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Recent Blog Entry

Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [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): 2 June 2023

As I have mentioned in recent reviews of the Rutherford Portfolio I have to take money out of this retirement account so, following last week's review of Tranche 5, I have "retired" Tranche 5 and adjusted the other 4 tranches to $19,000 each - or a total portfolio value of $76,000. I will continue to use the rotation model to manage this portfolio and will review each tranche every 4 weeks rather … [Read More...]

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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]

Millikan Sector BPI Portfolio Review: 18 January 2024

January 18, 2024 By Lowell Herr

Millikan is the portfolio up for review this morning.  Since no sectors are positioned in the oversold zone we concentrate on how best to use cash by analyzing the three U.S. Equity ETFs, VTI, VOO, and ESGV.  Some investors might want to broaden the … [Read more]

Gauss Sector BPI Portfolio Review: 17 January 2024

January 17, 2024 By Lowell Herr

Early this morning I checked the current Bullish Percent Indicators (BPI) and no sectors are in the oversold zone.  Therefore, no purchases are scheduled for the Gauss portfolio. For new subscribers, oversold is defined as a situation where 30% or … [Read more]

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General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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.

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