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Recent Blog Entry

Copernicus Portfolio Review: 14 November 2025

As you move through this update of the Copernicus, don't neglect to listen to the video linked at the bottom of the page.  There are other YouTube videos also explaining the seven stages that align before a major market draw-down.  Since the Copernicus is an equity only portfolio, … [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]

Critical Material

Another Reason To Prefer ETFs Over Mutual Funds

ETFs Preferred Over Mutual Funds If you hold mutual funds in a taxable account be prepared to get hit with a sizable tax bill even if you never sold any funds.  In an article in the Sunday Oregonian it was reported that some funds are declaring a capital gains distribution … [Read More...]

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Huygens Portfolio Review: 9 February 2023

February 9, 2023 By Lowell Herr

As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%.  I don't anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds … [Read more]

Kahneman-Tversky Portfolio Review: 3 February 2023

February 8, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio that needs little management/adjustment. It is split into two portions - one that is relatively slow in reacting to changes in market conditions - the Kahneman portion - and one that … [Read more]

Rutherford Portfolio Review (Tranche 4): 3 February 2023

February 4, 2023 By hedgehunter

US Equities had another strong week with the S&P 500 Index up close to 2% on the week and ~7.7% in the month from the closing price on 31 December 2022: We have now taken out … [Read more]

Carson Portfolio Review: 1 February 2023

February 1, 2023 By Lowell Herr

Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few … [Read more]

Rutherford Portfolio Review (Tranche 3): 27 January 2023

January 29, 2023 By hedgehunter

It was a bullish week for US equities with the SPX up over 2.6% on the week: and touching (but not closing above) the 4100 level that might indicate a reversal of the 2022 downtrend. In terms of relative strength, US equities outperformed all … [Read more]

Bullish Percent Indicators: 27 January 2023

January 28, 2023 By Lowell Herr

"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]

Copernicus Portfolio Review: 27 January 2023

January 27, 2023 By Lowell Herr

Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not … [Read more]

Rutherford Portfolio Review (Tranche 2): 20 January 2023

January 23, 2023 By hedgehunter

It's the year of the Rabbit and we're hopping around tentatively trying to find a direction for the markets in 2023: I've updated the trend channels in the above figure, since these are somewhat discretionary, but it is … [Read more]

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General Investment News

Portfolios coming up for review.  Kepler and Bohr 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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