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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...]

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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

Copernicus Portfolio Review: 13 September 2024

This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data.  This change impacted the Investment Account Portfolio (IAM) software so I don't have any way to download prices into that program.  I am in contact with the developers of the QuantIX software, but so far no acceptable solution.  [Since I wrote the above, the data download issue … [Read More...]

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Carson Portfolio Review: 20 February 2023

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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

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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

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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

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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

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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]

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