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Einstein Portfolio Update: 14 July 2026

What to do with a poor performing portfolio?  Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target.  Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down.  It … [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

Copernicus Update: 11 December 2023

Next to the Schrodinger portfolio the Copernicus is the easiest to manage.  In addition, the Copernicus is the top performer so that tells us something.  Keep it simple.  With the Schrodinger, all one does is electronically transfer money from a checking account into the broker, Schwab in the case of the Schrodinger, and let their computer manage the money.  With the Copernicus, I make the buy … [Read More...]

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Bullish Percent Indicators: 10 November 2023

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Based on Bullish Percent Indicator data the broad U.S. Equities market improved slightly this week.  All the broad indexes increased slightly with exception of the Dow Jones Transportation Average (DJTA) which remained even.  In general, the sectors … [Read more]

Carson Portfolio Review: 8 November 2023

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Carson is the oldest ITA portfolio using the Sector BPI Plus investing model and as such will include more performance details in the following review.  Two sectors remain in the oversold zone and they are:  Materials (VAW) and Staples (VDC).  Both … [Read more]

Improving the Sector BPI Investing Model

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If you were paying attention to the last screenshot of the Bethe review earlier this morning, you noticed that VTI was a negative contributing factor to portfolio performance while VOO added little to the IRR value.  Only ESGV played an important … [Read more]

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