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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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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: 8 May 2025

The Einstein portfolio is a recent entry into the Asset Allocation management model.  The shift was made to improve performance as this has been a struggling portfolio.  One major problem with the Einstein is that monies were withdrawn for educational purposes and these withdrawals occurred at times that definitely stunted growth.  Those withdrawal days are history so it is time to look forward, … [Read More...]

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Bullish Percent Indicators: 24 May 2024

May 25, 2024 By Lowell Herr

Bullish Percent Indicators (BPI) provide a different way of looking at or checking market action.  The data provided in the two following tables is quite provincial in that the data focuses on U.S. markets and omits all international markets.  Keep … [Read more]

McClintock Sector BPI Portfolio Review: 23 May 2024

May 24, 2024 By Lowell Herr

One of the younger Sector BPI portfolios is the McClintock.  In operation a tad over seven (7) months or barely sufficient time to make any kind of evaluation as to the viability of this investing model we are looking for trends rather than current … [Read more]

Carson Sector BPI Portfolio Review: 23 May 2024

May 23, 2024 By Lowell Herr

Carson is the oldest Sector BPI portfolio as well as the top performer employing this particular investing model.  One change that took place since the last review is the recent sale of shares of VPU.  The Utilities ETF triggered the 3% TSLO set a … [Read more]

Franklin Sector BPI Portfolio Review: 22 May 2024

May 22, 2024 By Lowell Herr

The Franklin is one of several Sector BPI portfolios using this investment model since late 2022.  Thus far the performance is strong and the risk seems to be under control.  This morning I checked on the Bullish Percent Indicator (BPI) data and … [Read more]

Darwin Portfolio Review: 17 May, 2024

May 18, 2024 By hedgehunter

The Darwin Portfolio is an "All-Weather" Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to "volatility" as an asset class providing even more diversification. Allocations … [Read more]

Rutherford Portfolio Review (Tranche 3): 17 May 2024

May 18, 2024 By hedgehunter

It was a bullish week in US Equities with the S&P 500 Index (SPX) taking out previous all-time highs: Since price has closed outside the bearish regression trend channel, and taken out the prior highs, I have added a tentative new uptrend … [Read more]

Bullish Percent Indicators: 17 May 2024

May 18, 2024 By Lowell Herr

Bullish Percent Indicator (BPI) data points to another strong week for U.S. Equities.  While Energy dropped out of the overbought zone, two other sectors moved above the 70% critical bullish line.  The month of May is off to a much better start than … [Read more]

Millikan Sector BPI Portfolio Review: 17 May 2024

May 17, 2024 By Lowell Herr

Millikan is the Sector BPI portfolio up for review.  Each update lays down additional history as to the viability of the Sector BPI investing model.  As a reader be sure to check out the bottom screenshot to see how the Millikan is contributing to … [Read more]

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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.

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Random Posts

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  • Kepler Portfolio Review: 15 October 2025
  • Millikan Sector BPI Portfolio Review: 6 February 2024
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  • Copernicus Portfolio Review: 28 March 2025
  • Dirac 2026 Portfolio Review: 20 July 2026
  • Darwin 2026 Portfolio Review: 2 July 2026
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  • Pauling Sector BPI Portfolio Review: 12 January 2024
  • Bohr Portfolio Review: 19 November 2025
  • How Bad Was 2022?: 31 December 2022

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