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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 Portfolio Review: 28 April 2025

  Gauss is one of the simplified Asset Allocation portfolios in that only four ETFs are used.  SHV is used as a holding basket when cash becomes available.  Due to the chaotic market I set TSLOs under VOO and SCHG as I assume the current administration will make several mistakes that will have a negative impact on both U.S. and International markets.  The Gauss may end up holding shares in … [Read More...]

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Bullish Percent Indicators: 18 August 2023

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The dog days of summer are at work when it comes to U.S. Equities as we observe another down week for stocks.  All the major indexes declined in the number of bullish stocks and we are getting close to a buy in one sector.  More on this later. This … [Read more]

Bohr Portfolio Review: 16 August 2023

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Bohr is a portfolio in transition as I am shifting toward the Sector BPI Plus investing model.  It will take time as the Closed-End-Funds are set to sell using limit orders and it might be weeks before they reach the limit price.  Should any of the … [Read more]

Einstein Portfolio Review: 15 August 2023

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Here we are in the middle of August and summer is "shouting" at Portland residents.  It is unusual to experience multiple days of 100+ temperatures, but that is where we are this week. Einstein is the portfolio up for review and few changes are … [Read more]

Schrodinger Portfolio Review: 11 August 2023

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Since the Schrodinger is computer managed and therefore on "automatic pilot" as far as the owner is concerned, updating this portfolio can occur at anytime.  Now that we are close to the middle of August, I want to bring all portfolios last updated … [Read more]

Bullish Percent Indicators: 11 August 2023

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There are few surprises within the Bullish Percent Indicators this week.  If your intuition is telling you this was not a particularly good week for stocks, you are correct.  Large-cap stocks held up rather well as you can see from the two Dow … [Read more]

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