ITA Wealth Management

Recent Blog Entry

Darwin Portfolio Review: 22 September, 2026

As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [Read More...]

Membership

ITA Membership

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

Schrodinger Portfolio Review: 5 June 2025

  Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance.  Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab.  All the owner needs to do is save and sit back and let the market do its work.  All I do is keep the transactions updated and that is what is going on this morning with this review.  Since … [Read More...]

More Posts from this Category

Categories

Blog Archives

Copernicus Portfolio Update: 25 October 2023

By

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

By

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

By

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]

Pauling In Transition: 23 October 2023

By

The Pauling portfolio will be joining the Sector BPI Plus investing model group by the end of this month.  This review will explain the transition process which is nothing more than adding eleven sector ETFs to the four existing U.S. Equity … [Read more]

Kepler Portfolio Transition: 21 October 2023

By

  As promised this Kepler review begins the transition from the Relative Strength model to the Sector BPI Plus model.  I've simplified the Investment Quiver as readers will see in a moment. The Investment Account Manager (IAM) only holds end … [Read more]

Popular Posts

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts