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Recent Blog Entry

Copernicus Portfolio Review: 14 October 2025

Copernicus is one of the better performing ITA portfolios.  Set up to invest primarily in U.S. Equities the current portfolio is carrying an excess amount of cash as better buying opportunities are anticipated sometime in 2026. Copernicus Security Holdings Below is the current security holdings within the Copernicus … [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

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio?

Which Assets Should I Consider Holding and What System Should I Use to Manage my Portfolio? These are questions that all investors will ask. The answers are not simple or straightforward and will depend on our goals, objectives, tolerance for risk and even prejudices. Let’s start by … [Read More...]

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Buying Guidelines For BPI Model Portfolios: 9 December 2022

December 9, 2022 By Lowell Herr

BPI Model buying guidelines.  Two of the sixteen portfolios I track here on the ITA blog are now managed using the Bullish Percent Indicator (BPI) Model.  They are:  Carson and Franklin.  Thus far there have been few buying opportunities as the U.S. … [Read more]

ITA Portfolios: Breaking The Models Into Groups

December 5, 2022 By Lowell Herr

Sixteen portfolios are currently under management at ITA Wealth Management.  This does not include portfolios managed by Hedgehunter.  This blog post explains to readers how the different portfolios are handled or managed.  Each of the sixteen … [Read more]

Thanksgiving Wishes

November 24, 2022 By Lowell Herr

Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon.  Thank you for keeping in touch and reading this investment blog.  A few of you have been here for the nearly 15 years I've been writing this blog.  A special … [Read more]

McClintock Portfolio Review: 23 November 2022

November 23, 2022 By Lowell Herr

Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for … [Read more]

New Carson Launched: 4 November 2022

November 4, 2022 By Lowell Herr

Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The … [Read more]

Carson Portfolio: Creating A New Investing Model

November 3, 2022 By Lowell Herr

Coming sometime over the next two month is a new investing model.  I'll classify it as a Bullish Percent Indicator ETF Sector Model.  I've hinted at this approach from time to time, but have not laid out the investing strategy in detail.  I … [Read more]

Copernicus Portfolio Review: 19 October 2022

October 19, 2022 By Lowell Herr

Copernicus is the portfolio on the dock for updating this morning.  While performance is disappointing, this portfolio will eventually recover as new money is adding U.S. Equity shares at ever lower prices.  This is what the young investor needs to … [Read more]

On1 Photo RAW Hints: 6 October 2022

October 6, 2022 By Lowell Herr

For ease of post-processing photographs, I find On1 Photo RAW and Luminar Neo to be among the easiest and most powerful tools available.  I recently canceled my subscription to Adobe as I found I was using Lightroom less and less.  If you love … [Read more]

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General Investment News

Portfolios coming up for review.  Bohr, Franklin, and Carson 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.

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Random Posts

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