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Recent Blog Entry

Darwin Portfolio Review: 22 September, 2026

As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [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

Einstein Portfolio Review: 11 June 2025

Einstein, one of the truncated asset allocation portfolios, is up for review today.  Since the last review shares of SCHG were sold and reinvested in SHV.  The move is designed to protect capital during this period of chaos and uncertainty.  The third and fourth quarters of 2025 will provide more information as to what effect tariffs will have on the U.S. economy.  For now I am taking a cautions … [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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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Portfolio Diversification: 6 June 2026

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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.

This blog is free to all who signup as a Guest.

Random Posts

  • Darwin 2026 Portfolio Review: 10 April 2026
  • Rutherford Portfolio Review (Tranche 3): 12 May 2023
  • Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
  • Checking Up On McClintock: 5 October 2022
  • Schrodinger Portfolio Update: 28 October 2025
  • Rutherford Portfolio Review (Tranche 1): 22 September 2023
  • Financial Repression: Part II
  • Gauss Portfolio Update: 22 December 2025
  • Rutherford Portfolio Review (Tranche 1): 28 July 2023
  • Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024
  • Millikan Sector BPI Portfolio Review: 18 October 2023

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