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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

Darwin 2026 Portfolio Review: 31 July 2026

US Equity markets remain in the sideways consolidation channel that they have been in for the past 3 months - between 7300 and 7600 in the SPX (S&P 500 Index): This is not a good scenario for momentum trading since it can result in a lot of whipsaw trades - so I am being cautious and looking for a clear breakout of this channel before making adjustments. Most other major asset classes are … [Read More...]

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Bohr Portfolio Review: 13 April 2023

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Bohr is the portfolio scheduled for review today.  Some alterations are planned for this account so pay attention as I walk through what I see as some ways to "heal" or strengthen apparent weaknesses that are likely to arise in the Sector BPI model.  … [Read more]

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]

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