ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

Membership

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]

Portfolio Management

Hawking Portfolio Review: 1 August 2025

Normally there is not a lot for me to say in my reviews of the Hawking Portfolio because I like to try to keep it as a low maintainance (close to Buy-And-Hold) portfolio that generates steady monthly income at a predicable 8-12% level. This is achieved through a selection of diversified Closed-End-Funds (CEFs) or ETFs.  Lowell and Lee Cash are working on how we might analyze the Funds to … [Read More...]

More Posts from this Category

Search

Categories

Blog Archives

McClintock Sector BPI Portfolio Review: 20 February 2025

February 20, 2025 By Lowell Herr

McClintock is one of three Sector BPI portfolio tracked here on the ITA blog.  Based on the latest Bullish Percent Indicator data there are no new recommendations.  None of the sectors held in the McClintock are overbought and there are no oversold … [Read more]

Gauss Asset Allocation Portfolio Review: 19 February 2025

February 19, 2025 By Lowell Herr

Gauss is one of the portfolios converted from the Sector BPI investing model over to a simplified Asset Allocation investing model.  This will reduce workload as well as shift investments toward a more conservative asset allocation.  As with the … [Read more]

Millikan Asset Allocation Portfolio Review: 18 February 2025

February 18, 2025 By Lowell Herr

Millikan is the asset allocation portfolio scheduled for review this morning.  This is a simplified version of other asset allocation portfolios in that the Millikan is using only six ETFs.  With the Millikan there is less emphasis on equities.  … [Read more]

Rutherford-Darwin Portfolio Review: 14 February 2025

February 16, 2025 By hedgehunter

It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish … [Read more]

Carson Sector BPI Portfolio Review: 14 February 2025

February 14, 2025 By Lowell Herr

Happy Valentine's Day Today marks the 17th anniversary of the ITA Wealth Management blog.  Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000 posts.  I moved to a more secure server … [Read more]

Kepler Portfolio Review: 13 February 2025

February 13, 2025 By Lowell Herr

Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming … [Read more]

Einstein Portfolio Update: 11 February 2025

February 11, 2025 By Lowell Herr

Einstein is the portfolio up for review this morning.  As mentioned in a prior blog post the owner of the Einstein needed educational funds at the wrong time based on market action.  Selling shares in a down market is not conducive to producing good … [Read more]

Rutherford-Darwin Portfolio Review: 7 February 2025

February 9, 2025 By hedgehunter

Another rather volatile week in US equity markets with no clear indication of a short-term trend: ..... although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US … [Read more]

  • « Previous Page
  • 1
  • …
  • 49
  • 50
  • 51
  • 52
  • 53
  • …
  • 179
  • Next Page »

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression Portfolio: Part V
  • Financial Repression: Part IV
  • Schrodinger Portfolio Update: 8 July 2026
  • Financial Repression: Part III

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, 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

  • Rutherford-Darwin Portfolio Review: 28 March 2025
  • Bullish Percent Indicators: 1 March 2024
  • Darwin 2026 Portfolio Review: 16 January 2026
  • Millikan Sector BPI Portfolio Review: 6 February 2024
  • Carson Sector BPI Plus Portfolio Update: 20 April 2023
  • Gauss Portfolio Update: 22 December 2025
  • Franklin Sector BPI Portfolio Review: 2 October 2023
  • Franklin Sector BPI Portfolio Review: 4 June 2025
  • Einstein Asset Allocation Portfolio Review: 10 November 2025
  • Bethe Sector BPI Portfolio Review: 5 December 2023
  • Kahneman-Tversky Portfolio Review: 7 June, 2024

Log in | Website Design by BOING