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Pauling Asset Allocation Portfolio Review: 9 September 2026

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [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: 3 March 2025

We lead off March with a review of the Schrodinger portfolio, a computer managed account housed with Schwab.  The Schrodinger is known by Schwab as an "Intelligent Portfolio."  It falls under the general category as a Robo Advisor portfolio. The Schrodinger was first launched back on July 31, 2017 so we are beginning to have a useful history.  I use 12/31/2021 as the launch date as several other … [Read More...]

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Financial Repression: Part 1

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This series on Financial Repression may be the most important blogs I have posted over the past 18+ years.  Keep in mind that I am not providing financial advice.  That is a major disclaimer.  Rather I am telling readers what I am learning and how I … [Read more]

Portfolio Hedge: 20 April 2026

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With last months hedge position expiring with a small $314 profit last Friday I need to make a decision as to whether to continue to hedge my portfolios or to leave them unhedged - since last month's hedge turned out to be unnecessary as US Equity … [Read more]

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Portfolios coming up for review.  Pauling, Carson, and Kepler 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.

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