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Recent Blog Entry

Pauling Portfolio Update: 13 July 2026

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues to shed negative news and just … [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

McClintock Portfolio Review: 23 November 2022

Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the DM portfolios. Based on five years of data with four different Dual Momentum (DM) portfolios, the DM model not the Holy Grail of investing.  I plan to … [Read More...]

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Bullish Percent Indicators: 19 April 2024

April 20, 2024 By Lowell Herr

Several days ago I posted a notice in the Forum that Technology dropped into the oversold zone.  On Friday the sector dropped even further making VGT a very good buy at this point.  Three other sectors are down into the 30% bullish zone so we need to … [Read more]

Kepler Sector BPI Review: 19 April 2021

April 19, 2024 By Lowell Herr

Yesterday I posted a Forum notice that Technology dipped into the oversold zone.  VGT is now a Buy.  This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% … [Read more]

Carson Sector BPI Portfolio Update: 17 April 2024

April 17, 2024 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning.  This is the oldest portfolio using this particular investing model.  There are a few tweaks this month.  One of the main changes is to remove ESGV from the holdings so we can concentrate … [Read more]

Millikan Sector BPI Portfolio Review: 16 April 2024

April 16, 2024 By Lowell Herr

Millikan is one of the better performing Sector BPI portfolios.  Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows.  If … [Read more]

Schrodinger Portfolio Review: 15 April 2024

April 15, 2024 By Lowell Herr

Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning.  Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the … [Read more]

Darwin Portfolio Review: 12 April, 2024

April 14, 2024 By hedgehunter

The Darwin Portfolio is an "All-Weather" portfolio of five ETFs representing the major asset classes of US Equities (VTI), International Equities (VSS), US Real Estate (VNQ), US Treasuries (TLT) and Gold (GLD). For additional diversity a 10% … [Read more]

Rutherford Portfolio Review (Tranche 2): 12 April 2024

April 13, 2024 By hedgehunter

US Equities got slapped around a little this week and closed the week ~1.6% lower than last week's close: We are now sitting at the bottom of the bullish trend channel that started last November and we wait to see whether this might be a good entry … [Read more]

Huygens Asset Allocation Portfolio Review: 10 April 2024

April 10, 2024 By Lowell Herr

Welcome to the revised version of the Huygens Asset Allocation portfolio.  There is a possibility the management of this portfolio will be taken over by its owner.  To make the portfolio easier to manage I've set up an Asset Allocation model, quite … [Read more]

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Popular Posts

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General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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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  • Rutherford Portfolio Review (Tranche 2): 31 March 2023

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