The Kepler portfolio is moving closer to having all asset classes closer to target each month. As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection ETFs. At the bottom of this blog post I asked ChatGPT to analyze the Kepler portfolio and make recommendations as to how to improve the asset allocation … [Read More...]
Kepler Portfolio Update: 20 October 2026
The Kepler portfolio is moving closer to having all asset classes closer to target each month. As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection … [Read more]
Huygens Asset Allocation Portfolio: 19 October 2026
Huygens is a classic asset allocation portfolio with the ETFs skewed toward value instead of growth. There is also an emphasis on inflation protection and dividend generation. The plan is for this portfolio to withstand, to some degree, a major … [Read more]
Darwin 2026 Portfolio Review: 16 October 2026
US Equities lost a little ground over the past week with the SPX (S&P 500 Index) dropping ~2% from last week's close and the all-time highs. We remain in a long-term bullish uptrend channel but trading has remained in a fairly narrow 240 point … [Read more]
ChatGPT Evaluates The Copernicus Portfolio
The Copernicus Portfolio at ITA Wealth Management: Is It a Useful Investing Method? The Copernicus Portfolio at ITA Wealth Management is worth examining if you are interested in systematic investing, portfolio diversification, and methods for … [Read more]
Millikan Portfolio Update: 15 October 2026
The Millikan portfolio is a relatively simple asset allocation portfolio. Other than VTI the portfolio is in balance. As with a number of other portfolios, I am waiting for the coming market correction. Any type of correction could be months … [Read more]
Copernicus Portfolio Update: 13 October 2026
Are you looking for an easy portfolio to model or a low intensive investing model? Other than the Schrodinger, the Copernicus is about as low maintenance as one will find. Yes, it is slightly more complicated than initially envisioned. That added … [Read more]
Dirac 2026 Portfolio Review: 12 October 2026
US Equities continue to consolidate in a narrow range - with the SPX (S&P 500 Index) having tested previous all-time highs last week. Over the past week there was evidence of a rotation into more defensive sectors with Consumer Staples, Energy … [Read more]
Gauss Portfolio Update: 12 October 2026
Gauss is the asset allocation portfolio up for review this morning. As readers will see in the first screenshot, the Gauss focuses on value equities and dividend producing ETFs. The large cash holding is temporary as limit orders are in place to … [Read more]
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