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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): 9 February 2024

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 from the November lows - that suggests possible resistance at~5200 if we can continue this bullish trend. In terms of performance relative to other … [Read More...]

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Bullish Percent Indicators: 21 December 2023

December 23, 2023 By Lowell Herr

Last week eight of the eleven sectors were overbought.  This week there are nine so investors using the Sector BPI investing model will want to check to see which sector moved above the 70% bullish mark.  Not since last July have we come close to … [Read more]

Copernicus Portfolio Review: 21 December 2023

December 22, 2023 By Lowell Herr

Next to the Schrodinger the Copernicus is the easiest portfolio to manage of those I track here at ITA Wealth Management.  All that is required for those interested in the Copernicus is to save and invest in U.S. Equities.  Sale of shares will never … [Read more]

Sector BPI Investing: Bethe Portfolio Review: 20 December 2023

December 22, 2023 By Lowell Herr

Welcome to the Winter Solstice.  Christmas is soon here and 2024 to follow.  November was an outstanding month for equities and December should also end on a positive note.  This review of the Bethe Portfolio reflects these good times for U.S. … [Read more]

Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023

December 20, 2023 By Lowell Herr

Schwab's Intelligent Portfolio, the Schrodinger, is up for review today.  This portfolio was launched a number of years ago to answer the question, "Who Will Manage the Family Portfolio When I Die?"  Of the three portfolio investment strategies … [Read more]

Sector BPI Investing: McClintock Portfolio Review: 19 December 2023

December 19, 2023 By Lowell Herr

To read the blogs, sign up as a Guest and wait to be elevated to the Platinum level.  This will give you access to all the blogs except for a very few reserved for Lifetime members. And now for the McClintock review.  This portfolio had an excellent … [Read more]

Bohr Portfolio Review: 18 December 2023

December 18, 2023 By Lowell Herr

Last Friday VPU and VNQ were sold out of the Bohr as the Trailing Stop Loss Orders (TSLOs) were struck.  The sale of these two sector ETFs results in a 34% cash level so some decisions are required as to what to do with this money.  No sectors are … [Read more]

Rutherford Portfolio Review (Tranche 1): 15 December 2023

December 16, 2023 By hedgehunter

Well, Santa sure pulled us through that strong resistance zone at ~4600 in the SPX (S&P 500 Index) and US equities closed the week up ~2.8% from last week's close after 2 weeks of sideways consolidation: now the challenge will be to see … [Read more]

Bullish Percent Indicators: 15 December 2023

December 15, 2023 By Lowell Herr

Bullish Percent Indicators (BPI) as shown in the following two tables provides a broad behavioral view of the U.S. Equities market.  The second table breaks the market into its eleven different sectors and it is that data we use to manage the Sector … [Read more]

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