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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

Rutherford Portfolio Review (Tranche 1): 28 April 2023

A relatively uneventful week in US equites, despite the high day-to-day volatility, with the SPX (S&P 500 Index) up a little over 0.5% from last week's close: The index is still banging its head against the 50% retracement resistance zone that has been difficult to penetrate a number of times over the past few months. However. we did manage to close slightly above the 4160 level so we'll … [Read More...]

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Rutherford Portfolio Review (Tranche 1): 9 February 2024

February 10, 2024 By hedgehunter

US Equities continued their steady climb this week hitting new all-time highs at the close on Friday: Since we are at all-time highs, with no obvious indications of the next resistance level, the best I can do is look at the 100% Fibonacci extension … [Read more]

Bullish Percent Indicators: 9 February 2024

February 10, 2024 By Lowell Herr

Bullish Percent Indicators are mixed this week which is not all that unusual.  One sector is approaching the oversold zone and will require close watching this coming week. Both the DJIA and DJTA are bullish indicating this is still a large-cap … [Read more]

Franklin Sector BPI Portfolio Review: 9 February 2024

February 9, 2024 By Lowell Herr

Franklin is the Sector BPI portfolio schedule for review today.  I adjusted the Maximum Asset Allocation percentages for the three U.S. Equities in order to emphasize VOO as it is the S&P 500 option.  Holding more shares of VOO will keep the … [Read more]

Bethe Portfolio Update: 8 February 2024

February 8, 2024 By Lowell Herr

Bethe is the portfolio scheduled for review today and a few changes were made in the investment quiver.  The Maximum Asset Allocation percentages (green arrow) were adjusted in order to emphasize or tilt the portfolio toward the S&P 500 (VOO) as … [Read more]

Carson Portfolio Review: 7 February 2024

February 7, 2024 By Lowell Herr

As the oldest Sector BPI portfolio, the Carson is still a relatively young example of this "hypothetical" investing model.  As such I use the Carson as a bellwether for the Sector BPI approach to portfolio management. No sectors are in the oversold … [Read more]

Millikan Sector BPI Portfolio Review: 6 February 2024

February 6, 2024 By Lowell Herr

Millikan is the Sector BPI portfolio up for review this morning.  Since no sectors of the U.S. Equities market are oversold we look for buying opportunities other than sector ETFs.  The three ETFs of interest are:  VTI, VOO, and ESGV.  I've not … [Read more]

Kepler Sector BPI Portfolio Review: 5 February 2024

February 5, 2024 By Lowell Herr

Kepler consistently ranks in the bottom quartile of the portfolios I track here at ITA.  As one of the more recent portfolios to be moved to the Sector BPI investment model the objective is to watch the growth, be it negative or positive, over the … [Read more]

Rutherford Portfolio Review (Tranche 4): 2 February 2024

February 5, 2024 By hedgehunter

It was a relatively volatile week in the US equity markets last week with a bit of a scare on Wednesday but, in the end, the markets ended up a little over 1% from last week's close: This placed US equities near the top of the list of major asset … [Read more]

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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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