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McClintock Sector BPI Update: 26 August 2026

This morning I posted that Materials is nearly 70% bullish so I set 3% Trailing Stop Loss Orders under VAW for the Carson, Franklin, and McClintock.  As readers will see in a moment, several sectors struck the TSLO mark so we end up with over $10,000 in cash.  Rather than let that money sit idle in a money market, where it earns very little interest, I will purchase more shares of the short-term … [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

Rutherford Portfolio Review (Tranche 4): 21 July 2023

It was a relatively quiet week in the US equity markets with little change from where we were last week and still sitting at resistance near the upper 1 SD boundary of the uptrend channel US equities was not the only major asset class with little action: Commodities, at the top, and Emerging Market equities, at the bottom, were the only asset classes with any significant movement last … [Read More...]

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Einstein Portfolio Update: 8 January 2025

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As we move into 2025 portfolios such as the Einstein will move toward greater simplification.  After a number of years of observation it is the most basic of asset allocation portfolios that are performing best, both from Internal Rate of Return data … [Read more]

2025: A Year To Simplify

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Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios.  Those that will remain unchanged, at least for now, are:  Copernicus, Schrodinger, and Carson.  Each of these three portfolios uses a … [Read more]

Darwin Portfolio Review: 3 January 2025

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I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification … [Read more]

Bethe Asset Allocation Update: 6 January 2024

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Bethe is the Asset Allocation portfolio up for review this morning.  The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe.  Unrest in the energy sector continues to … [Read more]

Schrodinger Portfolio Review: 2 January 2025

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While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024.  The overall performance is quite strong despite the four percentage point loss in December.  This post of the Schrodinger marks the three-year point … [Read more]

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