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 […]
Carson Sector BPI Portfolio Review: 24 October 2025
Carson is one of three portfolios using the Sector BPI investing model and it is one of the better performing accounts. Since the last update the Materials sector dropped down into the low 30% bullish zone so I jumped the gun and added 35 shares of VAW to the Carson.
Franklin Sector BPI Portfolio Review: 22 October 2025
Patients paid off as there was action this week in the sectors market. Materials dipped to a 30% bullish level so I added shares of VAW to each of the three Sector BPI portfolios of which Franklin is one. Not showing up in the first screenshot is the addition of another two shares of SHV […]
Darwin Portfolio Review: 17 October 2025
For readers that may have been wondering why they haven’t seen a review from me in a couple of weeks I apologize. I purchased a new computer two weeks ago and tried to move all my files to the new computer – but something went badly wrong and, even though the files were backed up/syncronized […]
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