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Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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

Pauling Asset Allocation Portfolio Review: 16 September 2025

Pauling is another "easy to manage" asset allocation portfolio.  All asset classes have yet to be fully populated.  That should take place over the next three to six months.  I am still waiting to see what the FEDs do with interest rates and how tariffs impact the U.S. economy. Here in the Northwest regular gas spiked 50 cents a gallon in just a few days.  It is now running over $4.00 a gallon … [Read More...]

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Schrodinger Portfolio Review: 1 December 2023

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Are you looking for a portfolio that requires no decisions?  If so, the Schrodinger is for you.  This portfolio was initially set up to answer the question - "Who Will Manage the Family Portfolio When I Die?  The following analysis of this Robo … [Read more]

Pauling Checkup: 30 November 2023

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As one of the poorest performing portfolios, based on Internal Rate of Return (IRR) data, we need to rely on trends to see if the Pauling is improving since the switch was made to the Sector BPI investing model.  Keep in mind the Pauling has only … [Read more]

Kepler Portfolio Review: 29 November 2023

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Kepler is the portfolio up for review today.  Before moving into the analysis, let me explain a mistake I made in purchasing a number of ETFs I mistakenly thought were equal-weight ETFs when in fact they are cap-weighted.  The ETFs in question are … [Read more]

Sector BPI Portfolio Report: 27 November 2023

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For some reason I keep thinking the Sector BPI model is close to two years old.  In fact, the Carson Sector BPI model was launched a little over a year ago.  A number of ITA portfolios held shares in Real Estate (VNQ) nearly from the very first day … [Read more]

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