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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

Schrodinger Portfolio Review: 1 March 2024

Schrodinger is a "do nothing" portfolio in the sense that it is on automatic pilot after it is set up with Schwab.  This portfolio is managed by computer and is built around the principle of Asset Allocation, a long standing investing model designed for diversification.  Schwab calls these portfolios, "Intelligent Portfolios." The Schrodinger stock/bond ratio is 80/20.  Bond is defined as the … [Read More...]

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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]

Schrodinger Portfolio Review: 4 May 2023

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It is rare for the Schwab computer to rebalance the Schrodinger portfolio, but that is exactly what happened last month.  Go to this link and toggle back and forth between this morning's investment quiver and last month to see the difference.  The … [Read more]

Copernicus Portfolio Review: 3 May 2023

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Based on yesterday's market decline, today seemed like a good time to check in on the Copernicus as this portfolio is constructed only of U.S. Equities.  The philosophy behind the Copernicus is to save and invest.  Never sell unless there is an … [Read more]

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Portfolios coming up for review.  Copernicus, Gauss, and Millikan 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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