With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine. Suppose you are interested in Sector BPI investing information. First, there are three portfolios managed using this investment strategy … [Read More...]
Darwin 2026 Portfolio Review: 15 May 2026
Yet another week with new all-time highs in the US Equity markets: After breaking through the potential resistance level of ~7400 on Wednesday, Thursday saw a strong move to the 7500 level where it hit new resistance at this phsychologically … [Read more]
Schrodinger Portfolio Review: 15 May 2026
Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I'm not going to quibble as the performance … [Read more]
Kepler Portfolio Update: 13 May 2026
Kepler is scheduled for a review later this month, but I moved it up as I am making a few changes. One change occurred this morning as I sold all shares of SHV (expense ratio of 15 basis points) and replaced it with shares of SCHO (expense ratio of … [Read more]
Franklin Sector BPI Portfolio Review: 12 May 2026
Franklin is one of three Sector BPI portfolios tracked here at ITA Wealth Management. This investing model is not likely to be available elsewhere on the Internet so pay close attention. Of the portfolios that are likely to withstand a recession as … [Read more]
Darwin 2026 Portfolio Review: 8 May 2026
Another bullish week in the US Equity markets with the SPX (S&P 500 Index) again making new all-time highs: Prices closed at ~7400 (50% Fibonacci extension from the March Pivot low) that I had identified last week as the next potential area of … [Read more]
Bethe Portfolio Review: 8 May 2026
Bethe is another portfolio built around the idea Financial Repression is in the future and needs to be faced and taken into account through portfolio construction. In the second screenshot you will see the current portfolio beta is very low. This … [Read more]
Bohr Portfolio Review: 7 May 2026
As with several other portfolios I don't intent to be fully invest in all asset classes other than SCHO. Instead of holding cash in a money market I move cash into short-term treasuries (SCHO) where the current interest rate is 4.0%. As dividends … [Read more]
Millikan Asset Allocation Portfolio: 6 May 2026
Millikan is the asset allocation portfolio up for review this morning and it is undergoing a few changes. The new allocation of assets is designed to further diversify the portfolio, provide additional resistance to a possible recession, and to … [Read more]
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