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Pauling Asset Allocation Portfolio Review: 9 September 2026

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [Read More...]

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To register as a Guest, click on this link and fill our the short form.  Please place ITA in front of your user name so I know you are not a Spam registrant. ITA Wealth Management is now free to all readers who register as a Guest.  After registering, wait at least 24 hours so I can elevate you from the Guest level to the Platinum level.  Many of the blog posts are available without any … [Read More]

Portfolio Management

Hawking Portfolio Review: 2 June 2023

The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it's lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings look like this (apologies for the lack of Descriptive names - but Yahoo is not returning this information at the present time): This means that I have … [Read More...]

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Huygens Portfolio Review: 3 June 2026

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Huygens is the portfolio up for review this morning.  Before getting into the portfolio update here are three important measurements to use as references or indicators as to future market movement.  We know the Shiller CAPE and Buffett Indicator are … [Read more]

Kepler Portfolio Review: 27 May 2006

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Kepler is the portfolio up for review this morning.  Over the last few months I've adjust the asset allocation in preparation for a stock market correction - or worse.  One clue is to pay attention to the bond market as it is many times larger than … [Read more]

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Portfolios coming up for review.  Pauling, Carson, and Kepler are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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