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Recent Blog Entry

Carson Sector BPI Portfolio Review: 8 September 2026

Carson is the Sector BPI portfolio up for review today.  The single significant sector move occurred with the Industrial section of the S&P 500.  Industrials came within a whisker of moving into the oversold zone so I used available cash to add 10 shares of VIS to the Carson.  No new sell orders are in place. Carson Sector Holdings Below are the current Carson holdings.  Several sectors were … [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: 29 April 2024

Franklin (named for Rosalind - British chemist) is a small Sector BPI portfolio or one of eleven ITA portfolio using this particular investing model.  Not all eleven are reported on this blog as some owners prefer the data not be public. Several of the screenshots come out of the Kipling spreadsheet.  The first, second, and third screenshots below are from the Kipling. No sectors are currently … [Read More...]

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Rutherford-Darwin Portfolio Review: 21 February 2025

February 24, 2025 By hedgehunter

After hitting new all-time highs on Wednesday, US Equities collapsed on Friday with prices now sitting on the lower boundary of the longer-term uptrend channel: Thus, we remain in the choppy sideways consolidation range that we have been in for the … [Read more]

Huygens Asset Allocation Portfolio Review: 21 February 2025

February 22, 2025 By Lowell Herr

By the end of the week portfolios last updated back in January will at least have information as current as February.  Huygens is such a portfolio as it has been weeks since the last review.  Huygens is an asset allocation portfolio that is slowly … [Read more]

Pauling Asset Allocation Portfolio: 21 February 2025

February 21, 2025 By Lowell Herr

Pauling is an Asset Allocation portfolio holding a wide variety of ETFs designed to cover the globe.  A sizable percentage of the portfolio is allocated to international markets, something not emphasized within a number of other ITA portfolios.  … [Read more]

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]

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General Investment News

Portfolios coming up for review.  Pauling, Carson, and Kepler 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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  • Portfolio Performance Update: 9 May 2024
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