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Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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

Pauling Asset Allocation Portfolio Update: 8 August 2024

Pauling is the Asset Allocation portfolio up for review this morning.  As one of the poorest performing ITA portfolios over the past two years I made some changes.  The big one is a move to an Asset Allocation model which will reduce my workload.  Now that treasuries, bonds, real estate and international equities play a larger role, I am also adjusting the benchmark.  Instead of using SPY as the … [Read More...]

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Bullish Percent Indicators: 22 September 2023

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Index BPI All seven indexes are bearish after a weak week for U.S. Equities.  For the first time since last March all indexes are below the 50% bullish line.  The question for investors using the Sector BPI Plus model is - did any new sectors drop … [Read more]

McClintock Portfolio Review: 22 September 2023

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ITA Wealth Management blog has been "semi-dead" for a number of days as I've been on a road trip.  Now that I am back, prepare for an unusual number of portfolio reviews in a relative short period of time.  The update of the McClintock is the first.  … [Read more]

Bullish Percent Indicators: 15 September 2023

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While there are a few changes in the Bullish Percent Indicators this week it is unlikely any moves will impact the Sector BPI Plus portfolios.  This assumes all the Buy and Sell orders are already in place. Index BPI The NASDAQ 100 and DJIA moved … [Read more]

Franklin Portfolio Review: 13 September 2023

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Franklin is the Sector BPI Plus portfolio up for review this morning.  No changes are anticipated as the three sectors calling for a Buy are already filled.  Utilities (VPU) is actually over-subscribed.  Cash is limited and I'll explain what I am … [Read more]

Copernicus Portfolio Review: 12 September 2023

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The philosophy behind the Copernicus is two fold.  1) Simplicity of implementation.  2) Utilize the concept of dollar cost averaging. Young investors will find this investing model to their liking as it takes the guess work out of investing.  All … [Read more]

Gauss Portfolio Review: 11 September 2023

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Action is required for not only the Gauss portfolio, but the other Sector BPI Plus portfolios as three sectors are flashing Buy signals.  Those three sectors are:  Consumer Discretionary (VDC), Health (VHT), and Utilities (VPU).  Utilities was … [Read more]

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