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Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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

Huygens Asset Allocation Portfolio Review: 2 February 2026

Huygens is the classic asset allocation portfolio.  While the selection of asset classes will vary from portfolio to portfolio, as will the percentages allocated to each class, the principle of diversification is a long-standing model for portfolio management. Late last year I reworked the asset allocations for the Huygens.  The goal is to provide growth while attempting to resist a major … [Read More...]

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Bullish Percent Indicators: 27 January 2023

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"Bullish percent indicators are technical analysis tools used to determine the percentage of stocks in a particular market index that are currently trading above their respective point of recognition (POR), or "bullish reversal point." These … [Read more]

Copernicus Portfolio Review: 27 January 2023

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Investors looking for simplicity need look no further than the Copernicus model.  All that is required is the discipline to save and invest in U.S. Equities.  It is simple as that.  The Copernicus is definitely a model for young investors who do not … [Read more]

McClintock Portfolio Review: 27 January 2023

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McClintock, one of the two Dual Momentum™ portfolios, has been one of the better performers over the years I've used this investing model.  Of the seven different styles of investing, Dual Momentum is one of the easier to understand and manage, … [Read more]

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]

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