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Recent Blog Entry

Copernicus Portfolio Update: 27 April 2026

The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis.  I've deviated from that original plan slightly as the current market is overvalued or as we say, overbought.  However, … [Read More...]

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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]

Sector BPI

Sector BPI Portfolio Report: 27 November 2023

For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first … [Read More...]

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Photographic Software Hints

August 29, 2022 By Lowell Herr

ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful.  Here are a few suggestions. I've been a Lightroom user from Version 1 on and it will be difficult to move away from … [Read more]

Using Rotation Data in an Investment Strategy Model

August 27, 2022 By hedgehunter

Regular readers of this blog will be aware that I have been trying to define a model that might use data generated from calculations of momentum/relative strength that generates “rotational” graphs that look like this: Where we see a general … [Read more]

Bohr Portfolio Review: 24 August 2022

August 24, 2022 By Lowell Herr

Bohr is one of the growth-income portfolios that is essentially a passive portfolio.  Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio.  While the Kipling spreadsheet is used … [Read more]

McClintock Portfolio Review: 16 August 2022

August 16, 2022 By Lowell Herr

Yesterday I updated the Franklin, a poor performing Dual Momentum™ portfolio.  This morning the McCormick is up for review and the performance is quite different.  Chalk the difference up to the luck-of-review-day rather than the particular investing … [Read more]

Notification Test

July 25, 2022 By Lowell Herr

Notification test. This is a simple test to see if MailPoet, a new notification plugin is working.  Leave a comment if you received this notification.  You may first need to subscribe for notifications.  I think this plugin is setup so you can … [Read more]

Schrodinger Portfolio Review: 21 July 2022

July 21, 2022 By Lowell Herr

The often touted Schrodinger is again up for review.  I started this portfolio a few years ago as a test to see how a computer managed portfolio might perform compared to other investing models.  As a result, one can use the Schrodinger or a similar … [Read more]

McClintock Portfolio Review: 10 June 2022

June 10, 2022 By Lowell Herr

McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are … [Read more]

How To Handle This Selloff: 18 May 2022

May 18, 2022 By Lowell Herr

With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff?  Let's take a simple example.  These suggestions assume cash is available.  Eventually the market will come back.  As long as … [Read more]

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Popular Posts

  • Schrodinger Portfolio Review: 29 January 2026
  • Portfolio Hedging
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • Portfolio Hedge: 27 March 2026
  • Buffett Indicator & Shiller PE Ratio
  • Schrodinger Portfolio Update: 24 February 2026
  • Carson Sector BPI Portfolio Review: 25 March 2026
  • Carson Portfolio Review: 26 February 2026
  • Franklin Sector BPI Portfolio Review: 20 March 2026
  • Schrodinger Robo Advisor Portfolio Review: 23 March 2026

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, 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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  • New Carson Launched: 4 November 2022
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