ITA Wealth Management

Recent Blog Entry

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...]

Membership

ITA Membership

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

Schrodinger Robo Advisor Portfolio Update: 29 March 2023

  The Schrodinger is a portfolio for all seasons.  Individuals preparing for retirement, and this applies to young folks in their 20s, would do well to take a close look at this Robo Advisor computer managed portfolio.  If one is still working and has little time to spend on portfolio management, the Schrodinger requires zero attention.  One can set up a monthly or two week money transfer … [Read More...]

More Posts from this Category

Categories

Blog Archives

Carson Portfolio Review: 20 February 2023

By

Earlier this morning I posted BPI data and that information will impact the four Sector BPI portfolios, the Carson being one.  This review will lay out the process I go through when working with a Sector BPI portfolio.  From the BPI data we found two … [Read more]

Bullish Percent Indicators: 17 February 2023

By

Bullish Percent Indicator data has not generated any purchase signals since late last December.  Data this week is different as we have one definite purchase and a second that is so close I'm calling it a Buy.  I've been eager for this day as it is … [Read more]

Einstein Portfolio Review: 17 February 2023

By

Einstein is the portfolio up for review this morning.  The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach.  The other is the Kepler.  As readers will see in a moment, these two … [Read more]

Bohr Portfolio Review: 15 February 2023

By

Bohr is one of the two Growth-Income portfolios where growth comes from VTI, VEA, and VWO whereas the income comes from 10 to 15 CEFs.  Currently, the Bohr is investing in 15 CEFs providing a yield of 4.9%.  I want to elevate this yield as this … [Read more]

Bullish Percent Indicators: 10 February 2023

By

The following tables set the stage for investors using or experimenting with the Sector BPI Model.  The first table lays out the Bullish Percent Indicators for seven major indexes while the sector table breaks the U.S. Equities market into eleven … [Read more]

Popular Posts

General Investment News

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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts