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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...]

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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

Carson Sector BPI Portfolio Review: 1 August 2024

Carson is the Sector BPI portfolio up for review this morning as we enter the "Dog Days" of summer.  Carson is the oldest Sector BPI portfolio and the top performer.  Only the Copernicus is a better performer when it comes to return on investments. … [Read More...]

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Franklin Sector BPI Portfolio Review: 11 March 2024

March 11, 2024 By Lowell Herr

Time is Archimedes' lever in investing - Charles D. Ellis "In this portfolio review, we focus on analyzing the sector bullish percent indicators within the Franklin investment portfolio. As of 11 March 2024, our assessment reveals the performance … [Read more]

Rutherford Portfolio Review (Tranche 1): 8 March 2024

March 10, 2024 By hedgehunter

US Equities continue their climb towards the 5200 level but slowed down a little this week as they approach this potential resistance level: In fact, VTI (representing the US Equity markets) closed down slightly (~-0.2%) on the week and was the … [Read more]

Bullish Percent Indicators: 8 March 2024

March 9, 2024 By Lowell Herr

Innovation is the ability to see change as an opportunity - not a threat. - Anonymous "In the realm of sector investing, Bullish Percent Indicators (BPI) serve as valuable analytical tools. These indicators help investors gauge the overall sentiment … [Read more]

Millikan Sector BPI Portfolio Review: 8 March 2024

March 8, 2024 By Lowell Herr

I'd compare stock pickers to astrologers, but I don't want to bad-mouth astrologers. - Professor Eugene F. Fama Millikan is the Sector BPI portfolio scheduled for review this morning.  With a modest percentage in cash and the investment quiver honed … [Read more]

Kepler Sector BPI Portfolio Review: 7 March 2024

March 7, 2024 By Lowell Herr

You have to pick what you're going to be worried about.  Markets are volatile, but retirement is certain. - Nick Murray As an investing model the Sector BPI approach continues to hold up well when compared to the S&P 500.  While the performance … [Read more]

Einstein Sector BPI Portfolio Review: 6 March 2024

March 6, 2024 By Lowell Herr

Einstein is the portfolio up for an update this morning.  While this is another Sector BPI portfolio, the Einstein has only been using this model a little over four months so it is much too early to have clues as to how well the model is … [Read more]

Pauling Sector BPI Portfolio Review: 5 March 2024

March 5, 2024 By Lowell Herr

Today is the scheduled review for the Pauling, one of the poorest performing ITA portfolios.  Since this portfolio continues to occupy the bottom quartile I am including the Sector Portfolio Report (5th or last screenshot) so readers can witness how … [Read more]

Hawking Portfolio Review: 1 March, 2024

March 4, 2024 By hedgehunter

I have held off my review of the Hawking portfolio so as to log the month-end distributions for February. This Portfolio needs very little attention since it is essentially a "Buy and Hold" portfolio built on the purchase of high yield Closed-End … [Read more]

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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
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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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Random Posts

  • Millikan Sector BPI Portfolio Review: 17 May 2023
  • Carson Sector BPI Portfolio Update: 22 September 2005
  • Huygens Portfolio Update: 24 September 2024
  • Rutherford Portfolio Review (Tranche 1): 25 August 2023
  • Schrodinger Portfolio Review: 3 March 2025
  • McClintock Portfolio Review: 4 April 2023
  • Bethe Sector BPI Portfolio Review: 5 July 2024
  • Bullish Percent Indicators: 3 November 2023
  • McClintock Sector BPI Portfolio Review: 17 January 2025
  • Millikan Sector BPI Portfolio Review: 6 September 2024
  • Schrodinger Portfolio Review: 8 January 2024

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