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Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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

Franklin Sector BPI Portfolio Review: 2 October 2023

Several Sector BPI Plus portfolios are scheduled for review this week.  Franklin is the first.  I checked the BPI data this morning and it is too early for any Monday data to show up.  I expected to see the market move up based on the U.S. Government remaining open for business.  Instead, the market opened down.  Interest rates are still high and the budget still needs to go through the same sieve … [Read More...]

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Millikan Portfolio Update: 11 April 2023

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Given the over-bought signal generated yesterday for Utilities (VPU) I wanted to update at least one of the four Sector BPI portfolios to see how well it is performing based on annualized IRR data and risk factors such as the Jensen Performance … [Read more]

Kepler Portfolio Management: 11 April 2023

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Kepler is the Relative Strength portfolio scheduled for review today.  As readers will soon see, this portfolio is not up to snuff when it comes to performance.  I'll work with the BHS model for a few more months, but patience is running thin, … [Read more]

Carson Portfolio Update: 10 April 2023

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Carson is the portfolio up for review this morning.  Based on Bullish Percent Indicator data from last week, no Buy or Sell orders are called for other than the Trailing Stop Loss Order (TSLO) recommended for Energy (VDE).  Regular readers have … [Read more]

Hawking Portfolio Review: 6 April 2023

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The Hawking Portfolio is, essentially, a Buy-And-Hold Portfolio designed to generate Income from investments in Closed End Funds (CEFs). This class of Funds were hit quite hard over the past month: although the dividends generated by the Funds is … [Read more]

Darwin Portfolio Review: 6 April 2023

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The Darwin Portfolio is a "Buy-And-Hold" portfolio of assets that is only adjusted when allocations fall out-of-line with recommendations based on risk parity (i.e. equal risk on all holdings). Performance to date (~4 months from inception) looks … [Read more]

A Review/Comparison of Momentum Systems

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Every year I take a breathe and find a little time to review my portfolios and the systems that I am using to manage those portfolios. As we remind readers almost every month, no system works "best" in all market conditions, and we don't know what … [Read more]

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