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Recent Blog Entry

Copernicus Portfolio Review: 3 July 2025

When the Copernicus portfolio was first launched back in early 2022 it was young investors I had in mind.  Simplicity was a primary factor since I assumed someone following the Copernicus model would have little time to pay attention to any investing model other than to purchase … [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]

Critical Material

Thoughts on “Dividend Income Investing” and other Philosophical Topics.

In a recent comment (https://itawealth.com/huygens-portfolio-review-4-october-2021/#comment-31289) an ITA member asked us for our thoughts on an article entitled  “8 Reasons Why I’m Not a Dividend Income Investor”. Before addressing these “8 Reasons” I first want to re-iterate the point that we make all the … [Read More...]

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Schrodinger Portfolio Review: 6 February 2025

February 6, 2025 By Lowell Herr 8 Comments

Once more it is time to update the highly touted Schrodinger portfolio.  This account is a Schwab "Intelligent Portfolio" managed by computer.  I think of this style of portfolio as a Robo Advisor portfolio.  As an investor interested in setting up … [Read more]

Millikan Asset Allocation Portfolio Update: 5 February 2025

February 5, 2025 By Lowell Herr Leave a Comment

The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model.  It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71.  When in total balance … [Read more]

Gauss Asset Allocation Portfolio Review: 5 February 2025

February 5, 2025 By Lowell Herr 3 Comments

Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process.  The following … [Read more]

Bethe Portfolio Review: 4 February 2025

February 4, 2025 By Lowell Herr Leave a Comment

With chaos emerging from the "Dunning-Kruger Administration" every day, what should investors be doing with their retirement accounts?  A reasonable question.  If you are young and are taking the long view, root for the market to decline so you can … [Read more]

Rutherford-Darwin Portfolio Review: 31 January 2025

February 1, 2025 By hedgehunter Leave a Comment

DeepSeek attempted to take US Equities (specifically tech stocks) to the Deep Six on Monday - but markets recovered mid week only to show weakness again on Friday: Overall, the SPX (S&P 500 Index) was down ~1% over last Friday's close. However, … [Read more]

Franklin Portfolio Review: 31 January 2025

January 31, 2025 By Lowell Herr 1 Comment

Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing … [Read more]

Rutherford-Darwin Portfolio Review: 24 January 2025

January 25, 2025 By hedgehunter Leave a Comment

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]

Pauling Asset Allocation Portfolio Review: 22 January 2025

January 22, 2025 By Lowell Herr Leave a Comment

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]

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General Investment News

Portfolios coming up for review.  Bethe, Millikan, McClintock, Copernicus, and Pauling 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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