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Bethe Portfolio Update: 22 October 2026

The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post.  One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio.  VTIP and VTI are still well below the "in balance" percentages.  Since … [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

Hawking Portfolio Review: 2 June 2023

The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it's lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings look like this (apologies for the lack of Descriptive names - but Yahoo is not returning this information at the present time): This means that I have … [Read More...]

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Franklin Portfolio Review: 8 February 2023

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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]

Kepler Portfolio Review: 7 February 2023

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Prepare for a less than stellar performance from the Kepler as I walk through this review.  Either the Buy-Hold-Sell (BHS) model is not working as designed or I am not implementing it properly.  The result is the same disappointing performance that … [Read more]

Carson Portfolio Review: 6 February 2023

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As the original Sector BPI portfolio the Carson is scheduled for review this morning.  As mentioned in an earlier post or comment, I have concerns when a portfolio is in the position of holding few securities while the potential for a bull market run … [Read more]

Bullish Percent Indicators: 3 February 2023

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Based on Bullish Percent Indicator (BPI) data, this past week was a good week for U.S. Equities.  The first table shows the broad strength when examining several indexes.  The second table is the one we use to guide us in how we manage the Sector BPI … [Read more]

Franklin Portfolio Review: 2 February 2023

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Welcome to Ground Hog Day.  Franklin is the portfolio scheduled for review and if you recall, the Franklin was a lagging Dual Momentum portfolio that I switched over to the Sector BPI model.  Time will tell as to whether this was a wise move. Since … [Read more]

Carson Portfolio Review: 1 February 2023

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Welcome to February.  We are two days away from the mid-point of winter in the northern hemisphere.  What better way to open the month than to review the Carson portfolio.  Depending on your holdings in a Sector BPI portfolio, there may be a few … [Read more]

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