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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. Glassman and Kevin A. Hassett, published on October 1, 1999.  Many investors, […]

Filed Under: McClintock Portfolio, Sector BPI Tagged With: McClintock Portfolio, Sector BPI

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 (VTI, SPY, VOO, and ESGV) one can narrow this to one or two ETFs.  VOO […]

Filed Under: Copernicus Portfolio, Passive vs. Active Tagged With: Copernicus Portfolio

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 Platinum level so they can read all the […]

Filed Under: Bohr Portfolio, Sector BPI Tagged With: Bohr Portfolio, Sector BPI

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 – generally in line with international equity markets, but all of […]

Filed Under: Portfolio Management, Portfolio Performance, Rutherford Portfolio Tagged With: Portfolio Management, Portfolio Performance, Rutherford Portfolio

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 purchase so now is a good time to add these two additional securities to the investment quiver. […]

Filed Under: Einstein Portfolio, Sector BPI Tagged With: Einstein Portfolio, Sector BPI

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 VWO to the investment quiver.  Thus far I’ve only added these international […]

Filed Under: Carson Portfolio, Sector BPI Tagged With: Carson Portfolio

Pauling Sector BPI Portfolio Review: 30 January 2024

January 30, 2024 By Lowell Herr

Pauling is the portfolio up for review today.  Pauling joined the Sector BPI investing model last October.  Readers can see how well this model worked over the past four months in the fifth screenshot below.  Four months is a very short time in the investing world so pay more attention to trends vs. absolute growth […]

Filed Under: Pauling Portfolio, Sector BPI Tagged With: Pauling Portfolio

Franklin Sector BPI Portfolio Review: 31 January 2024

January 31, 2024 By Lowell Herr

Next month ITA will celebrate its 16th birthday.  To hold down the cost of operating this free blog I delete old posts in order to control storage space.  This is why blogs going back more than 10 years are no longer available.  Here is one of the older posts for the Franklin, the portfolio up […]

Filed Under: Franklin Portfolio, Sector BPI Tagged With: Franklin Portfolio, Sector BPI

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