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Recent Blog Entry

McClintock Sector Asset Allocation Portfolio Update: 21 October 2026

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a number of sectors.  This is why 8 of the 11 sectors dropped into the … [Read More...]

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ITA Membership

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

Pauling Asset Allocation Portfolio Review: 9 September 2026

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]

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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]

Bohr Sector BPI Portfolio Review: 25 January 2024

January 26, 2024 By Lowell Herr

Before proceeding with the Bohr review, on occasion I see where an interested investor subscribes to the ITA Wealth Management blog, but they do not show up as a Guest.  If I do not see a Guest registration I am unable to elevate the user to the … [Read more]

Copernicus Portfolio Review: 24 January 2024

January 24, 2024 By Lowell Herr

If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required.  Open up a broker account and begin saving.  While the Copernicus focuses on four broad index ETFs … [Read more]

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]

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Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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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