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Recent Blog Entry

McClintock Sector BPI Portfolio Review: 15 December 2025

McClintock is the Sector BPI portfolio up for review this morning.  The three Sector BPI portfolios are investment models unique to the ITA blog.  For more information on this model, go to the Categories menu found in the right sidebar and look for Sector BPI. While we frequently … [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]

Critical Material

Retirement Planning Mistake #3

  This celestial object looks like a delicate butterfly. But it is far from serene. What resemble dainty butterfly wings are actually roiling cauldrons of gas heated to nearly 20 000 degrees Celsius. The gas is tearing across space at more than 950 000 kilometres per hour — fast enough … [Read More...]

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Absolute Acceleration

May 22, 2017 By hedgehunter

Members occasionally ask for more information on how the the Absolute Acceleration value used in the Kipling SS's is calculated. This post should answer this question. The Calculation The intent of the absolute acceleration (AA) calculation is … [Read more]

Over-Valued Market: Four Critical Indicators

May 6, 2017 By Lowell Herr

Critical Metrics Signal Market Warnings Back in March of 2016 I wrote a blog presenting data related to an over-bought market at that time.  Today's post (Part 2) is an update and review of that information.  U.S. Equities have not cooled … [Read more]

Is There an Advantage in Splitting a Portfolio into Tranches? – Part 3: REDA Groups with Heikin-Ashi Filter

May 4, 2017 By Lowell Herr

In my last post in this series (https://itawealth.com/advantage-splitting-portfolio-tranches-part-2-reda-groups/) I looked at the performance of a “Rutherford” portfolio where we would equally allocate funds to assets that were classified in the top … [Read more]

Nine Stock Portfolio

March 23, 2017 By Lowell Herr

This is the final tranche momentum analysis for stocks today.  This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet. Tranche Momentum Recommendations:  The two stocks to sell out of the portfolio are NVO and TSS … [Read more]

Stocks: Another Tranche Momentum Look

March 23, 2017 By Lowell Herr

Here is a second list of individual stocks.  Only two show up as potential purchases. Tranche Momentum Recommendations:  The recent market downturn hit most of these stocks.  Only two, MU and NVDA, are ones I would consider for purchase. Just … [Read more]

Dividend Champions: A Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

Not all ITA Wealth Management readers use ETFs to build their portfolios.  There are readers who have an interest in dividend oriented individual stocks.  The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha … [Read more]

The Importance of Algorithms

February 25, 2017 By Lowell Herr

Doubt is not a pleasant condition, but certainty is an absurd one. - Voltaire I'm a fan of books written by Michael Lewis.  A few that stand out are:  Liar's Poker, Moneyball, The Big Short, and Flash Boys.  Lewis' latest work, The Undoing … [Read more]

Broad Market Conditions: Pay Attention

February 16, 2017 By Lowell Herr

Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the … [Read more]

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General Investment News

Portfolios coming up for review.  McClintock, Millikan, Copernicus, Huygens, 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.

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