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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

Rutherford Portfolio Review (Tranche 1): 2 June 2023

As I have mentioned in recent reviews of the Rutherford Portfolio I have to take money out of this retirement account so, following last week's review of Tranche 5, I have "retired" Tranche 5 and adjusted the other 4 tranches to $19,000 each - or a total portfolio value of $76,000. I will continue to use the rotation model to manage this portfolio and will review each tranche every 4 weeks rather … [Read More...]

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Bohr Portfolio Review: 29 November 2022

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Bohr is one of two major growth-income portfolios.  The other is the Bethe.  The growth comes from investing in VTI, VEA, and VWO.  The income is generated from numerous Closed-End-Funds (CEFs).  In the first screenshot below the CEFs have a light … [Read more]

Thanksgiving Wishes

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Happy Thanksgiving Sending all ITA readers Thanksgiving well wishes from Portland, Oregon.  Thank you for keeping in touch and reading this investment blog.  A few of you have been here for the nearly 15 years I've been writing this blog.  A special … [Read more]

McClintock Portfolio Review: 23 November 2022

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Of all the Dual Momentum™ portfolios, the McClintock stands out as the top performer.  The exact reason remains somewhat of a mystery.  I attribute the excellent performance to the luck-of-review-day as the operational model is the same for all the … [Read more]

Copernicus Portfolio Review: 22 November 2022

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Copernicus is one of the newest portfolios among the sixteen currently tracked here at ITA Wealth Management.  In addition to the sixteen I track, several more are tracked and managed by Hedgehunter.  Copernicus is the highest risk portfolio in that … [Read more]

Millikan Portfolio Review: 15 November 2022

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Millikan, one of the several Relative Momentum portfolios, is up for review this morning.  This is one of four or five portfolios that are not keeping up with the AOA benchmark, due in large part to carrying too much cash during this recent market … [Read more]

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