Millikan is one of several asset allocation portfolios. The diversification is a tad more expansive in that the Millikan holds a few shares of GLD and BTCO. As the various asset classes approach their target percentages, the goal for the Millikan is to use future dividends to maintain a balanced portfolio while not selling securities […]
Bethe Asset Allocation Portfolio Update: 4 November 2025
Bethe is the portfolio up for review this morning. This portfolio is constructed primarily of equity ETFs and as such is taking a hit this morning. Is this the draw-down we have expected for months or only a momentary pause? To be determined over the next several months. As readers will see, I am taking […]
Kepler Portfolio Update: 3 November 2025
Kepler and Hawking are the two portfolios here on the ITA blog that are using Closed-End-Funds (CEFs) to populate their respective portfolios. In general we are looking for CEFs that are priced at a discount and throw off a dividend of ~8% to ~12%. Sometimes the yield will be outside these percentages. If you are […]
ChatGPT Summary of ITA Wealth Management Blog
I asked ChatGPT this question. What is the ITA Wealth Management blog all about? Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned serious amateur investor, who launched the blog in February 2008. ITA Wealth […]
Darwin Portfolio Review: 31 October 2025
US Equities reached new all-time highs again this week as the SPX (S&P 500 Index) closed the week ~0.7% higher than last week’s close: After hitting the new highs on Wednesday the markets sold off a little on higher than average volume on Thursday but the uptrend remains firmly in place.
Schrodinger Portfolio Update: 28 October 2025
Once more we examine what activity, if any, is taking place within the Schrodinger portfolio. For new readers the Schrodinger is a Robo Advisor portfolio or one that is managed by computer. The Schrodinger is housed with Schwab and is designated as an Intelligent Portfolio. Since the last review the only changes is the amount […]
Huygens Portfolio Review: 27 October 2025
Huygens is a traditional asset allocation portfolio that has a global diversification. Dividends and new cash additions are used to keep the various assets in balance. As readers will see, the Huygens current needs some rebalancing as will be shown below.
Darwin Portfolio Review: 24 October 2025
US Equities hit new all-time highs again this week with the SPX (S&P 500 Index) closing ~2% higher than last week’s close and butting it’s head against the 6800 level (previous highs ~2 weeks ago):
Finding Suitable Closed-End-Funds (CEFs)
In a few weeks I will be updating the Kepler, a portfolio populated by closed-end-funds. Which CEFs to choose for inclusion continues to be a source of frustration. This week I’ve been using ChatGPT as a source of help in selecting CEFs. Today I asked ChatGPT to create a portfolio of 30 closed-end-funds where the […]
Portfolio Construction: Where to Begin?
This week I received a phone call seeking basic investment help. This blog post is written in response to that call. There are a few basic principles to investing and I’ve written about them on this blog for nearly 18 years. Here is the link to two very basic principles. Rule #1 There is no […]
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