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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

Gauss Sector BPI Portfolio Update: 7 October 2024

Since the last update of the Gauss shares of VDC and VCR were sold out of the portfolio as the 3% Trailing Stop Loss Orders were struck.  This leaves VIS, a shard holding, and VDE, the energy sector that took a huge leap up this past week. The sale of VCR and VDC results in a significant amount of cash in the portfolio.  Since no sectors are currently oversold the cash needs to be invested in VTI … [Read More...]

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McClintock Portfolio Review: 13 October 2023

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McClintock is one of several Relative Strength portfolios where a limited number of ETFs form the investment quiver.  The security options focus on U.S. Equities, Developed International Equities, Emerging Market Equities, and Bonds.  The Kipling … [Read more]

Bullish Percent Indicators: 13 October 2023

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Based on Bullish Percent Indicator data this past week was a good week for U.S. Equities.  I would not classify it as excellent, but at least there were positive moves in all the major indexes and one sector (Materials) moved out of the oversold … [Read more]

Gauss Portfolio Review: 10 October 2023

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Gauss is one of six Sector BPI Plus portfolios managed here at ITA.  Recent additions to this investing model are:  Bohr and Bethe.  Since the beginning of this year the Gauss reversed the Jensen trend from negative to positive and it continues to … [Read more]

Schrodinger Portfolio Update: 6 October 2023

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Yesterday I received notification from Schwab that the Intelligent Portfolio had been rebalanced.  Since this is a rather infrequent event I decided to update the Schrodinger to see what changes occurred.  There are a number changes and one would … [Read more]

Einstein Portfolio Review: 6 October 2023

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The Einstein portfolio is one of five Relative Strength portfolios tracked here at ITA.  There are some differences in the settings of the different portfolios which influence decisions.  For example, with the Einstein I am taking the long view in … [Read more]

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