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Recent Blog Entry

Franklin Sector BPI Portfolio Update: 10 July 2026

Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog.  Investors interested in this model should follow the Carson and McClintock portfolios as well as this one.  In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the Forum.  Check the Forum on a regular bases for up-to-date information. No … [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

Huygens Asset Allocation Portfolio Review: 6 January 2026

Huygens is another asset allocation portfolio that needs a bit more work before all the diversified ETFs are in balance or within the target percentages. … [Read More...]

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Bohr Sector BPI Portfolio Review: 25 January 2024

January 26, 2024 By Lowell Herr

Before proceeding with the Bohr review, on occasion I see where an interested investor subscribes to the ITA Wealth Management blog, but they do not show up as a Guest.  If I do not see a Guest registration I am unable to elevate the user to the … [Read more]

Copernicus Portfolio Review: 24 January 2024

January 24, 2024 By Lowell Herr

If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required.  Open up a broker account and begin saving.  While the Copernicus focuses on four broad index ETFs … [Read more]

McClintock Portfolio Review: 22 January 2024

January 23, 2024 By Lowell Herr

Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. … [Read more]

Rutherford Portfolio Review (Tranche 2): 19 January 2024

January 23, 2024 By hedgehunter

My apologies for being late with this post - I've moved to a new location and I've had a few problems with my new internet connection - but, this is real life and the issues we come across. Hopefully it doesn't have a significant impact on our … [Read more]

Huygens Sector BPI Portfolio Review: 22 January 2024

January 22, 2024 By Lowell Herr

Now that we passed the mid-way point in January I want to update all portfolios that were last reviewed in December.  The Huygens is one such Sector BPI portfolio.  Another reason for paying special attention to the Sector BPI portfolios is that many … [Read more]

Bullish Percent Indicators: 19 January 2024

January 20, 2024 By Lowell Herr

Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show.  Will the trends be bullish or bearish.  Based on a strong Friday market I anticipated a number of the indexes and sectors would … [Read more]

Bethe Sector BPI Portfolio Review: 19 January 2024

January 20, 2024 By Lowell Herr

Bethe is the Sector BPI portfolio reviewed this morning.  This update was scheduled for posting yesterday, but I lost Internet access due to a severe ice storm.  We have been housebound for over a week, but experienced only four electric energy (EE) … [Read more]

Schrodinger Portfolio Review: 18 January 2024

January 19, 2024 By Lowell Herr

As mentioned in the blog post yesterday, Schwab sent out a notice that the Intelligent Portfolio was updated.  This post reflects those additional purchases.  The Schrodinger was initially set up to answer the question, "Who Will Manage The Family … [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
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 13 March 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026

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.

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.

Random Posts

  • Darwin Portfolio Review: 17 October 2025
  • Gauss Portfolio Update: 13 January 2023
  • Advisors Do Not Add Alpha
  • Pauling Asset Allocation Portfolio Review: 25 October 2024
  • Schrodinger Portfolio Review: 4 November 2022
  • Kepler – “Recession Proof” Portfolio: 29 December 2025
  • Huygens Portfolio Update: 2 March 2026
  • Rutherford Portfolio Review (Tranche 2): 7 June 2024
  • Rutherford Portfolio Review (Tranche 4): 10 March 2023
  • Einstein Portfolio Review: 25 July 2023
  • Bohr Sector BPI Portfolio Review: 25 January 2024

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