Portfolio Management | ITA Wealth Management

Copernicus Portfolio Review: 29 May 2023

May 28, 2023 By Lowell Herr

Copernicus is a Buy & Hold portfolio where the only holdings are U.S. Equities. The philosophy behind the Copernicus is to purchase shares in one of four U.S. Equities ETFs and never sell unless there is an emergency. Thus far this is the top performing ITA portfolio as it now holds a commanding lead of […]

Rutherford Portfolio Review (Tranche 5): 26 May 2023

May 28, 2023 By hedgehunter

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Tweaking Carson Sector BPI Portfolio: 29 May 2023

May 29, 2023 By Lowell Herr

As mentioned in the most recent blog post, I’m tweaking the Sector BPI Plus investing model ever so slightly. If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options. As with the Copernicus I now have VOO, VTI, SPY, and ESGV as U.S. […]

Pauling Dual Momentum Portfolio Review: 30 May 2023

May 30, 2023 By Lowell Herr

Pauling is the Dual Momentum™ portfolio up for review this morning and while the data is current as of 5/26/23, I don’t think today’s action will alter the recommendation shown in the first screenshot. As mentioned before, the Pauling is on notice due to poor performance. Part of this is my fault as I’ve held […]

Gauss Sector BPI Portfolio Review: 31 May 2023

May 31, 2023 By Lowell Herr

Gauss is one of four Sector BPI portfolios currently managed here at ITA. Gauss is one of the last accounts to be shifted over to the BPI management model and thus far it is just holding its own with respect to the S&P 500 (SPY). As mentioned in prior Sector BPI portfolio reviews, I’ve tweaked […]

Schrodinger Portfolio Review: 1 June 2023

June 1, 2023 By Lowell Herr

The Schrodinger is an excellent portfolio to lead off June as it is a “no decision” portfolio designed for investors who have no interest in the workings of the stock market. Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor account. Schwab calls these accounts Intelligent Portfolios. This portfolio was initially […]

Millikan Sector BPI Portfolio Review: 2 June 2023

June 2, 2023 By Lowell Herr

After updating the BPI data earlier this morning, only Energy remains in the Buy column. Real Estate just move above the 30% bullish line. Tomorrow I’ll post the latest BPI data which will provide guidance for Sector BPI portfolios next week. For now, the Millikan has nearly a full complement of Energy (VDE) and a […]

Carson Sector BPI Portfolio Review: 3 June 2023

June 3, 2023 By Lowell Herr

Rather than wait until Monday, this review of the Carson is a followup to the BPI data published earlier this morning. As mentioned in that BPI post, both Energy and Real Estate moved out of the Buy zone while Utilities dropped into the Buy zone. The following post lays out how I intend to work […]