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Recent Blog Entry

Dirac 2026 Portfolio Review: 31 July 2026

With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors within this broader market looks like this: with Buy recommendations on six of the ten sectors within the portfolio "quiver". In the past week I … [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

Dirac 2026 Portfolio Review: 27 February, 2026

The objective of the Dirac Portfolio is to outperform the S&P 500 stocks, as represented by the SPY ETF, by rotating between sectors that make up the S&P 500 Index. Current analysis of the component sectors looks like this: with Buy or Hold recommendations for all but XLC (Communications), XLF (Financials), XLK (Technology) and XLY (Consumer Discretionary). Of these, the only ETF that I … [Read More...]

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Rutherford-Darwin Portfolio Review: 17 January 2025

January 20, 2025 By hedgehunter

First, a look at the performance of US Equities over the past week shows that the initial weakness seen at the Open on Monday quickly turned around to see US Equities finish the week ~ 3% higher than last week's close: After dropping out of the … [Read more]

McClintock Sector BPI Portfolio Review: 17 January 2025

January 17, 2025 By Lowell Herr

Checking the Bullish Percent Indicator (BPI) data this morning, only Materials is oversold.  This sector, like most of the other 10, moved up since purchasing VAW.  Utilities and Energy moved above the 30% bullish line.  We need to keep a watchful … [Read more]

Einstein Portfolio Review: 16 January 2025

January 16, 2025 By Lowell Herr

Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk.  As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were … [Read more]

Millikan Portfolio Review: 15 January 2025

January 15, 2025 By Lowell Herr

"Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, … [Read more]

Gauss Portfolio Review: 14 January 2025

January 14, 2025 By Lowell Herr

The following paragraph within the quotes was AI generated.  "Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune … [Read more]

Carson Sector BPI Portfolio Review: 13 January 2025

January 13, 2025 By Lowell Herr

We begin a busy week of updates and reviews as at least one portfolio is scheduled each day.  Last Friday the Sector Bullish Percent Indicator (BPI) flashed a buy for Real Estate (VNQ).  Shares will be purchased this morning for those … [Read more]

Rutherford-Darwin Portfolio Review – 10 January 2025

January 12, 2025 By hedgehunter

I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the week. We … [Read more]

Bullish Percent Indicators: 10 January 2025

January 11, 2025 By Lowell Herr

Based on the slamming U.S. Equities experienced yesterday and most of this past week I thought it best to see how the Bullish Percent Indicators (BPI) data reacted.  Would any new sectors show up as a buy or did any sectors dip below the 30% bullish … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Bohr Portfolio Review: 7 July 2026

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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.

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Random Posts

  • Franklin Sector BPI Portfolio Review: 15 July 2025
  • Carson Sector BPI Portfolio Review: 2 September 2025
  • Gauss Portfolio Update: 13 January 2023
  • Carson Sector BPI Portfolio Update: 19 June 2026
  • Bethe Sector BPI Portfolio Review: 20 March 2024
  • Franklin Portfolio Review: 30 June 2023
  • Rutherford Portfolio Review (Tranche 4): 10 March 2023
  • Hawking Portfolio Review: 2 June 2023
  • Darwin Portfolio Review: 28 November 2025
  • Bullish Percent Indicators: 26 January 2024
  • Rutherford Portfolio Review (Tranche 3): 23 February 2024

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