Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Einstein Portfolio Review: 17 February 2023
Einstein is the portfolio up for review this morning. The Einstein is one of two remaining Relative Strength or Relative Momentum portfolios using this investment approach. The other is the Kepler. As readers will see in a moment, these two … [Read more]
Bohr Portfolio Review: 15 February 2023
Bohr is one of the two Growth-Income portfolios where growth comes from VTI, VEA, and VWO whereas the income comes from 10 to 15 CEFs. Currently, the Bohr is investing in 15 CEFs providing a yield of 4.9%. I want to elevate this yield as this … [Read more]
Celebrating 15 Years of ITA Wealth Management: 14 February 2023
In addition to Valentine's Day, today is the 15th anniversary of the launch of ITA Wealth Management. Investing evolution is evident since my first blog back in 2008. As you may recall, the stock market was in free-fall that year and it extended … [Read more]
Portfolio Performance Update: 10 February 2023
The following portfolio performance table includes annualized Internal Rate of Return (IRR) data as well as risk information for the 15 portfolios I'm tracking here on the ITA blog. The IRR data (third column from the left) is accurate as of … [Read more]
Bullish Percent Indicators: 10 February 2023
The following tables set the stage for investors using or experimenting with the Sector BPI Model. The first table lays out the Bullish Percent Indicators for seven major indexes while the sector table breaks the U.S. Equities market into eleven … [Read more]
Schrodinger Portfolio Review: 10 February 2023
The Schrodinger is always a pleasure to update as I don't need to apologize for poor performance or take credit for positive results as this is a computer managed Robo Advisor account. Schwab refers to these style portfolios as Intelligent … [Read more]
Huygens Portfolio Review: 9 February 2023
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
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]
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