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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

Rutherford-Darwin Portfolio Review: 14 February 2025

It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish uptrend channel so we will watch to see where we might go from here. In terms of relative performance, US equities did not outperform international … [Read More...]

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Bullish Percent Indicators: 25 August 2023

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Before beginning the BPI blogs I attempt to intuit the direction of the X and O side of the following tables.  When the stock market rebounded Friday I assumed we might see a few more X's show up, particularly within the sectors.  Not so as only two … [Read more]

Huygens Portfolio Review: 25 August 2023

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Huygens is the portfolio scheduled for review this morning and there are a few changes in the works.  To keep up with the S&P 500 I am moving this portfolio toward an equity bias.  In other words, I'm building up shares in VOO, SPY, VTI, and … [Read more]

Pauling Portfolio Review: 24 August 2023

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From its early days as a Dual Momentum™ portfolio the Pauling struggled to perform as expected.  Without going into detailed analysis this may be one of those portfolios that was launched when the market declined and new money was added at high … [Read more]

Millikan Portfolio Review: 23 August 2023

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Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More time and history is needed to … [Read more]

Kepler Portfolio Review: 22 August 2023

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Carson was the portfolio up for review this morning, but the owner withdrew cash and I don't want to review the portfolio until that transaction is complete.  Therefore, I am moving the Kepler up one day for this update.  The market opened mixed this … [Read more]

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Portfolios coming up for review.  Pauling, Einstein, and Carson 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.

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