On 24 March I added the following comment to my Portfolio Hedging Post of 20 March (https://itawealth.com/portfolio-hedging/): "With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread … [Read More...]
Schrodinger Portfolio Review: 16 May 2025
Since the last review Schwab made a number of changes in the Schrodinger. It is rare for such changes. I suspect Schwab performed some tax harvesting. One change was to add a municipal bond ETF, SCMB. The percentage is so small it will not have … [Read more]
Huygens Portfolio Review: 13 May 2025
Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model. The other is the computer managed Schrodinger or Schwab's Intelligent Portfolio. Over the past month the Huygens lost a bit of ground to its benchmark, the … [Read more]
Bohr Portfolio Review: 6 May 2025
Bohr is a portfolio of moderate size managed using a few equity oriented ETFs. As with the Kepler, Einstein and a few other portfolios, this account is following a similar conservative approach due to all the uncertainties surrounding the … [Read more]
Copernicus Portfolio Review: 5 May 2025
As I write this blog the U.S. Stock Market is attempting to regain early Monday losses. As long-time reader know, the Copernicus is an equities only portfolio. The management model is to save and purchase S&P 500 ETFs. Based on the current … [Read more]
Bullish Percent Indicators: 2 May 2025
Market action over the past few days has been sufficient to push ITA portfolios to a higher level than they were on March 31, 2025. This recent push only elevates the Buffett Indicator and Shiller PE Ratio. Index BPI All indexes are currently … [Read more]
Buffett Indicator & Shiller PE Ratio
Canyonland National Park Over the last few weeks I've been setting Trailing Stop Loss Orders (TSLOs) for VTI, VOO, and SCHG when portfolios holding these securities come up for review. The tariff wars are causing market uncertainty, but tariffs are … [Read more]
Millikan Portfolio Review: 1 May 2025
Headline news this morning - "Trump's tariffs have left businesses in a 'state of near paralysis'." Advanced planning is nearly impossible do to an erratic administration that is in the hands of one person. A person who was not even able to make … [Read more]
McClintock Sector BPI Portfolio Review: 29 April 2025
McClintock is one of three portfolios managed using the Sector BPI model. The other two are the Carson and Franklin, named after Rachel and Rosalind respectively. During the recent market declines numerous sectors dropped into the oversold zone. … [Read more]
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