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, […]
Copernicus Portfolio Review: 24 January 2024
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 […]
Bohr Sector BPI Portfolio Review: 25 January 2024
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 […]
Rutherford Portfolio Review (Tranche 3): 26 January 2024
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 […]
Einstein Portfolio Review: 29 January 2024
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. […]
Carson Sector BPI Portfolio Review: 29 January 2024
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 […]
Pauling Sector BPI Portfolio Review: 30 January 2024
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 […]
Franklin Sector BPI Portfolio Review: 31 January 2024
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 […]
- « Previous Page
- 1
- …
- 47
- 48
- 49
- 50
- 51
- …
- 134
- Next Page »








You must be logged in to post a comment.