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Recent Blog Entry

Gauss Portfolio Review: 29 April 2026

Yesterday the U.S. Equities market took quite a hit.  This morning stocks are down again.  What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market?  Check out this YouTube video.  If the video does not start at the beginning, … [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

McClintock Sector BPI Portfolio Review: 29 April 2025

McClintock is one of three portfolios managed using the Sector BPI model.  The other two are the Carson and Franklin, named after Rachel and Rosalind respectively.  During the recent market declines numerous sectors dropped into the oversold zone.  In other words, many sectors ended up with 30% … [Read More...]

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Copernicus All Seasons Portfolio Review: 27 March 2023

March 27, 2023 By Lowell Herr

While I'm a few days early updating the Copernicus, I need to insert this analysis into the mix for several reasons - new readers at the top of the list.  Before anyone is overwhelmed with the various management tools, … [Read more]

Rutherford Portfolio Review (Tranche 1): 24 March 2023

March 25, 2023 By hedgehunter

Despite the negative reaction and high volatility following Wednesday's Fed announcements the SPX (S&P 500 Equity Index) managed to close the week a little over 1% higher from last week's close: However price is still sitting at the top of a 2 … [Read more]

Rutherford Portfolio Review (Tranche 5): 17 March 2023

March 18, 2023 By hedgehunter

It was a difficult week in the US equity markets with the SPX gaining ~1% in a volatile week of market action: We are at the bottom of a 2 SD  short-term uptrend channel and close to the top of a 2 SD longer term downtrend … [Read more]

Bullish Percent Indicators: 18 March 2023

March 18, 2023 By Lowell Herr

This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday's market action … [Read more]

Schrodinger Portfolio Review: 15 March 2023

March 14, 2023 By Lowell Herr

One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term … [Read more]

Rutherford Portfolio Review (Tranche 4): 10 March 2023

March 11, 2023 By hedgehunter

It was a brutal week in the US equity markets with stocks down ~5% on the week: This has taken us below the 200-day Simple Moving Average (SMA) and other potential support levels at ~3940 and back into the 1 SD downtrend channel that started at the … [Read more]

Hawking Portfolio Review: 3 March, 2023

March 5, 2023 By hedgehunter

The Hawking Portfolio is an "Income" portfolio built from Closed-End-Funds (CEFs). As such, it requires very little management, other than to re-invest any dividends paid, except for occasional reviews to check on current yields … [Read more]

Kahneman-Tversky Portfolio Review: 3 March 2023

March 4, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum (DM) Portfolio that needs little adjustment/management. The choice is to invest in only one of three ETFs or move to Cash (or SHY). The only "complexity" comes from the fact that the portfolio … [Read more]

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Popular Posts

  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Schrodinger Portfolio Review: 29 January 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

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

  • Bullish Percent Indicators: 9 June 2023
  • Carson Sector BPI Portfolio Review: 18 July 2025
  • Kepler Portfolio Update: 19 December 2025
  • Kahneman-Tversky Portfolio Review: 5 April, 2024
  • Where To Begin If You Have Never Managed a Portfolio*
  • Bullish Percent Indicators: 20 January 2023
  • Copernicus Portfolio Review: 3 May 2023
  • Bullish Percent Indicators: 24 February 2023
  • Rutherford Portfolio Review (Tranche 4): 24 May 2024
  • Kahneman-Tversky Portfolio Review: 3 February 2023
  • Rutherford Portfolio Review (Tranche 1): 22 September 2023

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