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You are here: Home / Archives for ITA Portfolios

Gauss Sector BPI Portfolio Update: 10 June 2023

June 10, 2023 By Lowell Herr

As mentioned in the Bullish Percent Indicator data update this morning, I discussed the possibility of “tweaking” one or more of the Sector BPI Plus portfolios.  This blog post walks readers through such a “tweak.”  While the change is minor, limiting the percentage that is to be invested in any one sector will open up […]

Filed Under: Gauss Portfolio, ITA Portfolios Tagged With: Gauss Portfolio, ITA Portfolios

Portfolio Summary: 16 January 2023

January 16, 2023 By Lowell Herr

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin with this one as it is the easiest to manage.  The […]

Filed Under: ITA Portfolios, Beginning Investors, Critical Material Tagged With: Critical Material, ITA Portfolios

ITA Portfolios: Breaking The Models Into Groups

December 5, 2022 By Lowell Herr

Sixteen portfolios are currently under management at ITA Wealth Management.  This does not include portfolios managed by Hedgehunter.  This blog post explains to readers how the different portfolios are handled or managed.  Each of the sixteen portfolios are reviewed at least every 33 calendar days.  Several, such as the Carson, are updated each week.  To […]

Filed Under: ITA Portfolios, Beginning Investors, Portfolio Management, Portfolio Performance Tagged With: ITA Portfolios

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Recent Posts

  • Einstein Portfolio Update: 14 July 2026 July 14, 2026
  • Pauling Portfolio Update: 13 July 2026 July 13, 2026
  • Darwin 2026 Portfolio Review: 10 July 2026 July 12, 2026
  • Franklin Sector BPI Portfolio Update: 10 July 2026 July 10, 2026
  • Bethe Portfolio Redesigned: 9 July 2026 July 9, 2026
  • Schrodinger Portfolio Update: 8 July 2026 July 8, 2026
  • Bohr Portfolio Review: 7 July 2026 July 7, 2026

Recent Comments

  • Lee Cash on Copernicus Portfolio Update: 23 June 2026
  • Lowell Herr on McClintock Sector BPI Portfolio Update: 5 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lowell Herr on Portfolio Diversification: 6 June 2026
  • William Tynes on Portfolio Diversification: 6 June 2026
  • Lee Cash on Huygens Portfolio Review: 3 June 2026
  • Stellaluna on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006
  • Lowell Herr on Kepler Portfolio Review: 27 May 2006

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • Schrodinger Portfolio Update: 17 April 2026
  • Gauss Portfolio Review: 29 April 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression: Part IV

General Investment News

Portfolios coming up for review.  Pauling, Einstein, and Carson 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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