ITA Wealth Management

  • Home
  • Blog
    • How To Use ITA Blog
    • Golden Rule of Investing
    • Basic Investing Principles
  • Guest Registration
  • Forum
  • Reset Password
  • About Me
    • Archive
    • Contact
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

Meta Data

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Search

Recent Posts

  • Einstein Portfolio Update: 27 October 2026 October 27, 2026
  • Franklin Sector BPI Portfolio Update: 24 October 2026 October 26, 2026
  • Long-Term Portfolio for Retiree Who Does Not Require Income or Withdrawals October 24, 2026
  • Dirac 2026 Portfolio Review: 23 October 2026 October 24, 2026
  • Bethe Portfolio Update: 22 October 2026 October 22, 2026
  • McClintock Sector Asset Allocation Portfolio Update: 21 October 2026 October 21, 2026
  • Kepler Portfolio Update: 20 October 2026 October 20, 2026

Recent Comments

  • Lowell Herr on Millikan Portfolio Update: 15 October 2026
  • Lee Schamp on Millikan Portfolio Update: 15 October 2026
  • Lowell Herr on Bethe Portfolio Update: 22 October 2026
  • Lowell Herr on Kepler Portfolio Update: 20 October 2026
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on ChatGPT Evaluates The Copernicus Portfolio
  • Robert Warasila on ChatGPT Evaluates The Copernicus Portfolio
  • Lowell Herr on Pauling Portfolio Update: 6 October 2026
  • BOB_P on Pauling Portfolio Update: 6 October 2026

Popular Posts

  • Dual Momentum Investing by Gary Antonacci
  • Darwin Portfolio Review: 2 October, 2026
  • Pauling Portfolio Review: 7 August 2026
  • Pauling Portfolio Update: 6 October 2026
  • Millikan Portfolio Review: 20 August 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026
  • Schrodinger Portfolio Update: 2 October 2026
  • Buffett Indicator & Shiller PE Ratio
  • Millikan Portfolio Update: 15 October 2026
  • Bohr Portfolio Update: 1 October 2026

General Investment News

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

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Risk Management: May 2021
  • Kepler Portfolio Review: 8 October 2026
  • Questions To Ask Your Money Manager
  • Carson Sector BPI Portfolio Update: 5 October 2026
  • Huygens Sector BPI Portfolio Review: 2 January 2024
  • Rutherford Portfolio Review (Tranche 1): 3 May 2024
  • Rutherford Portfolio Review (Tranche 2): 25 October 2024
  • Rutherford Portfolio Review (Tranche 1): 25 August 2023
  • Intelligent Portfolio: Schrodinger Portfolio Update: 20 December 2023
  • Portfolio Summary: 16 January 2023
  • Bohr Portfolio Review: 18 February 2026

Log in | Website Design by BOING