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Bethe Portfolio Update: 22 October 2026

The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post.  One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio.  VTIP and VTI are still well below the "in balance" percentages.  Since … [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 – 10 January 2025

I will start this post with my usual weekly look at US Equity markets through the eyes of the S&P 500 Index (SPX): where we see that, after starting the week strongly on Monday, the markets deteriorated badly going into the end of the week. We are now sitting on that neckline support/resistance line that we have been watching for the past few weeks. In fact, we closed slightly below the … [Read More...]

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Schrodinger Portfolio Review: 28 August 2023

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Schrodinger is the passively managed portfolio up for review this morning.  As a Robo Advisor or computer managed portfolio the owner of this portfolio does nothing except save or withdrawal from the account.  On rare occasions the Stock/Bond ratio … [Read more]

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]

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