ITA Wealth Management

Recent Blog Entry

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...]

Membership

ITA Membership

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 3): 14 July 2023

Despite a pullback on Friday it was a bullish week in US equities with prices closing ~2.7% higher than last week's close and still sitting at the upper 1 SD boundary of the uptrend channel with volatility at it's lowese level in the past 12 months: Deespite this nice performance, US equities did not make it into the top half of major asset classes in terms of performance over the past … [Read More...]

More Posts from this Category

Categories

Blog Archives

Kepler Portfolio Review: 4 January 2023

By

Kepler, one of two remaining Relative Momentum portfolios, is the account up for review today.  This review comes at a time when the U.S. Congress is a mess and we have concerns such disruptions may work their way into the financial markets.  Readers … [Read more]

Positioning The Millikan: 3 January 2023

By

Millikan is one of the portfolios in transition from the Relative Momentum model over to the Sector BPI model.  This blog explains where the Millikan is in the transition and how I am repositioning the portfolio.  It is really quite simple so follow … [Read more]

Carson Update: 31 December 2022

By

What changes if any are required of the Carson Sector BPI portfolio based on BPI data from last week?  Follow the analysis below to see if any changes are required by the sector BPI rules.  If you recall, only VDC and VGT are implicated or require … [Read more]

How Bad Was 2022?: 31 December 2022

By

As investors we know 2022 was a poor year, particularly for stocks or equities.  Just how bad was it?  The following performance table lays out the painful news.  One does need to remember that 2021 was a stellar year so we need to accept the bad … [Read more]

Millikan Portfolio Review: 30 December 2022

By

The Millikan portfolio is one of the latest accounts to move from the Relative Strength management model over to the Sector BPI model.  There are still a number of asset class equity holdings in the Millikan.  I've set Trailing Stop Loss Orders … [Read more]

Popular Posts

General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts