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Einstein Portfolio Review: 3 September 2026

Einstein is entering its fourth month operating under a new asset allocation mix of ETFs.  The revised allocation is designed to withstand a major equity draw-down.  Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July:  Gain of 1.54 percent (1.54%) August:  Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [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 Sector BPI Portfolio Update: 3 January 2024

Jeffrey Pine atop Sentinel Dome in Yosemite National Park - circa 1972 from scanned slide.  This tree died in the late 1970s. While it is early to update the Gauss, I received numerous notices today that shares of several sector ETFs hit their TSLO strike prices.  Shares of VAW and VCR were sold out of the Gauss. This portfolio has now been operating using the Sector BPI model for 13 months and … [Read More...]

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Gauss Sector BPI Portfolio Review: 17 May 2023

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Gauss is the Sector BPI portfolio I am moving forward for a review in preparation should the U.S. default on its debt.  While there is progress, a clean debt limit increase seems unlikely. In this review of the Gauss I'll explain a few minor changes … [Read more]

Kepler Review: 16 May 2023

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Kepler is one of two Relative Strength portfolio tracked here at ITA.  The other is the Einstein.  Kepler currently holds considerable cash and with the imminent debt default close at hand I want to reduce portfolio risk.  In this analysis I'll walk … [Read more]

McClintock Portfolio Review: 13 May 2023

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McClintock, one of two Dual Momentum™ portfolios remains under close scrutiny.  I'm paying close attention to return vs. benchmark and what kind of risk is involved to achieve the return.  I assume most readers are familiar with the DM investing … [Read more]

Hawking Portfolio Review: 12 May 2023

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The Hawking Portfolio is essentially a Buy-And-Hold "Income" Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the … [Read more]

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