McClintock is the Sector BPI portfolio up for review this morning. As mentioned in Forum entries, several changes occurred recently and even more since the update last month. Eliminating sectors holding a single share, the McClintock now is holding five sectors. They are: Materials, Discretionary, Staples, Industrials, and Utilities. McClintock Sector BPI Holdings Each of the … [Read More...]
McClintock Sector BPI Portfolio Update: 24 September 2026
McClintock is the Sector BPI portfolio up for review this morning. As mentioned in Forum entries, several changes occurred recently and even more since the update last month. Eliminating sectors holding a single share, the McClintock now … [Read more]
Darwin Portfolio Review: 22 September, 2026
As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US … [Read more]
Huygens Portfolio Review: 22 September 2026
Huygens is an asset allocation style portfolio set up to handle, as well as possible, a potential market correction. As currently constructed the dividend rate is very close to the rate of inflation. Huygens is built around the ideas laid out in … [Read more]
Creating a Recession Proof Portfolio
I recently asked ChatGPT the following. "Create a five ETF portfolio designed to withstand a major stock market correction and or Financial Repression." Here is the response from ChatGPT. For a five-ETF defensive portfolio, I would … [Read more]
Millikan Asset Allocation Portfolio Update: 16 September 2026
Millikan is the portfolio I am updating this morning. With exception of one asset class, U.S. Equities (VTI), the portfolio is in balance. I recently added international shares as well as inflation protection ETFs. New cash and dividends are used … [Read more]
Gauss Asset Allocation Portfolio: 15 September 2026
Gauss is a conservative portfolio with a current beta of 0.1 or one tenth as volatile as the S&P 500. Over 50% of the portfolio is concentrated in short-term treasuries or other income generating Exchange Traded Funds (ETFs). Gauss Security … [Read more]
Copernicus Portfolio Update: 14 September 2026
Copernicus continues to be the top performing portfolio tracked here on the ITA blog. Two changes I made since the last review were to replace VIG with shares of RSP and SGOV. SGOV is a short-term treasury and will overlap with SCHO. RSP is an … [Read more]
ITA Weekly: 11 September 2026
With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search … [Read more]
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