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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

Schrodinger Portfolio Review: 1 March 2024

Schrodinger is a "do nothing" portfolio in the sense that it is on automatic pilot after it is set up with Schwab.  This portfolio is managed by computer and is built around the principle of Asset Allocation, a long standing investing model designed for diversification.  Schwab calls these portfolios, "Intelligent Portfolios." The Schrodinger stock/bond ratio is 80/20.  Bond is defined as the … [Read More...]

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Huygens Portfolio Review: 9 February 2023

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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

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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

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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

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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

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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]

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