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Bethe Portfolio Update: 22 October 2026

The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post.  One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio.  VTIP and VTI are still well below the "in balance" percentages.  Since … [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

Carson Sector BPI Portfolio Review: 19 March 2025

There was snow on the ground when the Carson was last reviewed.  Now here we are in the Spring of 2025 and it is time to update this Sector BPI portfolio.  In this volatile market we are testing the proposition that sectors that hit the oversold zone will rebound faster than the broad market as measured by the S&P 500 (SPY).  At least that is the idea.  Since beginning this approach the model … [Read More...]

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Huygens Income Portfolio Review: 5 June 2023

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Over the next few months watch for possible changes in how the Huygens is managed.  I'm less than impressed with the income approach, particularly as there are signs U.S. Equities may be ready for a positive run.  This particular portfolio is housed … [Read more]

Darwin Portfolio Review: 2 June 2023

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The Darwin Portfolio is an "All-Weather" portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large "jumps" correspond to periodic allocation adjustments to risk parity … [Read more]

Hawking Portfolio Review: 2 June 2023

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The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it's lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings … [Read more]

Bullish Percent Indicators: 2 June 2023

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Friday's strong market turned out to be a positive injection for the U.S. Equities market.  International ETFs benefited as well.  This reaction to the debt limit solution is reflected in the first screenshot below.  What is somewhat surprising is … [Read more]

Schrodinger Portfolio Review: 1 June 2023

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The Schrodinger is an excellent portfolio to lead off June as it is a "no decision" portfolio designed for investors who have no interest in the workings of the stock market.  Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor … [Read more]

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