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Recent Blog Entry

Pauling Portfolio Review: 7 August 2026

  "The first rule of compounding is to never interrupt it unnecessarily." - Charlie Munger Before getting into the analysis let me apologize for the blog being down.  Apparently one of the plugins interfered with the site loading.  Fortunately this blog site is housed where there is excellent support. Now on to the analysis of the Pauling.  Over the last few months I have been adjusting … [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-Darwin Portfolio Review: 6 June, 2025

It was a predictable week in US equity markets with the SPX (S&P 500 Index) testing the psychologically important 6000 “round number” level: … [Read More...]

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Huygens Asset Allocation Portfolio Review: 23 August 2024

August 23, 2024 By Lowell Herr

Huygens is the Asset Allocation portfolio up for review this morning.  While the Huygens is rounding into shape or the various assets are moving toward the recommended balance positions, major price changes, as we have seen over the last week, makes … [Read more]

Copernicus Portfolio Update: 22 August 2024

August 22, 2024 By Lowell Herr

Copernicus is the portfolio scheduled for review this morning.  This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities.  The Copernicus is designed for young investors or someone … [Read more]

Franklin Sector BPI Portfolio Review: 20 August 2024

August 20, 2024 By Lowell Herr

Before updating the Franklin I checked the Bullish Percent Indicator (BPI) data to see if any sectors moved into the overbought zone as a result of the recent market performance.  The two sectors in the overbought zone are Utilities and Real Estate.  … [Read more]

Rutherford Portfolio Review (Tranche 4): 16 August 2024

August 17, 2024 By hedgehunter

The bounce in equity prices continued this week as just about all the major asset classes continued to climb. US Equity prices hit the high end of the downtrend channel: Now we wait to see whether there is any follow-through from here or whether we … [Read more]

Millikan Sector BPI Portfolio Review: 13 August 2024

August 13, 2024 By Lowell Herr

Millikan is one of five portfolios employing the unique Sector BPI investing model.  Bullish Percent Indicator charting is not what one might call "main stream" investment tracking.  It is a different way of monitoring security performance.  The … [Read more]

Bethe Asset Allocation Portfolio Review: 12 August 2024

August 12, 2024 By Lowell Herr

Bethe was first launched eight years ago, but not as an Asset Allocation portfolio.  This month we begin a new (to the Bethe) investing approach with this portfolio.  As we gather data from month to month we will see how this model performs, both on … [Read more]

Kahneman-Tversky Portfolio Review: 9 August, 2024

August 11, 2024 By hedgehunter

The Kahneman-Tversky Portfolio is the simplest portfolio that I review on this site and consists of a choice of one ETF from three options - two Equity ETFs (US or International) and one Bond ETF (Long Term US Treasuries). The only twist to the … [Read more]

Bullish Percent Indicators: 9 August 2024

August 11, 2024 By Lowell Herr

Monument Valley It has been several weeks since I posed BPI data as there were no changes that merited posting static information.  This past week it was different as Discretionary, Energy, and Technology all moved into the oversold zone.  With the … [Read more]

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General Investment News

Portfolios coming up for review.  Einstein, Carson, 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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Random Posts

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  • Rutherford Portfolio Review (Tranche 2): 27 October 2023
  • McClintock Sector BPI Portfolio Review: 29 April 2025
  • Huygens Income Portfolio Review: 22 June 2023
  • Pauling Portfolio Review: 7 August 2026
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  • McClintock Sector BPI Portfolio Review: 4 August 2025

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