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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

Carson Sector BPI Portfolio Review: 18 July 2025

Carson is the oldest Sector BPI portfolio or the one providing the best information as to how well this investing model works.  As yet I have not seen another website using this investing model.  If ITA readers ever spot something similar, pass the link or pertinent information along. Carson Security Holdings Health was sold out of the Carson as this sector dropped from 75.41% bullish down to … [Read More...]

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Einstein Portfolio Review: 25 July 2023

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Einstein is the growth portfolio up for review this morning.  I noticed that the description and yield data is not coming in from either Yahoo or Tiingo so the ITA file is once more not working properly.  Therefore, I'll skip directly to the security … [Read more]

Pauling Portfolio Review: 24 July 2023

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Pauling is the portfolio scheduled for an update this morning.  Readers will note the limited number of options as this investment model is very similar to the Dual Momentum™ model.  Yes, there is plenty of overlap among the equity offerings so the … [Read more]

Franklin Portfolio Review: 21 July 2023

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Normally I hold off reviewing portfolios until we are an hour or so into a business or trading day.  Instead I selected the Franklin as a good example to follow up on the Bullish Percent Indicator data published earlier this morning.  When I last … [Read more]

Bullish Percent Indicators: 21 July 2023

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While the broad U.S. Equities market (NYSE and NASDAQ) rose slightly this week, four tech stocks reversed the bullish trend in the NASDAQ 100.  There were also a few changes in sectors of the market and I'll get into that in a moment.  Overall, the … [Read more]

Bohr Portfolio Review: 21 July 2023

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Bohr is the scheduled portfolio up for review this morning, and like the Bethe, it is in a state of flux as I'm shifting toward a growth oriented portfolio.  The goal is to move the return performance closer to that achieved by the Copernicus and … [Read more]

Millikan Sector BPI Update: 20 July 2023

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Millikan is the Sector BPI portfolio up for review this morning and the strong equities market is providing a boost to this portfolio.  As a relatively new investing model the Sector BPI approach is still operating under the microscope.  Consider … [Read more]

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