ITA Wealth Management

Recent Blog Entry

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...]

Membership

ITA Membership

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

Einstein Sector BPI Portfolio Review: 8 November 2023

Einstein is one of several portfolios recently converted or moved to the Sector BPI Plus investing model.  This is an early review of the Einstein as I'm updating portfolios before the 33-Day rotation schedule as I want to be sure the oversold sectors are fully populated and Trailing Stop Loss Orders (TSLOs) are set for the broad U.S. Equities ETFs such as VTI, VOO, and ESGV. Energy is overbought … [Read More...]

More Posts from this Category

Categories

Blog Archives

Franklin Sector BPI Plus Review: 26 April 2023

By

Franklin is the Sector BPI portfolio scheduled for review this morning and each time I update one of these portfolios a new wrinkle comes to the fore.  This review required a special decision since Telecom (VOX) moved into the oversold zone and there … [Read more]

Einstein Portfolio Review: 24 April 2023

By

Einstein, one of two Relative Strength investing models tracked here on ITA, is up for review this morning.  Nearly 60% of the portfolio is in cash so decisions as to what to do with this large amount is on the table.  I'm not in a hurry to invest in … [Read more]

Bullish Percent Indicators: 21 April 2023

By

Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities.  Several Sector BPI Plus portfolios are up for review this week so I'll be alert to any changes that might occur within the Sector BPI … [Read more]

Gauss Portfolio Update: 19 April 2023

By

The Gauss Portfolio is one of four Sector BPI portfolios or what might be better classified as a Sector BPI Plus portfolio as I've added two layers of ETFs in order to patch a potential weakness in the original Sector BPI hypothesis.  More on this … [Read more]

Popular Posts

General Investment News

Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts