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Recent Posts

  • Darwin 2026: 2 January 2026 January 4, 2026
  • Schrodinger Portfolio Update: 2 January 2026 January 2, 2026
  • Carson Sector BPI Portfolio Update: 30 December 2025 December 30, 2025
  • Gifting a Grandchild December 29, 2025
  • Copernicus Portfolio Update: 24 December 2025 December 24, 2025
  • Gauss Portfolio Update: 22 December 2025 December 22, 2025
  • Kepler Portfolio Update: 19 December 2025 December 19, 2025

Recent Comments

  • Len Suelter on Gifting a Grandchild
  • Lowell Herr on Gifting a Grandchild
  • Robert Warasila on Gifting a Grandchild
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Craig Burkhart on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on Recession: Will Equities Drop In The Next 18 Months?
  • Lowell Herr on ChatGPT Summary of ITA Wealth Management Blog
  • Robert Warasila on ChatGPT Summary of ITA Wealth Management Blog
  • Lowell Herr on Bullish Percent Indicator: 30 May 2025
  • Stellaluna on Bullish Percent Indicator: 30 May 2025

Popular Posts

  • Portfolio Construction: Where to Begin?
  • Recession: Will Equities Drop In The Next 18 Months?
  • Gifting a Grandchild
  • Buffett Indicator & Shiller PE Ratio
  • ChatGPT Summary of ITA Wealth Management Blog
  • Copernicus Portfolio Review: 14 November 2025
  • Millikan Portfolio Review: 4 December 2025
  • Selecting Closed End Funds (CEFs)
  • Schrodinger Robo Advisor Portfolio Review: 26 November 2025
  • Hawking Portfolio Review: 3 October, 2025

General Investment News

Portfolios coming up for review.  Huygens, Einstein 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

  • Dirac Portfolio Review: 4 August 2025
  • “Sell In May And Go Away”
  • Bullish Percent Indicator: 30 May 2025
  • Rutherford Portfolio Review (Tranche 1): 20 September 2024
  • Occam’s Razor and Investing
  • Gauss Portfolio Review: 18 March 2025
  • Rutherford Portfolio Review (Part 1 – Darwin): 3 January 2025
  • Huygens Asset Allocation Portfolio Review: 11 April 2025
  • Schrodinger Portfolio Update: 3 July 2023
  • Rutherford Portfolio Review (Tranche 3): 14 June 2024
  • Carson Sector BPI Portfolio Review: 1 July 2023

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