ITA Wealth Management

Recent Blog Entry

Darwin Portfolio Review: 22 September, 2026

As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [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

McClintock Portfolio Review: 1 August 2023

McClintock is the portfolio scheduled for review as we open up August.  Think of this data current as of July 31 rather than August 1st.  Over the past year I've consolidated the number of ETF options from nearly 40 down to ten.  From the ten I prefer to invest in only five (5) at any given time.  Since it is so difficult to outperform the S&P 500 (SPY) I've set the McClintock up so the … [Read More...]

More Posts from this Category

Categories

Blog Archives

Bohr Portfolio Review: 12 May 2023

By

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

By

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

By

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

By

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

By

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]

Popular Posts

General Investment News

Portfolios coming up for review.  Huygens, Kepler, McClintock and Bethe 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