ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

ChatGPT Evaluates The Copernicus Portfolio

The Copernicus Portfolio at ITA Wealth Management: Is It a Useful Investing Method? The Copernicus Portfolio at ITA Wealth Management is worth examining if you are interested in systematic investing, portfolio diversification, and methods for managing risk during stock-market corrections. The key question is whether Copernicus provides a repeatable, evidence-based way to improve investment … [Read More...]

Membership

ITA Membership

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 Update: 8 July 2023

  As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ.  Real Estate BPI data recommended selling all shares a few weeks ago.  When the sell signal showed up I set a Trailing Stop Loss Order for VNQ.  The sale turned into a profit. Franklin Investment Quiver Below is the investment quiver for the … [Read More...]

More Posts from this Category

Search

Categories

Blog Archives

Copernicus Portfolio Review: 24 February 2025

February 24, 2025 By Lowell Herr

Copernicus is a high performing passive portfolio designed for investors with 15 or more years of future savings.  The basic idea of the Copernicus is to save as much as you can as early as you can (Golden Rule of Investing) and never sell unless … [Read more]

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]

  • « Previous Page
  • 1
  • …
  • 55
  • 56
  • 57
  • 58
  • 59
  • …
  • 185
  • Next Page »

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Pauling Portfolio Review: 7 August 2026
  • Buffett Indicator & Shiller PE Ratio
  • Darwin Portfolio Review: 2 October, 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Financial Repression: Part 1
  • Bohr Portfolio Update: 1 October 2026

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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.

This blog is free to all who signup as a Guest.

Random Posts

  • Bethe Sector BPI Portfolio Review: 5 December 2023
  • Protected: Modified Kipling Workbook with Risk Ratios
  • Copernicus Portfolio Review: 2 June 2025
  • Bullish Percent Indicators: 25 August 2023
  • Tweaking Sector BPI Plus Model: 20 May 2023
  • Kepler Sector BPI Review: 19 April 2021
  • Rutherford Portfolio Review (Tranche 3): 16 June 2023
  • Bethe Sector BPI Portfolio Review: 20 March 2024
  • Bethe Asset Allocation Portfolio Review: 8 September 2025
  • Bullish Percent Indicators: 26 April 2024
  • Darwin Portfolio Review: 5 December 2025

Log in | Website Design by BOING