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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [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

Asset Classes: How Many Should I Own?

With much recent attention given to answering the money managers most perplexing question, what percent of the portfolio should be invested in each asset class, the whole idea of how many asset classes to include in a portfolio has been neglected.  William Bernstein answers the question this way.  "You might as well ask the meaning of life.  About all one can say is, more than three."  The major … [Read More...]

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Portfolio Performance Data: 24 February 2023

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Thus far, February kicked the bullish air out of the January balloon.  A few of the ITA portfolios managed to claw back into positive territory in January, only to fall back into the red in February.  This information is based on the last 13.5 months … [Read more]

Bullish Percent Indicators: 24 February 2023

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Bullish Percent Indicators are ending February in a downward trend.  All major indexes are bearish, yet none are in the over-sold zone.  We need to check on Sectors to pick up an over-sold condition. Just a short word regarding the above … [Read more]

Franklin Portfolio Review: 23 February 2023

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Looking back eight or nine months ago the Franklin was trailing its benchmark (AOA).  Since that time the Franklin has pulled ahead of the benchmark, partially due to moving from the Dual Momentum™ model to the Sector BPI model.  Will this trend … [Read more]

Millikan Portfolio Review: 22 February 2023

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Millikan is the Sector BPI portfolio up for review today.  If you will recall the BPI data from last week, Utilities (VPU) was found to be in the over-sold zone or below the 30% bullish mark.  Energy (VDE) was so close to over-sold that I considered … [Read more]

Pauling Portfolio Review: 21 February 2023

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When the Portfolio Performance table was last updated on February 10, 2023, the Pauling portfolio nailed down position #15 in every column.  In other words, this is the worst performing portfolio of the fifteen I track here on the ITA site.  Pauling … [Read more]

Bethe Portfolio Review: 21 February 2023

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Bethe is one of two growth-income portfolios.  The other is the Bohr.  Bethe experienced a nice upward bump of over 9.0% in January, but has since fallen off slightly.  With portfolios that have any emphasis on income, we always look forward to the … [Read more]

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