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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 Portfolio Review: 7 February 2024

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 zone.  Energy is closest and I checked this morning to see if it dropped further yesterday.  Energy is still about 10% above the oversold zone.  … [Read More...]

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Portfolio Performance Data: 9 February 2024

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Every month or six weeks I post a data table showing the relative performance values for all the portfolios I track here at ITA Wealth Management.  Not included in the table are the portfolios managed by Hedgehunter.  The data includes Internal Rates … [Read more]

Bullish Percent Indicators: 9 February 2024

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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]

Bethe Portfolio Update: 8 February 2024

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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]

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