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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

Gauss Sector BPI Portfolio Review: 24 April 2024.

Earlier this morning I posted a blog using Asset Allocation principles with the Pauling.  Gauss uses an entirely different investing model.  This investing model is unique to ITA Wealth Management and it is called the Sector BPI™ model.  At least I've not found anyone else using this approach to investing. The idea is to purchase Vanguard sector ETFs when the Bullish Percent Indicator (BPI) is … [Read More...]

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Bullish Percent Indicator Data: 20 December 2024

December 21, 2024 By Lowell Herr

The waiting is over as the market decline this week pushed two sectors into the oversold zone.  In addition to the two recommended purchases there is a third sector on the brink of an oversold condition. In the next screenshot readers will see that … [Read more]

Copernicus Portfolio Review: 19 December 2024

December 19, 2024 By Lowell Herr

Keep it simple is the philosophy of the Copernicus portfolio.  Invest only in U.S. Equities such as VOO and VTI and never sell unless there is an emergency.  Keep cash levels low and expenses to a minimum.  One reason for including ESGV as part of … [Read more]

Pauling Asset Allocation Portfolio Review: 17 December 2024

December 18, 2024 By Lowell Herr

Dividends and the possibility of the owner adding new money create the opportunity to rebalance Asset Allocation (AA) portfolios.  The Pauling is getting there as most of the asset classes are within plus or minus one percentage point (1.0%) of the … [Read more]

McClintock Sector BPI Portfolio Review: 17 December 2024

December 17, 2024 By Lowell Herr

We have been waiting for what seemed like months for some action within one of the eleven sectors.  This morning that action arrived as Materials dropped into the oversold zone with a reading of 24.13% bearish.  Oversold is defined when the number of … [Read more]

ITA Portfolio Performance Data: 13 December 2024

December 14, 2024 By Lowell Herr

After a number of down days for U.S. Equities and since I've not posted this performance information for a number of months, this morning seemed like a good time to update this data table.  While most of the portfolios are much older than three … [Read more]

Rutherford Portfolio Review (Tranche 1): 13 December 2024

December 14, 2024 By hedgehunter

Partial Remains of Hadrian's Wall - a 73 Mile Fortress of the Roman Empire across the North of England US equity markets were quiet again this week remaining in consolidation mode around the 6100 level in the SPX (S&P 500 Index): Prices closed … [Read more]

Einstein Asset Allocation Portfolio Review: 11 December 2024

December 12, 2024 By Lowell Herr

The Einstein is one of ten Asset Allocation (AA) portfolios I track here on the ITA blog.  Eight are reported on regularly and two of the ten include the Schrodinger and Copernicus.  The Copernicus is a special breed as I am only using U.S. Equities … [Read more]

Gauss Sector BPI Portfolio Review: 9 December 2024

December 9, 2024 By Lowell Herr

Gauss is one of the five Sector BPI portfolios tracked here at ITA.  This Sector BPI portfolio just passed its two year mark operating under the Sector BPI model.  As readers will see in a moment, the Gauss is keeping pace with the S&P 500 ETF, … [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
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Bethe Portfolio Redesigned: 9 July 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

  • Schrodinger Portfolio Update: 6 October 2023
  • Einstein Asset Allocation Portfolio Review: 18 October 2024
  • Millikan Portfolio Review: 27 May 2025
  • Einstein Portfolio Update: 8 January 2025
  • Copernicus Equity Only Portfolio Update: 1 July 2024
  • Rutherford Portfolio Review (Tranche 3): 11 August 2023
  • Carson Sector BPI Portfolio Review: 13 December 2023
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2: Asset Allocation and Risk Management
  • Darwin 2026 Portfolio Review: 9 January 2026
  • Revisiting The “Swensen Six” Portfolio
  • Huygens Sector BPI Portfolio Review: 2 November 2023

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