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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [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

Gauss Portfolio Update: 19 March 2023

Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don't know how many readers are using the different models tracked here at ITA, I suspect most are applying the Schrodinger, Copernicus or one of the Dual Momentum™ models as those are the easiest to implement. If … [Read More...]

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Darwin Portfolio Review: 7 July 2023

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The Darwin Portfolio is an "all-weather" portfolio that requires few adjustments, based on risk parity, only when allocations get significantly out-of-line. The portfolio holds only 5 assets that may be adjusted for risk parity with an allocation to … [Read more]

Bullish Percent Indicators: 7 July 2023

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Based on Bullish Percent Indicators (BPI) the equities market this past week was flat to a trivial uptick.  No new instructions for managing Sector BPI portfolios show up this week.  With the prospect of two more 25 basis point increases in the … [Read more]

McClintock Portfolio Review: 7 July 2023

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McClintock is the portfolio up for review this morning.  Managed as a Dual Momentum portfolio in the past, I am making a few adjustments such as increasing the number of assets the portfolio can hold at any one time.  This change should reduce … [Read more]

Bohr Portfolio Update: 3 July 2023

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Now that the second quarter is history, portfolios lagging in performance are under scrutiny.  The Bohr is one such portfolio.  With all the positive signals emanating from the Sector BPI investing model. with permission from the owner, I am in the … [Read more]

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