ITA Wealth Management

Recent Blog Entry

Schrodinger Portfolio Update: 8 July 2026

Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab.  This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times.  I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [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

Beta: A Brief Description

What is beta and how is it measured?  In the context of an investment portfolio, beta refers to a measure of a stock's volatility in relation to the overall market. A beta value greater than one indicates that the stock is more volatile than the market, while a value less than one suggests it is less volatile. Understanding beta helps investors assess the risk associated with a particular … [Read More...]

More Posts from this Category

Categories

Blog Archives

Huygens Portfolio Review: 9 February 2023

By

As one of three income oriented portfolios, the Huygens turned in an excellent January with a gain in excess of 11.0%.  I don't anticipate this increase will continue. This review or update will show a few necessary changes as two Closed-End-Funds … [Read more]

Franklin Portfolio Review: 8 February 2023

By

Franklin is the Sector BPI portfolio up for review this morning and few changes, if any, are recommended as there are no sectors in the buy or over-sold zone.  As you recall from the most recent BPI data, several sectors are in the over-bought zone, … [Read more]

Kepler Portfolio Review: 7 February 2023

By

Prepare for a less than stellar performance from the Kepler as I walk through this review.  Either the Buy-Hold-Sell (BHS) model is not working as designed or I am not implementing it properly.  The result is the same disappointing performance that … [Read more]

Carson Portfolio Review: 6 February 2023

By

As the original Sector BPI portfolio the Carson is scheduled for review this morning.  As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run … [Read more]

Bullish Percent Indicators: 3 February 2023

By

Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities.  The first table shows the broad strength when examining several indexes.  The second table is the one we use to guide us in how we manage the Sector BPI … [Read more]

Franklin Portfolio Review: 2 February 2023

By

Welcome to Ground Hog Day.  Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model.  Time will tell as to whether this was a wise move. Since … [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