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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

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: 7 July 2023

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Based on Bullish Percent Indicators (BPI) the equities market this past week was flat to a trivial uptick.  No new instructions for managing Sector BPI portfolios show up this week.  With the prospect of two more 25 basis point increases in the … [Read more]

McClintock Portfolio Review: 7 July 2023

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McClintock is the portfolio up for review this morning.  Managed as a Dual Momentum portfolio in the past, I am making a few adjustments such as increasing the number of assets the portfolio can hold at any one time.  This change should reduce … [Read more]

Bohr Portfolio Update: 3 July 2023

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Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the … [Read more]

Schrodinger Portfolio Update: 3 July 2023

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The Schrodinger is an Intelligent Portfolio based at Schwab.  At least this is how Schwab identifies portfolios managed by computer.  I think of this investing style as Robo Advisor portfolios.  Regardless, this type of investment is as easy as it … [Read more]

Sector BPI Update: 30 June 2023

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This past week I posted Internal Rate of Return (IRR) data for the combined performance of sectors used in the four Sector BPI Plus portfolios tracked here at ITA.  Publishing only IRR data, while truthful, can be misleading when securities are held … [Read more]

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