Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I’m not going to quibble as the performance since 12/31/2021 has been excellent. The portfolio is taking a major hit this morning as the market […]
Kepler Portfolio Update: 13 May 2026
Kepler is scheduled for a review later this month, but I moved it up as I am making a few changes. One change occurred this morning as I sold all shares of SHV (expense ratio of 15 basis points) and replaced it with shares of SCHO (expense ratio of 3 basis points) while increasing the […]
Franklin Sector BPI Portfolio Review: 12 May 2026
Franklin is one of three Sector BPI portfolios tracked here at ITA Wealth Management. This investing model is not likely to be available elsewhere on the Internet so pay close attention. Of the portfolios that are likely to withstand a recession as well as the coming Financial Repression, these three portfolios have a high probability […]
Bethe Portfolio Review: 8 May 2026
Bethe is another portfolio built around the idea Financial Repression is in the future and needs to be faced and taken into account through portfolio construction. In the second screenshot you will see the current portfolio beta is very low. This simply means as currently constructed, the Bethe will move up or down approximately 1/3 […]
Bohr Portfolio Review: 7 May 2026
As with several other portfolios I don’t intent to be fully invest in all asset classes other than SCHO. Instead of holding cash in a money market I move cash into short-term treasuries (SCHO) where the current interest rate is 4.0%. As dividends come in I will pick up a few shares in income generating […]
Millikan Asset Allocation Portfolio: 6 May 2026
Millikan is the asset allocation portfolio up for review this morning and it is undergoing a few changes. The new allocation of assets is designed to further diversify the portfolio, provide additional resistance to a possible recession, and to counter the high probability of financial repression. Read the blogs on Financial Repression (FR) and look […]
McClintock Sector BPI Portfolio Review: 5 May 2026
Yesterday I asked Google, “What is the origin of the Sector Bullish Percent Indicator investing model?” Here is the reply. “The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder of the market analysis service Investors Intelligence (then called ChartCraft), created it as a “market barometer” to […]
Huygens Portfolio Review: 4 May 2026
Huygens is the portfolio up for review today and in this portfolio I am rebalancing the account to counter the high probability the FED, with cooperation from the government, will strive to inflate their way out of the 39 trillion (and growing) national debt. The basic principle of spending less than you earn is ever […]
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