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Recent Blog Entry

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

Millikan Asset Allocation Portfolio Update: 5 February 2025

The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model.  It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71.  When in total balance the beta should drop below 0.5 indicating it is a very conservative portfolio. Millikan Asset Allocation Portfolio As currently structured the … [Read More...]

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Rutherford Portfolio Review (Tranche 4): 26 April 2024

April 27, 2024 By hedgehunter

Although US equities closed up ~2.5% from last week's close it was not a smooth ride - with a bounce from last week's close early in the week to a retest of the ~5000 support level on Thursday and a jump back up on Friday. We remain in the tentative … [Read more]

Two-Year Summary of Sector BPI Portfolio Performance: 26 April 2024

April 27, 2024 By Lowell Herr

Nearly two years ago I launched the first (Carson) of several Sector BPI portfolios.  Eleven ITA portfolios are currently using this investing model.  Not all are publicly reported here on the ITA blog.  How are these eleven portfolios performing … [Read more]

Bullish Percent Indicators: 26 April 2024

April 27, 2024 By Lowell Herr

Updating the Bullish Percent Indicator data is important this week as there are a few changes in the sector arena.  Technology dipped into the oversold zone this week, but rebounded and is no longer recommended for purchase.  I hope readers checked … [Read more]

Gauss Sector BPI Portfolio Review: 24 April 2024.

April 24, 2024 By Lowell Herr

Earlier this morning I posted a blog using Asset Allocation principles with the Pauling.  Gauss uses an entirely different investing model.  This investing model is unique to ITA Wealth Management and it is called the Sector BPI™ model.  At least … [Read more]

Pauling Update: 24 April 2024

April 24, 2024 By Lowell Herr

When I first began setting up this Asset Allocation portfolio I called it Pauling II.  Now that the account is nearly established or fully populated I'm reverting back to the original name, Pauling. The philosophy behind this portfolio is to build a … [Read more]

Rutherford Portfolio Review (Tranche 3): 19 April 2024

April 20, 2024 By hedgehunter

It was another bad week for US Equities with indices down ~3% on the week and now down over 5.5% from the highs at the beginning of the month. It may be a little early to be drawing bearish channels. but since we closed outside the bullish channel … [Read more]

Bullish Percent Indicators: 19 April 2024

April 20, 2024 By Lowell Herr

Several days ago I posted a notice in the Forum that Technology dropped into the oversold zone.  On Friday the sector dropped even further making VGT a very good buy at this point.  Three other sectors are down into the 30% bullish zone so we need to … [Read more]

Kepler Sector BPI Review: 19 April 2021

April 19, 2024 By Lowell Herr

Yesterday I posted a Forum notice that Technology dipped into the oversold zone.  VGT is now a Buy.  This morning I picked up a few shares of VGT for the Kepler and a limit order is in place to bring the Technology sector up to the recommended 10.4% … [Read more]

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General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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

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  • Sector BPI Investing: Bohr Portfolio Review – 22 November 2023
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  • Darwin Portfolio Review: 28 November 2025
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  • Bullish Percent Indicators: 23 June 2023
  • Kepler Portfolio Review: 20 July 2026
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