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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

Pauling Asset Allocation Portfolio Update: 28 September 2024

Six months ago I altered the Pauling portfolio investing model.  It now operates using the principles of Asset Allocation.  When moving from one investing style to the Asset Allocation it takes time to bring the various asset classes into balance if one does not want to sell securities that are over subscribed.  The Pauling is slowly coming into balance as readers will see in the following … [Read More...]

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Huygens Portfolio Review: 17 July 2023

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In the process of reviewing the Huygens there are a few significant items to bring to readers attention.  I'm gradually shifting the income model over to a growth model.  This may take a few months as I don't want to sell off the CEFs at a … [Read more]

Bullish Percent Indicators: 14 July 2023

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Investors employing the Sector BPI Plus model will find useful information in the follow Bullish Percent Indicator data.  Looking at the index information we see a U.S. stock market driven by large-cap stocks.  Small- and mid-cap stocks are … [Read more]

Bethe Portfolio Update: 13 July 2023

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In addition to updating the Bethe portfolio, this account is undergoing significant changes.  Simplification of the holdings is coming with the hopes of reducing portfolio churning while increasing the return/risk ratio.  Numerous limit orders are in … [Read more]

Pauling Portfolio Review: 12 July 2023

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While the Pauling was not scheduled for review today, the large percentage of cash in the portfolio required some attention.  This portfolio is either the poorest or next to the poorest performer of all the ITA portfolios.  That is another reason to … [Read more]

Copernicus Portfolio Review: 11 July 2023

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Now that we are well into July and all second quarter dividends are reported, it is time to update the ITA portfolios and record those dividends.  Dividends are in short supply for the Copernicus as this is a growth oriented portfolio, not an income … [Read more]

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