Portfolio Management | ITA Wealth Management

Rutherford Portfolio Review (Tranche 1): 30 June 2023

July 1, 2023 By hedgehunter

After a pullback to test support at ~4300, US equities bounced to finish the week strongly, closing at the top boundary of the 1 SD uptend channel: Should the trend continue there does not seem to be serious

Sector BPI Update: 30 June 2023

July 1, 2023 By Lowell Herr

This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA. Publishing only IRR data, while truthful, can be misleading when securities are held for short periods. The following data

Carson Sector BPI Portfolio Review: 1 July 2023

July 1, 2023 By Lowell Herr

Earlier today I posted Internal Rate of Return (IRR) data on the Sector BPI Plus portfolios. This review of the Carson, one of four Sector BPI portfolios, walks readers through the process of how to manage a sector portfolio. Carson Investment Quiver Below is the current

Schrodinger Portfolio Update: 3 July 2023

July 3, 2023 By Lowell Herr

The Schrodinger is an Intelligent Portfolio based at Schwab. At least this is how Schwab identifies portfolios managed by computer. I think of this investing style as Robo Advisor portfolios. Regardless, this type of investment is as easy as

Bohr Portfolio Update: 3 July 2023

July 3, 2023 By Lowell Herr

Now that the second quarter is history, portfolios lagging in performance are under scrutiny. The Bohr is one such portfolio. With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the process of

Rutherford Portfolio Review (Tranche 2): 7 July 2023

July 8, 2023 By hedgehunter Leave a Comment

After last week’s pre-holiday fireworks the celebrations fizzed out after the holiday and US equities closed down ~1% lower than last week’s close: Another re-test of the 4300 level would not surprise me – but then it’s anyone’s guess where we might go from there.

Franklin Sector BPI Portfolio Update: 8 July 2023

July 8, 2023 By Lowell Herr Leave a Comment

As a followup to the BPI data posted earlier this morning, updating the Franklin will explain to ITA readers how one handles the sale of VNQ. Real Estate BPI data recommended selling all shares a few weeks ago. When the sell signal showed

Darwin Portfolio Review: 7 July 2023

July 9, 2023 By hedgehunter Leave a Comment

The Darwin Portfolio is an “all-weather” portfolio that requires few adjustments, based on risk parity, only when allocations get significantly out-of-line. The portfolio holds only 5 assets that may be adjusted for risk parity with an allocation to “Volatility”