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Einstein Portfolio Update: 14 July 2026

What to do with a poor performing portfolio?  Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target.  Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down.  It … [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

Franklin Sector BPI Portfolio Review: 2 October 2023

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government remaining open for business.  Instead, the market opened down.  Interest rates are still high and the budget still needs to go through the same sieve … [Read More...]

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Bullish Percent Indicators: 12 May 2023

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ITA members testing the Sector BPI investing model will want to check out this blog post as there are both Buy and Sell signals generated this week.  For many of you, this does not come as breaking news as these signals are similar to what they were … [Read more]

Bohr Portfolio Review: 12 May 2023

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Before proceeding with the Bohr portfolio review, Lifetime readers need to know we have a replacement for the ITA file.  Harry Stevens cleaned up the existing problem.  Check the Forum for more information.  Lifetime members also received an e-mail … [Read more]

Darwin Portfolio Review: 5 May 2023

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Adjustments to the Darwin Portfolio are not rigorously scheduled since they are designed to maintain Risk Parity, are usually minor, and I prefer to keep trading costs to a minimum. Here's how the Portfolio has performed since I changed to a 3% per … [Read more]

Portfolio Performance Comparisons: 5 May 2023

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It has been a month since I last posted portfolio performance data.  Since early April all the portfolios improved slightly, but still retain the effects of a poor equities market in 2022.  The launch date of 1/2/2022 is selected so as to incorporate … [Read more]

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Portfolios coming up for review.  Pauling, Einstein, and Carson are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

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