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Recent Blog Entry

Einstein Portfolio Review: 30 September 2026

Einstein is the Asset Allocation portfolio updated this morning.  Shares of SCHO were sold to raise cash to bring several new ETFs into balance.  Check out the asset allocation model shown in the next data table. … [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 3): 12 July 2024

US Equities continued their climb to new all-time highs again this week with the SPX (S&P 500 Index) closing the week ~0.9% higher than last week's close: I am still anticipating that this ~5680 level will provide resistance although emotional reactions to the recent assassination attempt on Donald Trump may be more significant that any technical indicators/analysis - at least in the short … [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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General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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.

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Random Posts

  • McClintock Portfolio Review: 10 June 2022
  • Franklin Sector BPI Portfolio Review: 8 June 2023
  • Kepler Portfolio Update: 3 November 2025
  • Bohr Portfolio Update: 17 March 2026
  • Rutherford Portfolio Review (Tranche 3): 29 December 2023
  • Bullish Percent Indicators: 7 April 2023
  • Kepler Asset Allocation Portfolio Update: 6 February 2026
  • Darwin 2026 Portfolio Review: 20 February 2026
  • Millikan Sector BPI Plus Portfolio Review: 8 September 2023
  • Schrodinger Portfolio Review: 11 June 2026
  • Gauss Sector BPI Portfolio Review: 13 February 2024

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