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Recent Blog Entry

Pauling Asset Allocation Portfolio Review: 9 September 2026

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [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

Darwin Portfolio Review: 7 November 2025

US equities lost a little ground this week with the SPX (S&P 500 Index) closing ~2% lower than last week's close: … [Read More...]

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Bullish Percent Indicators: 13 September 2024

September 14, 2024 By Lowell Herr

It has been several weeks since I last posted data on Bullish Percent Indicators.  This week we have clues that large cap stocks continue to drive the U.S. Equities market.  The sector BPI data also carries important information, although it may not … [Read more]

Copernicus Portfolio Review: 13 September 2024

September 13, 2024 By Lowell Herr

This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data.  This change impacted the Investment Account Portfolio (IAM) software so I don't have any way to download prices into that … [Read more]

Pauling Asset Allocation Portfolio Review: 10 September 2024

September 10, 2024 By Lowell Herr

Reviewing or updating asset allocation portfolios such as the Pauling is always interesting as there are generally a few small tweaks required.  If something need attention it is due to new cash deposits, dividends of some significance were declared, … [Read more]

McClintock Sector BPI Portfolio Review: 9 September 2024

September 9, 2024 By Lowell Herr

Before diving into the update of the McClintock, readers need to know that Yahoo has shut the door on free downloading of data.  If you are a Kipling spreadsheet user, Tiingo Adj. Price is still working so use that option to download price data until … [Read more]

Millikan Sector BPI Portfolio Review: 6 September 2024

September 6, 2024 By Lowell Herr

Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone.  None made this move so there are no recommendations to purchase any sectors or sector ETFs.  Of the overbought sectors, TSLOs are … [Read more]

Gauss Sector BPI Portfolio Review: 4 September 2024

September 4, 2024 By Lowell Herr

This morning the Sector BPI Gauss portfolio is up for review.  As readers will recall, no sectors are currently oversold so no buy or purchase recommendations are eminent.  Energy was very close when last checked so I have a limit order in place for … [Read more]

Bethe Asset Allocation Portfolio Review: 3 September 2024

September 3, 2024 By Lowell Herr

As one of the numerous Asset Allocation portfolios, Bethe is beginning to round into shape.  Or to put it another way, the various asset classes are slowly coming into balance.  This morning shares of TLT and QQQ were added to the portfolio. So as … [Read more]

Rutherford Portfolio Review (Tranche 2): 30 August 2024

September 2, 2024 By hedgehunter

It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) … [Read more]

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General Investment News

Portfolios coming up for review.  Pauling, 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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