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Recent Blog Entry

Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [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 Sector BPI Portfolio Review: 27 February 2025

Franklin is the next to last portfolio to be review in February.  Tomorrow I will update the Bohr and then we are into March.  Franklin is one of three Sector BPI portfolios.  The other two are Carson and McClintock. This morning I updated all the sector Bullish Percent Indicator data and only the Materials sector (represented by VAW) is in the oversold zone.  No changes are recommended as VAW is … [Read More...]

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Carson Sector BPI Portfolio Review: 19 March 2025

March 19, 2025 By Lowell Herr Leave a Comment

There was snow on the ground when the Carson was last reviewed.  Now here we are in the Spring of 2025 and it is time to update this Sector BPI portfolio.  In this volatile market we are testing the proposition that sectors that hit the oversold zone … [Read more]

Gauss Portfolio Review: 18 March 2025

March 18, 2025 By Lowell Herr

Gauss is another simplified asset allocation portfolio.  The goal is to concentrate on three asset classes with a fourth (SHV) used to house cash.  The portfolio is very cost effective as the expense ratios are very low. A broad market ETF … [Read more]

Moving Average Convergence/Divergence Indicator (MACD)

March 16, 2025 By Lowell Herr

Back in the 1970s I learned of Gerald Appel and his Moving Average Convergence Divergence (MACD) technical indicator.  Appel published and sold a pamphlet explaining the MACD model and how to calculate it on a Texas Instrument calculator.  This was a … [Read more]

Rutherford-Darwin Portfolio Review: 14 March 2025

March 16, 2025 By hedgehunter

This week saw an official "correction" in the trend of US Equities with a 10% pullback from the mid-February highs. This pullback also coincided with a test of resistance at the 61.8% Fibonacci retracement level at 5520: … [Read more]

Bethe Asset Allocation Portfolio Simplified: 14 March 2025

March 14, 2025 By Lowell Herr

Bethe is undergoing a further simplification.  This time narrowing the number of assets to five Exchange Traded Funds (ETFs) and most likely down to four as VTI will eventually be sold out of the portfolio. … [Read more]

Huygens Asset Allocation Portfolio Review: 13 March 2025

March 13, 2025 By Lowell Herr

"The most important key to successful investing can be summed up in just two words-asset allocation." - Michael Leboeuf     Huygens is the portfolio on tap for an update this morning.  This is one of the first portfolios to finally … [Read more]

Pauling Asset Allocation Portfolio Review: 12 March 2025

March 12, 2025 By Lowell Herr

Pauling is an Asset Allocation style portfolio converging on one year of operating under this investing model.  Over the past 3.25 years the results have been disappointing.  As the portfolio reaches the point where all asset classes are in balance, … [Read more]

Rebalancing Asset Allocation Portfolios: 12 March 2025

March 12, 2025 By Lowell Herr

If you are managing an Asset Allocation (AA) portfolio this blog is for you as I am going through the rebalancing process when managing an AA portfolio.  If you are not completely sure what an AA portfolio looks like follow portfolios such as the … [Read more]

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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

  • Huygens Portfolio Review: 22 July 2025
  • McClintock Sector BPI Portfolio Review: 17 December 2024
  • Bohr Portfolio Review: 12 July 2025
  • Millikan Portfolio Review: 1 July 2025
  • Carson Portfolio Review: 1 February 2023
  • Einstein Portfolio Review: 8 May 2025
  • Bethe Portfolio Review: 2 October 2025
  • McClintock Sector BPI Portfolio Review: 2 April 2024
  • Huygens Asset Allocation Portfolio Review: 6 January 2026
  • McClintock Portfolio Review: 19 September 2022
  • Financial Repression: Part III

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