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Recent Blog Entry

Einstein Portfolio Review: 30 September 2026

Einstein is the Asset Allocation portfolio updated this morning.  Shares of SCHO were sold to raise cash to bring several new ETFs into balance.  Check out the asset allocation model shown in the next data table. … [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

Einstein Portfolio Update: 30 January 2026

Einstein is the portfolio scheduled for review this morning.  The asset allocation mix is set so from this point going forward all that is required is to keep the various asset classes as close to the target percentage as possible.  The goal is to keep each asset class (ETF) within one percentage point, but could stray as much as 3% from the target or recommended percentage. With the appointment … [Read More...]

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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]

Carson Sector BPI Portfolio Update: 17 April 2024

April 17, 2024 By Lowell Herr

Carson is the Sector BPI portfolio up for review this morning.  This is the oldest portfolio using this particular investing model.  There are a few tweaks this month.  One of the main changes is to remove ESGV from the holdings so we can concentrate … [Read more]

Millikan Sector BPI Portfolio Review: 16 April 2024

April 16, 2024 By Lowell Herr

Millikan is one of the better performing Sector BPI portfolios.  Here is a bit more information as to how I am managing Sector BPI portfolios as we enter a very uncertain election season. The Sector BPI strategy remains in place as follows.  If … [Read more]

Schrodinger Portfolio Review: 15 April 2024

April 15, 2024 By Lowell Herr

Schrodinger is the Robo Advisor or computer managed portfolio up for review this morning.  Investors not interested in investing or have minimum time to track their investments will find this style portfolio fits their desire to be invested in the … [Read more]

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General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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.

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