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Einstein Portfolio Update: 14 July 2026

What to do with a poor performing portfolio?  Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target.  Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down.  It … [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

Rutherford Portfolio Review (Tranche 2): 2 August 2024

The pullback in US Equities continued this week as prices broke below the lower boundary of the bullish trend channel that started in April: Although it is a little early to declare a correction in the trend (requires a 10% pullback) I have drawn a tentative new bearish channel to guide our eyes as to where we might go if we see a continuation of this pullback. The ~5200 level (an 8% pullback) … [Read More...]

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Millikan Portfolio Review: 8 November 2022

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The Millikan portfolio is not scheduled for an update until later this month.  However, the portfolio holds excess cash so an analysis seems prudent to check what the recommendations are based on price changes over the last few weeks.  When I checked … [Read more]

New Carson Launched: 4 November 2022

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Welcome to the new Carson portfolio.  With the advent of the Carson we add another investing model to our arsenal.  With few exceptions, ITA portfolios operate on the premise that momentum is a sound foundation for constructing portfolios.  The … [Read more]

Schrodinger Portfolio Review: 4 November 2022

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Schrodinger is the portfolio up for review this morning.  I always enjoy updating this Robo Advisor account as it managed by computer.  I don't take responsibility for the ups and downs due to market volatility.  The Schrodinger is one of Schwab's … [Read more]

Bohr Portfolio Review: 25 October 2022

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Bohr is the portfolio scheduled for review this morning.  This is a combination growth-income style portfolio where the income is primarily generated by Closed-End-Funds, much as you find in the Hawking and Huygens portfolios.  The first move when … [Read more]

McClintock Portfolio Review: 21 October 2022

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McClintock is the Dual Momentum™ portfolio scheduled for review today.  As one of the top performing ITA portfolios and current holdings in SCHP and BND, no changes are needed based on current recommendations.  When one of the DM portfolios comes up … [Read more]

Schrodinger Interim Update: 19 October 2022

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Today is not the regular scheduled day to review the Schrodinger.  However, I'm gearing up to post the performance spreadsheet of all ITA portfolios I track on this blog and I use the Schrodinger as a reference since it is a Robo Advisor portfolio … [Read more]

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