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Recent Blog Entry

Dirac 2026 Portfolio Review: 2 April 2026

This week saw a lot of volatility in the US Equity Markets, so let's take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB - Materials), XLE (Energy), XLI … [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]

Sector BPI

Carson Portfolio Review: 20 February 2023

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data … [Read More...]

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McClintock Sector BPI Portfolio Review: 15 December 2025

December 15, 2025 By Lowell Herr Leave a Comment

McClintock is the Sector BPI portfolio up for review this morning.  The three Sector BPI portfolios are investment models unique to the ITA blog.  For more information on this model, go to the Categories menu found in the right sidebar and look for … [Read more]

Copernicus Portfolio Update: 14 December 2025

December 13, 2025 By Lowell Herr Leave a Comment

Copernicus is an equity oriented portfolio designed for young investors or folks who have 10 to 15 years of investing ahead.  Investors in retirement who are still able to save a modest amount each month are encouraged to use this asset allocation … [Read more]

Millikan Portfolio Review: 4 December 2025

December 4, 2025 By Lowell Herr Leave a Comment

  Millikan is a "classic" asset allocation portfolio in that it is made up of all cap size U.S. Equities, developed and emerging international markets, domestic and international bonds, real estate, crypto currency, gold, and … [Read more]

Schrodinger Robo Advisor Portfolio Review: 26 November 2025

November 26, 2025 By Lowell Herr Leave a Comment

Schrodinger is a Robo Advisor portfolio or what Schwab refers to as an "intelligent portfolio."  This portfolio is computer managed so the owner is hands off other than to continue to save and add to the portfolio.  Schrodinger is truly a passive … [Read more]

Bullish Percent Indicators: 21 November 2025

November 22, 2025 By Lowell Herr 2 Comments

It has been months since I last published Bullish Percent Indicator (BPI) data as little changed until the last several weeks.  This past week we had sufficient volatility to where several sectors dropped into the oversold zone and we purchased … [Read more]

Carson Sector BPI Portfolio Update: 21 November 2025

November 21, 2025 By Lowell Herr Leave a Comment

Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal.  In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone.  In other words, … [Read more]

Recession: Will Equities Drop In The Next 18 Months?

November 18, 2025 By Lowell Herr 3 Comments

There are two reasons for posting this blog. With Recession in the title, readers a year from now can Google the word and come up with this post showing when ITA was sounding the alarm for the coming recession - or worse.  In fact, I … [Read more]

Copernicus Portfolio Review: 14 November 2025

November 14, 2025 By Lowell Herr Leave a Comment

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 … [Read more]

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Popular Posts

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  • McClintock Sector BPI Portfolio Update: 16 January 2026
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  • Portfolio Hedge: 27 March 2026
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General Investment News

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

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  • Why I Use ETFs Instead of Individual Stocks
  • Copernicus Portfolio Update: 15 January 2026
  • Carson Sector BPI Portfolio Review: 28 October 2023
  • The Elements of Investing: Part II
  • Hawking Portfolio Review: 10 May, 2024
  • Rutherford Portfolio Review (Tranche 4): 19 July 2024
  • Strategic Asset Allocation: A Starting Point For Portfolio Construction
  • Bullish Percent Indicator Data: 6 October 2023
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  • The Golden Rule of Investing

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