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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

Schrodinger Portfolio Review: 16 May 2024

One of my favorite portfolios, the Schrodinger, is scheduled for review this morning.  Why is it a favorite?  1) It is easy to manage as there is nothing to do but save.  2) Performance is excellent.  3) It is tax efficient if the account is greater than $50,000.  4) Risk is moderate.  5) Cost is zero if one does not account for ETF expense ratios. Schrodinger Asset Allocations Below is the … [Read More...]

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Bethe Sector BPI Portfolio Review: 5 December 2023

December 5, 2023 By Lowell Herr

Since the last Bethe update VGT hit the 3% TSLO.  In fact all shares of Technology were sold out of the portfolio just yesterday.  The sale of VGT leaves Bethe with over $9,000 in cash.  What to do with this money is explained later in the … [Read more]

Hawking Portfolio Review: 1 December 2023

December 4, 2023 By hedgehunter

The Hawking Portfolio is another portfolio that I haven't reviewed for some time (4 months) - so it's about time for an update. The Hawking is essentially a Buy-And-Hold portfolio built from Closed-End-Funds (CEFs) that doesn't require much … [Read more]

Kahneman-Tversky Portfolio Review: 1 December, 2023

December 4, 2023 By hedgehunter

The Kahneman-Tversky (K-T) Portfolio is another simple portfolio that requires very little attention and few adjustments. No adjustments have been made in the past 3 months since the last review on this site. Performance to date looks like … [Read more]

Darwin Portfolio Review: 1 December 2023

December 4, 2023 By hedgehunter

The Darwin Portfolio is a portfolio that I try not to adjust too often and it has been 3 months since I last posted a review of this portfolio so it's time to take a look at how it has been performing in that time period. The Darwin Portfolio uses … [Read more]

Einstein Portfolio Review: 4 December 2023

December 4, 2023 By Lowell Herr

Einstein is another Sector BPI portfolio I'm updating today.  Since no sectors are oversold there are no transitions anticipated.  Several limit orders in place to pick up shares of VOO and one order was struck while writing this blog.  That purchase … [Read more]

Huygens Sector BPI Portfolio Review: 4 December 2023

December 4, 2023 By Lowell Herr

Even though limited transactions are planned, I am going to walk through a complete analysis of the Huygens as it has been some time since I've done so with any of the Sector BPI portfolios.  Huygens is new to the Sector BPI investing model so pay … [Read more]

Rutherford Portfolio Review (Tranche 3): 1 December 2023

December 3, 2023 By hedgehunter

Action in US equity markets was pretty muted this week with consolidation just below resistance (and prior pivot high) at ~4600: It will be interesting to see whether Santa can pull us above this resistance zone and towards the all-time highs at … [Read more]

Bullish Percent Indicators: 1 December 2023

December 2, 2023 By Lowell Herr

Investors using the Sector BPI model need to pay attention as market action this week moved two more sectors into the over bought zone.  We now have four overbought sectors and two of the four are over 80% bullish. … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
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  • 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.

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