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Recent Blog Entry

Einstein Portfolio Review: 30 September 2026

Einstein is the Asset Allocation portfolio updated this morning.  Shares of SCHO were sold to raise cash to bring several new ETFs into balance.  Check out the asset allocation model shown in the next data table. … [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]

Portfolio Management

Pauling Dual Momentum Portfolio Review: 25 April 2023

Pauling, a Dual Momentum™ style portfolio, is the account up for review this morning.  Either the model is deficient or I've not managed it well.  The end result is that the Pauling is one of the worst performers tracked here at ITA.  I will work with the model for a few more months or even untill the end of the year.  If there is not performance improvement I will switch investment models to one … [Read More...]

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Bullish Percent Indicators: 11 April 2025

April 12, 2025 By Lowell Herr

Based on the high volatility of the U.S. Equities market this week I thought it expedient to post the latest Bullish Percent Indicator (BPI) data.  For those not familiar with BPI graphs, it is an entirely different way to plot price movements of … [Read more]

What Should I Do If I Sell My House or Come Into An Inheritance?

April 11, 2025 By Lowell Herr

The answer to the above question of what to do with a sizable infusion of new cash has multiple answers.  This blog lays out one path for individuals fortunate enough to be faced with this question.  The following plan assumes one does not need this … [Read more]

Huygens Asset Allocation Portfolio Review: 11 April 2025

April 11, 2025 By Lowell Herr

Huygens is one of numerous portfolios managed using the time tested Asset Allocation approach.  While different asset classes or even different securities might be used, the basic approach is to diversify across the globe.  Readers see this is the … [Read more]

McClintock Portfolio Update: 10 April 2025

April 10, 2025 By Lowell Herr

McClintock is the last of the three Sector BPI portfolios to be reviewed this week.  Yesterday's up market looks to be nothing more than a "Dead Cat Bounce."  Sectors still under water this morning "mandated" I sell all shares in the holding ETF, … [Read more]

Carson Portfolio Update: 10 April 2025

April 9, 2025 By Lowell Herr

  The following data was scheduled for publication at least one day ago, but I was distracted due to the market plunge.  This portfolio is the oldest of the Sector BPI portfolios, but it has not been through a volatile market such as we have … [Read more]

Franklin Portfolio Update: 8 April 2025

April 8, 2025 By Lowell Herr

Stay the course.  Stick with the investment plan.  That is the advice I am following with the Franklin Sector BPI portfolio in this update.  Shares of SHV were sold to raise cash in order to populate the sectors currently in the oversold zone.  … [Read more]

Rutherford-Darwin Portfolio Review: 4 April 2025

April 7, 2025 By hedgehunter

It was a brutal week in just about all major markets with the SPX losing a little over 9% from last week's close - most of this within the last 2 days of the week with concerns over the effects that tariffs might have on the cost of living and the … [Read more]

Bullish Percent Indicators: 4 April 2025

April 5, 2025 By Lowell Herr

"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]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
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  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Financial Repression: Part 1
  • Dual Momentum Investing by Gary Antonacci

General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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

  • Financial Repression: Part 1
  • Keeping It Simple: Building A Basic Portfolio
  • Franklin Sector BPI Portfolio Review: 19 September 2024
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  • Kepler Sector BPI Portfolio Review: 26 March 2024
  • Bohr Portfolio Review: 16 June 2022
  • Franklin Portfolio Update: 8 April 2025
  • Millikan Portfolio Review: 25 July 2025
  • Recession: Will Equities Drop In The Next 18 Months?
  • Bullish Percent Indicators: 4 April 2025

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