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Recent Blog Entry

Carson Sector BPI Portfolio Update: 19 June 2026

That fact that the NYSE is closed today is not an issue as I was able to populate Energy (VDE) yesterday when this sector flashed a Buy signal.  The Carson Sector BPI portfolio is one of the … [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]

Portfolio Management

ETF Rankings: VEU and IDV Lose Ground

Two international ETFs lost ground over the last few trading days.  Both VEU and IDV are now performing below SHY as Platinum members can see from the rankings table shown below. ETF Rankings:  Based on the following data we will continue to lower allocations to asset classes such as … [Read More...]

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A Review/Comparison of Momentum Systems

April 8, 2023 By hedgehunter

Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works "best" in all market conditions, and we … [Read more]

Kahneman-Tversky Portfolio Review: 6 April 2023

April 7, 2023 By hedgehunter

The Kahneman-Tversky Portfolio is a simple Dual Momentum Portfolio where we pick only one of three assets in our investment quiver (providing they have positive momentum relative to SHY - our "risk-free" benchmark fund). The only diversification here … [Read more]

Rutherford Portfolio Review (Tranche 3): 6 April 2023

April 7, 2023 By hedgehunter

In a holiday-shortened week US equities were relatively quiet but managed to close the week up ~1% from last week's close: However price is still hanging around in that pendant pattern (defined by yellow boundary lines of the bearish and bullish 2 … [Read more]

Copernicus Portfolio Review: 6 April 2023

April 6, 2023 By Lowell Herr

Copernicus is the passively managed portfolio up for review this morning.  This portfolio is easy to manage and update and it happens to be one of the more successful portfolios tracked here at ITA.  As readers will … [Read more]

Rutherford Portfolio Review (Tranche 2): 31 March 2023

April 1, 2023 By hedgehunter

The first Quater of 2023 ended with US equities putting in a strong performance closing up over 3.6% from last week's close. Price is getting squeezed in that pendant zone between the 2 heavy yellow boundaries of the bearish and bullish trend … [Read more]

Schrodinger Robo Advisor Portfolio Update: 29 March 2023

March 29, 2023 By Lowell Herr

  The Schrodinger is a portfolio for all seasons.  Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio.  If one is still … [Read more]

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]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
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  • Portfolio Hedge: 27 March 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Portfolio Diversification: 6 June 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Kepler and Gauss 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

  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Millikan Sector BPI Portfolio Review: 6 September 2024
  • Darwin Portfolio Review: 17 May, 2024
  • Preparing the Millikan For Transition: 26 December 2022
  • Debunking Dividend Fallacies
  • Rutherford Portfolio Review (Tranche 2): 2 August 2024
  • Carson Sector BPI Portfolio Review: 14 February 2025
  • Bullish Percent Indicators: 28 July 2023
  • Schrodinger Robo Advisor Portfolio Update: 29 March 2023
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gauss Sector BPI Plus Portfolio Review: 17 August 2023

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