ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact

Recent Blog Entry

Darwin 2026 Portfolio Review: 10 July 2026

US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [Read More...]

Membership

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

Finding Suitable Closed-End-Funds (CEFs)

In a few weeks I will be updating the Kepler, a portfolio populated by closed-end-funds.  Which CEFs to choose for inclusion continues to be a source of frustration.  This week I've been using ChatGPT as a source of help in selecting CEFs.  Today I asked ChatGPT to create a portfolio of 30 closed-end-funds where the yield is greater than 8%.  Below is a list of 30 CEFs generated by this … [Read More...]

More Posts from this Category

Search

Categories

Blog Archives

Bullish Percent Indicators: 29 March 2024

March 30, 2024 By Lowell Herr

Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week.  Not all indexes and sectors of the market moved up this week as one might have anticipated.  Two of the seven indexes reverted to the … [Read more]

Copernicus Portfolio Review: 29 March 2024

March 29, 2024 By Lowell Herr

Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major advantage to a no-sell model … [Read more]

Kepler Sector BPI Portfolio Review: 26 March 2024

March 26, 2024 By Lowell Herr

Kepler is another Sector BPI portfolio once managed using a Relative Momentum model.  When the performance lagged I finally made the switch to the Sector BPI model.  To see how this move is working out be sure to check on the very last screenshot of … [Read more]

Millikan Sector BPI Portfolio: 25 March 2024

March 25, 2024 By Lowell Herr

Millikan is the Sector BPI portfolio up for review this morning.  Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone.  No moves requiring any decisions showed up this … [Read more]

Rutherford Portfolio Review (Tranche 3): 22 March 2024

March 24, 2024 By hedgehunter

US Equities finally poked their head above the ~5200 resistance level where they have been sitting for the past couple of weeks: now we wait to see whether we get a continuation of the bullish trend or a pullback to at least the bottom of the … [Read more]

Bullish Percent Indicators: 22 March 2024

March 23, 2024 By Lowell Herr

Point and Figure charts are unique to Technical Analysis. Bullish Percent Indicator (BPI) data for this week informs us this was a good week for U.S. Equities.  Not every indicator moved up, but the vast majority showed an increase in the percentage … [Read more]

Gauss Sector BPI Portfolio Review: 22 March 2024

March 22, 2024 By Lowell Herr

"Knowing your tolerance for risk is critical to investment success." - Richard A. Ferri Gauss is the Sector BPI portfolio up for review this morning.  Readers who have been following this investment model are reminded we are currently in a "quiet" … [Read more]

Carson Sector BPI Portfolio: 21 March 2024

March 21, 2024 By Lowell Herr

"Fund expenses have a direct impact on investment returns." Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market … [Read more]

  • « Previous Page
  • 1
  • …
  • 79
  • 80
  • 81
  • 82
  • 83
  • …
  • 177
  • Next Page »

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Schrodinger Portfolio Update: 17 April 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

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.

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

  • Hawking Portfolio Review: 4 August 2023
  • Kepler Portfolio Review: 12 June 2023
  • Darwin 2026 Portfolio Review: 5 June 2026
  • Huygens Portfolio Review: 25 August 2023
  • Millikan Sector BPI Portfolio Review: 28 October 2024
  • Huygens Portfolio Review: 18 April 2023
  • Dirac 2026: 5 January 2026
  • Bohr Portfolio Review: 27 January 2025
  • Millikan Asset Allocation Portfolio: 6 May 2026
  • McClintock Sector BPI Portfolio Update: 16 January 2026
  • The Feynman Study: Part 2

Log in | Website Design by BOING