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Recent Blog Entry

Bohr Portfolio Review: 12 July 2025

When developing a portfolio with retirement as a goal, do your best to never withdrawal funds as growth is interrupted.  That is what happened to both the Bohr and Einstein portfolios.  The owners of each needed funds for education and other emergencies.  When funds are withdrawn the benefits of dollar-cost-averaging is broken, thus stunting portfolio growth. … [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

Bullish Percent Indicators: 4 April 2025

"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 precipitous drop in prices as we … [Read More...]

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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]

Rutherford-Darwin Portfolio Review: 7 March 2025

March 8, 2025 By hedgehunter Leave a Comment

It was a volatile week in the US Equity markets with the SPX (S&P 500 Index) closing down ~3% on the week once the dust had settled on Friday: Markets are looking a little weak here as we … [Read more]

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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.

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