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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

Einstein Asset Allocation Portfolio Review: 18 October 2024

The investment model used by the Einstein takes me back to the 1960s when I was first learning about investing.  The no-profit foundation I was part of for over 30 years used these same principles of Asset Allocation (AA).  This AA investment model is advocated by William Bernstein and Richard Ferri, to name just two authors who are stanch advocates of this system to build wealth. The Einstein … [Read More...]

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Bullish Percent Indicators: 16 June 2023

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Bullish Percent Indicators (BPI) for this week will bring changes in a few Sector BPI Plus portfolios as the Industrial sector moved into the overbought zone.  A Trailing Stop Loss Order is called for if you are holding either VIS or IYJ in the … [Read more]

Kepler Portfolio Review: 15 June 2023

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Kepler is the portfolio up for review this morning and major changes are in the making as readers will see in a moment.  I'm reworking the Investment Quiver for both the Kepler and Einstein in hopes of improving the return for the risk taken.  The … [Read more]

Kepler Portfolio Review: 12 June 2023

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Kepler is one of the few portfolios scheduled for review this week.  When a portfolio ranks at the bottom of the list when it comes to the return/risk ratio, it is time to make a change.  Readers will see the investment quiver shrink to a few basic … [Read more]

Bullish Percent Indicators: 9 June 2023

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Bullish Percent Indicator (BPI) data for the past week shows positive increases in nearly all the major indexes.  As for the individual sectors, Utilities is still recommended as a Buy as the BPI continues to rest on the 30% bullish mark. Index … [Read more]

Pay Attention to Fees: 8 June 2023

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While I've written about management fees in prior blogs, it is useful to think about them again as fees can easily leave an "endowment" on the doorstep of an active manager.  A few readers will remember load funds where the cost to gain access to a … [Read more]

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