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Einstein Portfolio Review: 3 September 2026

Einstein is entering its fourth month operating under a new asset allocation mix of ETFs.  The revised allocation is designed to withstand a major equity draw-down.  Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July:  Gain of 1.54 percent (1.54%) August:  Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [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]

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Bethe Portfolio Update: 5 August 2026

Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession.  The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few shares of BIL and set a limit order to purchase more shares of Real Estate (VNQ).  Limit orders are generally set around 5% below the current … [Read More...]

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Bullish Percent Indicators: 27 October 2023

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Based on Bullish Percent Indicator data, we are in a bear market.  This despite a GDP growth rate of 4.9% in the third quarter.  Those of you managing a portfolio using the Sector BPI Plus model will find many opportunities this week as eight of the … [Read more]

Copernicus Portfolio Update: 25 October 2023

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Of all the portfolios tracked here on the ITA blog, Copernicus is the easiest to manage, next to the Schrodinger.  With the Schrodinger I do nothing except track the results as that portfolio is managed by a computer algorithm at Schwab.  The … [Read more]

Bethe Portfolio Review: 24 October 2023

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A Bullish Percent Indicator (BPI) check this morning revealed two more sectors joined the oversold group.  They are:  Health and Industrial with Technology (VGT) rapping on the door to be let into the oversold group.  If Technology is included we … [Read more]

Huygens Portfolio Review: 23 October 2023

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Huygens is another portfolio in transition to the Sector BPI model.  The plan is to have all these moves well in the process by November 1.  The goal is to simplify the investment quiver as much as possible. Here are a two things I am looking for in … [Read more]

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