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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

Bethe Portfolio Review: 8 May 2026

Bethe is another portfolio built around the idea Financial Repression is in the future and needs to be faced and taken into account through portfolio construction.  In the second screenshot you will see the current portfolio beta is very low.  This simply means as currently constructed, the Bethe will move up or down approximately 1/3 as fast as the S&P 500.  If the market continue to climb … [Read More...]

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Franklin Sector BPI Plus Review: 26 April 2023

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Franklin is the Sector BPI portfolio scheduled for review this morning and each time I update one of these portfolios a new wrinkle comes to the fore.  This review required a special decision since Telecom (VOX) moved into the oversold zone and there … [Read more]

Einstein Portfolio Review: 24 April 2023

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Einstein, one of two Relative Strength investing models tracked here on ITA, is up for review this morning.  Nearly 60% of the portfolio is in cash so decisions as to what to do with this large amount is on the table.  I'm not in a hurry to invest in … [Read more]

Bullish Percent Indicators: 21 April 2023

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Bullish Percent Indicators experienced few changes this week as it was a rather quiet period for U.S. Equities.  Several Sector BPI Plus portfolios are up for review this week so I'll be alert to any changes that might occur within the Sector BPI … [Read more]

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