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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

Gauss Portfolio Update: 17 August 2026

Gauss is the Asset Allocation portfolio up for review today.  Changes since the last review show a move from holdings in gold to short-term treasuries.  The idea is to provide more income in addition to preparing for a possible market correction.  A correction is defined as a drawdown of at least 10%. Gauss Security Holdings Below are the current holdings of the Gauss.  There is quite a bit of … [Read More...]

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Bullish Percent Indicators: 10 May 2024

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"Bullish Percent Indicators are technical analysis tools used in financial markets to gauge the overall sentiment of investors. They are represented by Point and Figure graphs, which track the percentage of stocks in a given market or index that are … [Read more]

Portfolio Performance Update: 9 May 2024

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Exactly three months ago I published ITA portfolio performance data.  This blog is an update of that data.  A link to the February data is linked below so readers can compare performance of the different portfolios.  Several changes occurred since … [Read more]

Gauss Sector BPI Portfolio Review: 9 May 2024

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With 1.5 year of data, the Gauss portfolio is performing quite well using the Sector BPI model.  It appears as if the longer one uses the Sector BPI model the better the performance.  Market action during the last few years might be the contributing … [Read more]

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