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Recent Blog Entry

Darwin 2026 Portfolio Review: 4 September 2026

US Equities returned to their sideways consolidation mode this week: closing only slightly (0.1%) higher than last week's close. We remain in a bullish uptrend channel but are sitting at the bottom of the channel as we wait to see whether the trend continues or whether we fall out of the channel and see a pullback/correction. To date the ~7620 level has acted as effective support. Compared to … [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

Portfolio Management When Facing Debt Limit Differences

The potential for a debt limit crisis is only a few months away.  While the root causes are subject to debate, arguing history while therapeutic does little in the way of providing guidance when it comes to portfolio management.  How might one work with different portfolios, assuming readers of ITA are using a variety of portfolio models? Here are a few options. Do nothing.  Let the market … [Read More...]

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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]

Rutherford Portfolio Review (Tranche 3): 9 August 2024

August 10, 2024 By hedgehunter

If we were just to look at prices today and the same time last week we might think that it was a quiet week in the US markets - but, it was far from that, with a dramatic pullback on Monday followed by a full recovery by the end of the week: Monday … [Read more]

Pauling Asset Allocation Portfolio Update: 8 August 2024

August 8, 2024 By Lowell Herr

Pauling is the Asset Allocation portfolio up for review this morning.  As one of the poorest performing ITA portfolios over the past two years I made some changes.  The big one is a move to an Asset Allocation model which will reduce my workload.  … [Read more]

Gauss Sector BPI Portfolio Review: 7 August 2024

August 7, 2024 By Lowell Herr

Gauss is one of five Sector BPI portfolios tracked here on the ITA blog.  Launched in December of 2022 we are closing in on two years of data.  The initial results look promising, but we still need more oversold and overbought cycles to give this … [Read more]

McClintock Sector BPI Portfolio Review: 6 August 2024

August 6, 2024 By Lowell Herr

If you follow the Comments you were notified that Discretionary, Energy, and Technology dipped into the oversold zone.  As a result, I picked up ETFs of VCR, VDE, and VGT yesterday for the McClintock portfolio.  How well did the McClintock negotiate … [Read more]

Einstein Asset Allocation Portfolio Review: 5 August 2024

August 5, 2024 By Lowell Herr

Before moving into the Einstein update, users of the Sector BPI investing model need to be aware that Discretionary, Energy, and Technology dropped into the oversold zone.  I purchased shares of VCR, VDE, and VGT for several portfolios this … [Read more]

Hawking Portfolio Review: 2 August, 2024

August 5, 2024 By hedgehunter

July dividend distrubutions are in and ~$1,000+ "Income" is available for re-investment since I don't need the "income". Current holdings in the portfolio look like this: and, with the recent pullback I shall be looking for assets that are presently … [Read more]

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Popular Posts

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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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Random Posts

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  • Rutherford-Darwin Portfolio Review: 6 June, 2025
  • Bullish Percent Indicator Data: 20 December 2024
  • Bohr Asset Allocation Portfolio Review: 21 April 2025
  • Rutherford Portfolio Review (Tranche 3): 1 November 2024
  • Huygens Sector BPI Portfolio Review: 15 February 2024
  • Portfolio Performance Update: 9 May 2024
  • Carson Sector BPI Portfolio Update: 19 July 2023
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