With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine. Suppose you are interested in Sector BPI investing information. First, there are three portfolios managed using this investment strategy … [Read More...]
Millikan Portfolio Review: 27 July 2026
"Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows." — Jim Rogers Millikan is the "recession resistant" portfolio up for review this morning. Before diving into the analysis let me attempt to write down … [Read more]
Copernicus Portfolio Update: 22 July 2026
Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities. VOO was the primary ETF used for many months. With the market over heated and the market drivers concentrated within such a few stocks I've backed off … [Read more]
Gauss Portfolio Review: 21 July 2026
Gauss is another ITA portfolio waiting for a major market correction. As currently structured the income is nearly 3.4% and those dividends will be used judiciously to bring asset classes well below target up closer to target. There is no hurry to … [Read more]
Dirac 2026 Portfolio Review: 20 July 2026
Since my last review I have made 3 adjustments to the Dirac Portfolio (red box): On 7 July I got a Sell Signal for XLI (Industrials) in the analysis sheet with the momentum/acceleration graph looking like this: … [Read more]
Darwin 2026 Portfolio Review: 20 July 2026
US Equities, as represented by the SPX (S&P 500 Index), continue to oscillate in the 7300-7600 range and closed the week ~1.5% lower than last week's close at ~7460: … [Read more]
Kepler Portfolio Review: 20 July 2026
Kepler and Gauss are the two portfolios up for review this week. Neither are top performers while both are set up to resist the coming market draw-down. This morning I added more shares of SCHO and SGOV to the Kepler. When the August dividends … [Read more]
Carson Sector BPI Portfolio Update: 16 July 2026
Carson is the Sector BPI portfolio scheduled for review this summer morning. As with all the Sector BPI portfolios this one is performing quite well. Since the last review VIS and VHT hit the 3% Trailing Stop Loss Order price and were sold. Shares … [Read more]
Einstein Portfolio Update: 14 July 2026
What to do with a poor performing portfolio? Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target. Instead of concentrating on the Internal Rate of Return, … [Read more]
- « Previous Page
- 1
- …
- 3
- 4
- 5
- 6
- 7
- …
- 183
- Next Page »