Kepler is the portfolio scheduled for an update this morning. The major decision at this point is how to best bring the various asset classes closer to the target percentages. Within the last few days shares of SCHO and SGOV were added to the Kepler. VTI is the ETF most out of balance, but I am holding off adding more shares as this security is likely to see a major correction sometime over the … [Read More...]
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 … [Read more]
Darwin 2026 Portfolio Review: 8 May 2026
Another bullish week in the US Equity markets with the SPX (S&P 500 Index) again making new all-time highs: Prices closed at ~7400 (50% Fibonacci extension from the March Pivot low) that I had identified last week as the next potential area of … [Read more]
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 … [Read more]
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 … [Read more]
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 … [Read more]
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 … [Read more]
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) … [Read more]
Financial Repression Portfolio: Part V
Over the last few days I've concentrated on what impact Financial Repression is likely to have on portfolios invested in the U.S. Equities and Bond markets. The outlook over the next decade is highly unlikely to continue the long bull market … [Read more]
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