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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

Millikan Sector BPI Portfolio Review: 29 November 2024

Millikan is the final portfolio to be reviewed in November.  One more month to close out 2024.  Do to a few portfolios launched in late December of 2021, I use 12/31/2021 as the launch date for all ITA portfolios even though a few go back to the 1960s.  I don't have data going back that far as I was using a different program to keep track of performance.  One program was a DOS program if any of … [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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