ITA Wealth Management

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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

Rutherford Portfolio Review (Tranche 1): 12 January 2024

This may be the last time that you will see my usual chart of the SPX (S&P 500 Index) since my broker is kicking me off my preferred platform for analysis (ThinkOrSwim) and migrating my account to a new platform (that I haven't yet been able to assess). In the past week we got a bounce from last week's pullback and recovered to again test resistance at ~4800 - but were unable to close above … [Read More...]

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Gauss Sector BPI Portfolio Review: 25 May 2023

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Gauss portfolio, one of four Sector BPI accounts, is up for review this morning.  The primary reason for this update is due to the Real Estate sector moving into the Buy zone.  Based on yesterday's data, Real Estate dipped further into the Buy zone … [Read more]

Einstein Portfolio Review: 25 May 2023

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Einstein is the Relative Security or Relative Momentum portfolio up for review this morning.  For those using the Kipling spreadsheet, Yahoo changed something so the descriptions are not coming through.  The prices for the Einstein are current … [Read more]

Schrodinger Portfolio Review: 22 May 2023

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Schrodinger is a small test portfolio I started for a friend a number of years ago to answer the question, "Who will manage the family portfolio when I die?"  It is not unusual for one member of a family to handle the finances - at least the … [Read more]

Tweaking Sector BPI Plus Model: 20 May 2023

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Second to the Copernicus investing model, the Sector BPI Plus model ranks highest based on performance or Internal Rate of Return (IRR).  When last reported, the Carson carried the least amount of risk and the other Sector BPI portfolios were not far … [Read more]

Bullish Percent Indicators: 19 May 2023

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Weeks go by before the Bullish Percent Indicator (BPI) data tables indicate new useful information.  This is most likely one of those weeks unless one already holds Technology in the portfolio.  More on this later. For new readers, we use BPI to … [Read more]

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