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Bohr Portfolio Update: 28 October 2026

Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification.  In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market.  One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury ETFs. With the Bohr I am using VEA and VWO for international exposure instead of … [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

Rutherford Portfolio Review (Tranche 1): 17 November 2023

After Tuesday's strong breakout to the upside, US Equities calmed down into consolidation mode but ended the week up ~2.5% from last week's close: I think we can say that we have broken out of the downtrend channel that we have experienced over the past 3 months and may be gearing up for Santa's rally into the end of the year.  However, the new channel looks a little steep right now so we might … [Read More...]

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Bullish Percent Indicators: 12 January 2024

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This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call … [Read more]

Schrodinger Portfolio Review: 8 January 2024

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Schrodinger is an excellent portfolio to review on a Monday as no decisions are required.  As long-time readers know, the Schrodinger is an Intelligent Portfolio managed by computer algorithms at Schwab.  These portfolios are sometimes known as Robo … [Read more]

Bullish Percent Indicator Data: 5 January 2024

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The following two data tables provide or inform us as to the weakness in U.S. Equities.  While there are still plenty of overbought indexes and sectors, the direction this past week was down. Check the center footer to see what portfolios are coming … [Read more]

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