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Recent Blog Entry

Einstein Portfolio Review: 30 September 2026

Einstein is the Asset Allocation portfolio updated this morning.  Shares of SCHO were sold to raise cash to bring several new ETFs into balance.  Check out the asset allocation model shown in the next data table. … [Read More...]

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ITA Membership

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

Dirac 2026 Portfolio Review: 12 June 2026

The Dirac Portfolio attempts to outperform the broader US Equity market (as represented by SPY - S&P 500 ETF) by rotating between sectors in that broader market. At present, the momentum/acceleration model that has been used to manage this portfolio is showing the following suggestions: with five ETFs generating Mean Reversion Buy recommendations. … [Read More...]

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Bullish Percent Indicators: 28 June 2024

June 29, 2024 By Lowell Herr

It would not have been necessary to post the Bullish Percent Indicator data this week as no changes are in store for those readers using the Sector BPI investing model.  However, it is useful as we enter the summer months to keep an eye on sectors … [Read more]

Carson Sector BPI Portfolio Review: 28 June 2024

June 28, 2024 By Lowell Herr

This morning the Carson Sector BPI (named for Rachel Carson) portfolio is due for an update.  As the oldest Sector BPI portfolio the Carson is also a top performing portfolio.  As one of several portfolio using the Sector BPI investing approach … [Read more]

McClintock Sector BPI Portfolio Review: 25 June 2024

June 26, 2024 By Lowell Herr

McClintock is the Sector BPI portfolio up for review this morning.  As you will recall, Materials was down to 37.9% bullish or in the area where daily attention is required.  I checked this morning and there has been no change in the percent of … [Read more]

Rutherford Portfolio Review (Tranche 4): 21 June 2024

June 23, 2024 By hedgehunter

US Equities hit new all-time highs again this week as the SPX (S&P 500 Index) continued in it's upward trend: However, the index seemed to find resistance at the psychological 5500 "round" number level - so we will have to wait to see whether … [Read more]

Bullish Percent Indicators: 21 June 2024

June 22, 2024 By Lowell Herr

What happened to U.S. Equities this past week?  Lifetime and Platinum members will see that little action took place other than a slight decay in performance for small- and mid-cap stocks.  The first table lays out the broad picture while the second … [Read more]

Franklin Sector BPI Portfolio Review: 21 June 2024

June 21, 2024 By Lowell Herr

Welcome to the first full day of summer.  To open up the third quarter I'll review the Franklin, similar to the Gauss updated yesterday.  One major difference between these two portfolios is that the Franklin concentrates on using VOO and VTI when … [Read more]

Gauss Sector BPI Portfolio Review: 20 June 2024

June 20, 2024 By Lowell Herr

Gauss is the Sector BPI portfolio scheduled for review this first day of summer.  The Gauss uses a few more equity ETFs than some of the other Sector BPI portfolios in that developed international and emerging market equities are investment options.  … [Read more]

Huygens Asset Allocation Portfolio: 19 June 2024

June 19, 2024 By Lowell Herr

There are three ITA portfolios I track that use the Asset Allocation model.  The oldest is the Schrodinger and new to the game are the Pauling and Huygens.  These latter two were launched in April of this year so there is little history.  This … [Read more]

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Popular Posts

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  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Millikan Portfolio Review: 20 August 2026
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General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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

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  • Schrodinger Portfolio Review: 5 June 2025
  • Schrodinger Computer Manage Portfolio Update: 7 June 2023
  • Darwin Portfolio Review: 12 April, 2024
  • Portfolio Performance Data: 24 February 2023
  • Einstein Portfolio Review: 24 April 2023
  • Einstein Portfolio Review: 22 March 2023
  • Rutherford Portfolio Review (Tranche 3): 12 May 2023

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