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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

  • Kepler Portfolio Update: 14 August 2026 August 14, 2026
  • Carson Sector BPI Portfolio Update: 12 August 2026 August 12, 2026
  • Einstein Portfolio Update: 10 August 2026 August 10, 2026
  • Darwin 2026 Portfolio Review: 7 August 2026 August 10, 2026
  • Pauling Portfolio Review: 7 August 2026 August 7, 2026
  • Franklin Portfolio Update: 6 August 2026 August 6, 2026
  • Bethe Portfolio Update: 5 August 2026 August 5, 2026

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  • Lowell Herr on Carson Sector BPI Portfolio Update: 12 August 2026
  • Lowell Herr on Einstein Portfolio Update: 14 July 2026
  • Lee Cash on Einstein Portfolio Update: 14 July 2026
  • 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

Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part 1
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Bohr Portfolio Review: 7 July 2026
  • Pauling Portfolio Review: 7 August 2026
  • Financial Repression Portfolio from ChatGPT

General Investment News

Portfolios coming up for review.  Gauss and Copernicus 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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Random Posts

  • McClintock Portfolio Review: 19 September 2022
  • Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 1: Outline of New Structure and Strategies to be Used
  • Copernicus Portfolio Review: 2 August 2024
  • Franklin Sector BPI Plus Review: 26 April 2023
  • Dirac 2026 Portfolio Review: 20 March 2026
  • Bethe Portfolio Update: 8 February 2024
  • McClintock Sector BPI Portfolio Review: 27 December 2023
  • Pauling Update: 24 April 2024
  • Huygens Income Portfolio Review: 5 June 2023
  • Rutherford Portfolio Review (Tranche 2): 24 February 2023
  • Carson Update – Preempting Potential Weakness: 14 April 2023

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