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Recent Blog Entry

McClintock Sector BPI Portfolio Update: 2 July 2026

McClintock is the Sector BPI portfolio due for an update.  This morning I checked the Point and Figure (PnF) graphs.  Energy (VDE) is still a Buy.  I assume everyone purchased the required number of shares.  Again, the number of shares is based on … [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

Millikan Asset Allocation Portfolio Update: 5 February 2025

The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model.  It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71.  When in total balance the beta should drop below … [Read More...]

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Bullish Percent Indicators: 30 June 2023

July 1, 2023 By Lowell Herr

We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish.  The "Misery Index" stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New … [Read more]

Analyzing Sector BPI Investing Model Sector By Sector: 29 June 2023

June 29, 2023 By Lowell Herr

As we near the end of the second quarter I thought readers might find it useful to see some data as to how well the different sectors performed when used in the Sector BPI Plus model.  What I did was use the Investment Account Manager (IAM) … [Read more]

Copernicus Portfolio Update: 28 June 2023

June 28, 2023 By Lowell Herr

After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio.  Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment … [Read more]

Bethe Portfolio Review: 27 June 2023

June 27, 2023 By Lowell Herr

The following Bethe update is not so much where the portfolio is currently.  Rather, it is the direction the portfolio is moving in the future.  Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs.  While I have … [Read more]

Rutherford Portfolio Review (Tranche 4): 23 June 2023

June 25, 2023 By hedgehunter

It wasn't a great week for US equities with the S&P 500 Index pulling back from the 1SD upper boundary of the uptrend channel: It still looks possible for US equities … [Read more]

Bullish Percent Indicators: 23 June 2023

June 24, 2023 By Lowell Herr

  While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture.  While every major index, with exception of the two Dow indexes, … [Read more]

Rutherford Portfolio Review (Tranche 3): 16 June 2023

June 17, 2023 By hedgehunter

Another bullish week in US Equities with the SPX continuing it's move within the uptrend channel and sitting at the upper 1 SD boundary - where we may see some resistance: This week's performance in US equities placed pretty near the … [Read more]

Rutherford Portfolio Review (Tranche 2): 9 June 2023

June 10, 2023 By hedgehunter

US equities continued to confirm their bullish trend over the past week although they could not close above the 4300 mark: 4300 is the 61.8% Fibonnaci retracement level from the October 2022 lows to the prior January 2022 all-time high. It is also a … [Read more]

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General Investment News

Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe 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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