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Recent Blog Entry

Einstein Portfolio Update: 10 August 2026

To simplify is the direction I am taking the Einstein.  A number of adjustments took place since the last review of this less than stellar performing portfolio. … [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

Einstein Portfolio Review: 29 January 2024

Einstein is the Sector BPI portfolio up for review this morning.  One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO).  Neither asset class is currently recommended for purchase so now is a good time to add these two additional securities to the investment quiver. The Kipling spreadsheet is used to determine is … [Read More...]

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Huygens Asset Allocation Portfolio Review: 30 January 2025

January 30, 2025 By Lowell Herr

“The stock market is a device to transfer money from the impatient to the patient.” - Warren Buffett Huygens is another asset allocation portfolio that has been using this well-known investment model for a little less than one year.  The portfolio … [Read more]

Bohr Portfolio Review: 27 January 2025

January 27, 2025 By Lowell Herr

The most important key to successful investing can be summed up in just two words - asset allocation. Michael LeBoeuf With few exceptions such as Developed International Equities (VEA) the Bohr portfolio is gradually coming into balance.  In a few … [Read more]

Rutherford-Darwin Portfolio Review: 24 January 2025

January 25, 2025 By hedgehunter

Another bullish week in US Equities with the SPX (S&P 500 Index) closing the week ~1.7% higher than last week's Close  despite weakness on Friday: So much for the predictive powers of "Head and Shoulders" patterns - but wait - maybe it's a … [Read more]

Kepler Asset Allocation Portfolio Review: 24 January 2025

January 25, 2025 By Lowell Herr

Kepler is a typical portfolio in that the investing model is based on the classic asset allocation model.  The Schrodinger is another asset allocation portfolio, although the securities used to populate the portfolio are different.  In addition, the … [Read more]

Pauling Asset Allocation Portfolio Review: 22 January 2025

January 22, 2025 By Lowell Herr

Asset Allocation is a long-standing portfolio management model.  What sets such portfolios apart is the choice of assets used to populate the portfolio.  Readers will find the Pauling is well diversified across many different asset classes giving … [Read more]

Copernicus Portfolio Review: 21 January 2025

January 21, 2025 By Lowell Herr

"An investment in knowledge pays the best interest." - Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities.  Never sell unless there is an absolute emergency. If one were … [Read more]

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]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
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  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Bohr Portfolio Review: 7 July 2026
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General Investment News

Portfolios coming up for review.  Einstein, 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

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