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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

Bethe Portfolio Review: 8 May 2026

Bethe is another portfolio built around the idea Financial Repression is in the future and needs to be faced and taken into account through portfolio construction.  In the second screenshot you will see the current portfolio beta is very low.  This simply means as currently constructed, the Bethe will move up or down approximately 1/3 as fast as the S&P 500.  If the market continue to climb … [Read More...]

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Copernicus Portfolio Review: 2 February 2024

February 2, 2024 By Lowell Herr

Early in the month is an excellent time to review portfolios such as the Copernicus and Schrodinger as both are "no-brain" portfolios in that neither require any significant decisions.  One does not need a degree in Finance from the University of … [Read more]

Schrodinger Portfolio Review: 1 February 2024

February 1, 2024 By Lowell Herr

February is here and it is time for the crocus to bloom in Oregon.  Early in any given month is an excellent time to review the Schrodinger as no decisions are required.  This is a Save & Watch style portfolio that Schwab calls their Intelligent … [Read more]

Franklin Sector BPI Portfolio Review: 31 January 2024

January 31, 2024 By Lowell Herr

Next month ITA will celebrate its 16th birthday.  To hold down the cost of operating this free blog I delete old posts in order to control storage space.  This is why blogs going back more than 10 years are no longer available.  Here is one of the … [Read more]

Pauling Sector BPI Portfolio Review: 30 January 2024

January 30, 2024 By Lowell Herr

Pauling is the portfolio up for review today.  Pauling joined the Sector BPI investing model last October.  Readers can see how well this model worked over the past four months in the fifth screenshot below.  Four months is a very short time in the … [Read more]

Carson Sector BPI Portfolio Review: 29 January 2024

January 29, 2024 By Lowell Herr

Of the numerous Sector BPI portfolio tracked here at ITA, Carson is the oldest.  As more historical data becomes available, are there any weaknesses showing up in the model?  Perhaps, so follow along with this analysis. As yet I've not added VEA and … [Read more]

Einstein Portfolio Review: 29 January 2024

January 29, 2024 By Lowell Herr

Einstein is the Sector BPI portfolio up for review this morning.  One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO).  Neither asset class is currently recommended for … [Read more]

Rutherford Portfolio Review (Tranche 3): 26 January 2024

January 28, 2024 By hedgehunter

It was a relatively calm but bullish week in US equity markets as the S&P 500 Index continued it's climb above the important 4800 resistance level (that now becomes a potential support level): US equities rose a little over 1% over the past week … [Read more]

Bullish Percent Indicators: 26 January 2024

January 27, 2024 By Lowell Herr

When financial news reports the stock market is either up or down the information is generally referring to the 30 Dow Jones Industrial stocks.  While the DJIA forms a significant percentage of the U.S. Equities market it does not tell the whole … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Millikan Portfolio Review: 20 August 2026
  • Financial Repression Portfolio Update From ChatGPT
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Portfolio Diversification: 6 June 2026

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.

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

  • Schrodinger Computer Manage Portfolio Update: 7 June 2023
  • Huygens Asset Allocation Portfolio Review: 11 April 2025
  • Gauss Portfolio Update: 22 December 2025
  • Darwin 2026 Portfolio Review: 6 March 2026
  • Rutherford Portfolio Review (Tranche 1): 13 December 2024
  • Darwin 2026 Portfolio Review: 13 March 2026
  • Gauss Portfolio Review: 10 October 2023
  • Rutherford Portfolio Review (Tranche 4): 13 October 2023
  • Portfolio Performance Comparisons: 23 November 2023
  • Portfolio Performance Update: 9 May 2024
  • Portfolio Performance Comparisons: 5 May 2023

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