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Recent Blog Entry

Hawking Portfolio Review: 14 July 2025

The Hawking Portfolio does not require a lot of attention as it is designed more as a Buy-And-Hold Portfolio to generate "Income" rather than to rely primarily on "growth" as required in more common equity portfolios.  Although there may be … [Read More...]

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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

What Is On The Other Side Of The 3 x 5 Card?

What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall … [Read More...]

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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]

Bullish Percent Indicators: 4 April 2025

April 5, 2025 By Lowell Herr 5 Comments

"Democracy is the theory that the common people know what they want, and deserve to get it good and hard." - H. L. Menckken In all the years I've been tracking the Bullish Percent Indicators (BPI), as shown below, I never witnessed such a … [Read more]

Copernicus Portfolio Review: 28 March 2025

March 28, 2025 By Lowell Herr Leave a Comment

With this portfolio review of the Copernicus comes a few adjustments.  I am adding SCHD to the existing asset classes and altering the recommended percentages to invest in each.  No plans are in the works to sell off any securities that are over … [Read more]

Millikan Portfolio Review: 20 March 2025

March 20, 2025 By Lowell Herr Leave a Comment

Investors with minimum available time for portfolio management will find the Millikan, as well as several other ITA portfolios, of interest when saving for retirement.  This portfolio focuses on four ETFs.  VOO is our standard ETF to track the … [Read more]

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 … [Read more]

Gauss Portfolio Review: 18 March 2025

March 18, 2025 By Lowell Herr Leave a Comment

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 6 Comments

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]

Rebalancing Asset Allocation Portfolios: 12 March 2025

March 12, 2025 By Lowell Herr Leave a Comment

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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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, 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.

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

  • Hawking Portfolio Review: 7 July 2023
  • New Carson Launched: 4 November 2022
  • Huygens Asset Allocation Portfolio Review: 26 September 2024
  • Kahneman-Tversky Portfolio Review: 8 January 2025
  • Reviewing The Fundamentals of Investing
  • Bullish Percent Indicators: 31 May 2024
  • Rebalancing Asset Allocation Portfolios: 12 March 2025
  • Kahneman-Tversky Portfolio Review: 1 March, 2024
  • Two Quarter Rotations of Sector BPI Performance: 29 April 2024
  • Bullish Percent Indicators: 24 November 2023
  • Franklin Sector BPI Portfolio Review: 12 June 2025

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