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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

Rutherford Portfolio Review (Tranche 1): 17 February 2023

My apologies for not posting a Tranche 5 review last week but adjustments were made as reported below. Now that I am back from my travels, with reliable internet connections,  I will get back to my regular posting schedules. US equities closed relatively unchanged from last week's close and are still sitting at the center of an uptrend channel that began in October 2022: From here we still have … [Read More...]

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Gauss Sector BPI Portfolio Review: 17 May 2023

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Gauss is the Sector BPI portfolio I am moving forward for a review in preparation should the U.S. default on its debt.  While there is progress, a clean debt limit increase seems unlikely. In this review of the Gauss I'll explain a few minor changes … [Read more]

Kepler Review: 16 May 2023

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Kepler is one of two Relative Strength portfolio tracked here at ITA.  The other is the Einstein.  Kepler currently holds considerable cash and with the imminent debt default close at hand I want to reduce portfolio risk.  In this analysis I'll walk … [Read more]

McClintock Portfolio Review: 13 May 2023

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McClintock, one of two Dual Momentum™ portfolios remains under close scrutiny.  I'm paying close attention to return vs. benchmark and what kind of risk is involved to achieve the return.  I assume most readers are familiar with the DM investing … [Read more]

Hawking Portfolio Review: 12 May 2023

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The Hawking Portfolio is essentially a Buy-And-Hold "Income" Portfolio built from Closed-End-Funds. Normally. the only actions required are to re-invest dividends into the Funds so as to maximize the benefits of compounding. At present, the … [Read more]

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