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Einstein Portfolio Review: 3 September 2026

Einstein is entering its fourth month operating under a new asset allocation mix of ETFs.  The revised allocation is designed to withstand a major equity draw-down.  Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July:  Gain of 1.54 percent (1.54%) August:  Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [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

Reworking the Sector BPI Investing Model

Since the Sector BPI investing model was launched a little over a year ago several tweaks or adjustments have been made to the BPI model.  This blog post explains another adjustment or refinement.  Rather than complicate the model, this version is one of reduction or simplification.  To explain these changes it makes sense to apply it to an existing portfolio.  The Pauling investment quiver is … [Read More...]

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Bullish Percent Indicators: 24 March 2023

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Publication of Bullish Percent Indicator (BPI) data is a nearly weekly event.  This data is particularly important now that four ITA portfolios are managed using information from the second screenshot or the Sector Point and Figure (PnF) data table.  … [Read more]

Pauling Dual Momentum Review: 24 March 2023

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Pauling is one of two remaining Dual Momentum™ portfolios.  Remaining in the sense that I moved two DM portfolios over to the Sector BPI model.   The other DM portfolio is the McClintock.  Of the seven (7) different investing models explained and … [Read more]

Carson Portfolio Review: 21 March 2023

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Welcome to the first full day of Spring.  To open up this season of the year I'll update the Carson.  For additional information on the Sector BPI investing model check out this Seeking Alpha article.  I've been paying considerable attention to the … [Read more]

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]

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Portfolios coming up for review.  Bohr, Schrodinger, Bethe, Franklin, and Pauling 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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