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Bethe Portfolio Redesigned: 9 July 2026

Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix.  What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial Repression. Using ChatGPT I made the following request to create a specific portfolio.  … [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]

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Copernicus Portfolio Review: 7 June 2023

Portfolios fall into two major categories, actively managed or passively managed.  The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities.  Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency.  Over the past 17 months the Copernicus has been the top performing portfolio of all tracked here at ITA. Copernicus Investment … [Read More...]

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Gauss Portfolio Update: 19 March 2023

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Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don't know how many readers are using the different models … [Read more]

Bullish Percent Indicators: 18 March 2023

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This week the Bullish Percent Indicators produce interesting information as well as several anomalies.  If you are an investor interested or already using the Sector BPI model, there is new information for readers. Index BPI Friday's market action … [Read more]

Franklin Portfolio Review: 16 March 2023

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Franklin is one of four Sector BPI portfolios tracked here at ITA.  This is a unique investment model not found elsewhere to my knowledge.  If you are following the Sector BPI method the other three portfolios are:  Carson, Gauss, and Millikan. What … [Read more]

Huygens Portfolio Review: 15 March 2023

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Even though CEFs have taken quite a hit recently, the Huygens continues to outperform the S&P 500 and when last updated ranked in the top quartile of the 15 portfolios tracked here at ITA.  How is the portfolio surviving in this volatile market?  … [Read more]

Schrodinger Portfolio Review: 15 March 2023

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One of two reference portfolios is the Schrodinger.  The other is the Copernicus.  Were one to lose all spreadsheets and access to databases, these two different investing models would survive and serve the investor quite well.  As for the term … [Read more]

Millikan Portfolio Update: 14 March 2023

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While the Millikan portfolio is the one I'll review this morning, this blog post goes into more detail with respect to Bullish Percent Indication graphs and Point and Figure (PnF) graphs for individual sector ETFs.  There may be some confusion and I … [Read more]

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Portfolios coming up for review.  Millikan, Huygens, 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.

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