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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

Pauling Dual Momentum Review: 24 March 2023

Pauling is one of two remaining Dual Momentum™ portfolios.  Remaining in the sense that I moved two DM portfolios over to the Sector BPI model.   The other DM portfolio is the McClintock.  Of the seven (7) different investing models explained and tracked here at ITA the Dual Momentum model is the most disappointing.  While the basic thesis or hypothesis is sound, the end results are not what I … [Read More...]

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Bullish Percent Indicators: 17 May 2024

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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]

Schrodinger Portfolio Review: 16 May 2024

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One of my favorite portfolios, the Schrodinger, is scheduled for review this morning.  Why is it a favorite?  1) It is easy to manage as there is nothing to do but save.  2) Performance is excellent.  3) It is tax efficient if the account is greater … [Read more]

Copernicus Portfolio Review: 13 May 2024

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Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs.  Unless there is an emergency, never sell.  This investment management … [Read more]

Hawking Portfolio Review: 10 May, 2024

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Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were "falling knives" that I tried to catch, sometimes unsuccessfully (ACRES - that I will say a little more … [Read more]

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