatGPT this question.  What is the ITA Wealth Management blog all about?  Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched … [Read More...]

Membership

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]

Critical Material

Selecting Closed End Funds (CEFs)

Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio.  Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF Connect] is one … [Read More...]

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Blog Archives

A Review/Comparison of Momentum Systems

April 8, 2023 By hedgehunter

Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works "best" in all market conditions, and we … [Read more]

Kahneman-Tversky Portfolio Review: 6 April 2023

April 7, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio where we pick only one of three assets in our investment quiver (providing they have positive momentum relative to SHY - our "risk-free" benchmark fund). The only diversification here … [Read more]

Rutherford Portfolio Review (Tranche 3): 6 April 2023

April 7, 2023 By hedgehunter

In a holiday-shortened week US equities were relatively quiet but managed to close the week up ~1% from last week's close: However price is still hanging around in that pendant pattern (defined by yellow boundary lines of the bearish and bullish 2 … [Read more]

Copernicus Portfolio Review: 6 April 2023

April 6, 2023 By Lowell Herr

Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will … [Read more]

Rutherford Portfolio Review (Tranche 2): 31 March 2023

April 1, 2023 By hedgehunter

The first Quater of 2023 ended with US equities putting in a strong performance closing up over 3.6% from last week's close. Price is getting squeezed in that pendant zone between the 2 heavy yellow boundaries of the bearish and bullish trend … [Read more]

Schrodinger Robo Advisor Portfolio Update: 29 March 2023

March 29, 2023 By Lowell Herr

  The Schrodinger is a portfolio for all seasons.  Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio.  If one is still … [Read more]

Copernicus All Seasons Portfolio Review: 27 March 2023

March 27, 2023 By Lowell Herr

While I'm a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons - new readers at the top of the list.  Before anyone is overwhelmed with the various management tools, … [Read more]

Rutherford Portfolio Review (Tranche 1): 24 March 2023

March 25, 2023 By hedgehunter

Despite the negative reaction and high volatility following Wednesday's Fed announcements the SPX (S&P 500 Equity Index) managed to close the week a little over 1% higher from last week's close: However price is still sitting at the top of a 2 … [Read more]

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Popular Posts

  • Selecting Closed End Funds (CEFs)
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  • Hawking Portfolio Review: 3 October, 2025
  • Kepler CEF Portfolio Review: 12 September 2025
  • Huygens Portfolio Review: 19 August 2025
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General Investment News

Portfolios coming up for review.  Huygens and Schrodinger 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

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