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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

Huygens Portfolio Update: 24 September 2024

Huygens is a typical Asset Allocation portfolio that is currently in balance.  At this point all the investor needs to do is keep the various asset classes close to target when dividends provide sufficient cash to make the adjustments.  Huygens is classified as a passive portfolio as is the Schrodinger. The Huygens is roughly 75% equities and 25% bonds. … [Read More...]

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Carson Portfolio Checkup: 12 November 2022

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Based on Bullish Percent Indicator data published earlier, a few changes are required for this new and unique portfolio titled Carson.  In case you missed it, I merged the dollars from the Carson HA, Carson BHS, into what was the Carson LRPC and … [Read more]

Einstein Portfolio Review: 9 November 2022

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Einstein is another Relative Strength (RS) portfolio that has not performed as well as expected, although it is outperforming its benchmark.  The expectation for RS portfolios is to resist draw-downs, and that has not been the case.  Portfolios that … [Read more]

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]

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