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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...]

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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]

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Copernicus Portfolio Review: 11 March 2026

Copernicus is the equity portfolio scheduled for review this morning.  Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs.  Below you see a significant percentage of the portfolio focusing on VIG, SCHD and VYM.  Yes, there will be overlapping stocks in the three dividend ETFs, but this is of little … [Read More...]

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Carson Portfolio Update: 25 January 2023

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Readers interested or testing the Sector BPI Model will want to follow the review of the Carson, the oldest of this style of investing here at ITA.  When I go through these portfolios I first check on the most recent Bullish Percent Indicator (BPI) … [Read more]

Bethe Portfolio Review: 24 January 2023

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Bethe is the portfolio scheduled for review this morning.  Bethe is one of the Growth-Income portfolios of which there are two.  The other portfolio is the Bohr.  As readers will see in a moment, the current quiver is populated with Closed-End-Funds … [Read more]

Gauss Portfolio Update: 23 January 2023

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Gauss is the portfolio up for review this morning as I missed it last week.  If you go back to last Friday's BPI blog post you will recall that there were no Buy or Purchase recommendations.  Only Sell recommendations and those are:  Energy, … [Read more]

Bullish Percent Indicators: 20 January 2023

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Investors managing a Sector BPI model portfolio will find the data below of interest.  On Monday I'll check in on the Carson and use this data to make any changes, if recommended.  Follow along for more analysis. Index BPI The only major index … [Read more]

Millikan Portfolio Review: 20 January 2023

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Millikan is one of the newest Sector BPI Model portfolios.  As a result, you will see two "holdover" securities, VWO and VEA, still part of the portfolio.  I have 3% TSLOs set for both ETFs so it likely will not be too long before both are sold out … [Read more]

Franklin Portfolio Review: 19 January 2023

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Franklin shed 40 shares of Energy (VDE) this morning as the market plunged lower.  In the following Sector BPI Model readers will see how well the Franklin is performing with respect to its benchmark. Tomorrow I will check in on another Sector BPI … [Read more]

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