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Recent Blog Entry

Dirac 2026 Portfolio Review: 20 July 2026

Since my last review I have made 3 adjustments to the Dirac Portfolio (red box): On 7 July I got a Sell Signal for XLI (Industrials) in the analysis sheet with the momentum/acceleration graph looking like this: … [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

Franklin Sector BPI Portfolio Review: 22 October 2025

Patients paid off as there was action this week in the sectors market.  Materials dipped to a 30% bullish level so I added shares of VAW to each of the three Sector BPI portfolios of which Franklin is one.  Not showing up in the first screenshot is the addition of another two shares of SHV so the cash is nearly zero. … [Read More...]

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Kahneman-Tversky Portfolio Review: 8 January 2025

January 10, 2025 By hedgehunter

At the end of every year (at least) I take a look at my portfolios and ask myself the question - "Is it worth the effort trying to actively manage my portfolios rather than simply holding an Index fund ?" (for example). As we see in many of our … [Read more]

Hawking Portfolio Review: 8 January, 2025

January 10, 2025 By hedgehunter

Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield - or over $1,000 per month "income" … [Read more]

Einstein Portfolio Update: 8 January 2025

January 8, 2025 By Lowell Herr

As we move into 2025 portfolios such as the Einstein will move toward greater simplification.  After a number of years of observation it is the most basic of asset allocation portfolios that are performing best, both from Internal Rate of Return data … [Read more]

Rutherford Portfolio Review (Part 2 – Options): 6 January 2025

January 8, 2025 By hedgehunter

After making a mandatory ~$20,000 withdrawal from the Rutherford Portfolio, that I had been managing using a strict momentum model, I was left with ~$70,000 for future investment. Going forward into 2025, and beyond, I plan to split these funds into … [Read more]

2025: A Year To Simplify

January 7, 2025 By Lowell Herr

Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios.  Those that will remain unchanged, at least for now, are:  Copernicus, Schrodinger, and Carson.  Each of these three portfolios uses a … [Read more]

Darwin Portfolio Review: 3 January 2025

January 6, 2025 By hedgehunter

I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification … [Read more]

Bethe Asset Allocation Update: 6 January 2024

January 6, 2025 By Lowell Herr

Bethe is the Asset Allocation portfolio up for review this morning.  The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe.  Unrest in the energy sector continues to … [Read more]

Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025

January 6, 2025 By hedgehunter

Although this post is titled "Rutherford Portfolio Review" it is not really a review of the portfolio that I have reported on in the past as I have (officially) closed that portfolio down in order to document how it is possible to manage relatively … [Read more]

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General Investment News

Portfolios coming up for review.  Pauling, Einstein, 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.

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