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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

McClintock Portfolio Review: 30 July 2026

This morning it is time to update the McClintock portfolio, one of three Sector Bullish Percent Indicator (BPI) portfolios.  Few changes occurred since the last review.  When sector shares were sold I reinvested the cash in SCHO so as to increase dividends rather than let the cash remain dormant in the low interest bearing money market. McClintock Sector Holdings Below are the current holdings … [Read More...]

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Kepler Portfolio Review: 26 September 2022

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Kepler, one of the Relative Strength or Relative Momentum portfolios is up for review this morning.  Now that we are very close to the end of the third quarter, and this pertains to the close of any quarter, I'm reluctant to make any major changes.  … [Read more]

Schrodinger Portfolio Review: 23 September 2022

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Schrodinger is the only Robo Advisor or computer managed portfolio followed here on the ITA blog.  This portfolio was initially established as an answer to the question, "Who Will Manage the Family Portfolio When You Die?"  The answer was, place the … [Read more]

Bohr Portfolio Review: 22 September 2022

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Bohr is a Buy and Hold style portfolio where the investment quiver is made up of a group of ETFs designed to produce growth and another group of Closed-End-Funds set up to produce income.  Think of the Bohr as a blend style portfolio.  The Bethe is a … [Read more]

The Argument for Self-Management

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ITA Wealth Management is an educational blog designed to help investors of all levels learn how to manage their own portfolios.  Numerous models are explained and updated each month.  These models vary from the very simple to a few that are more … [Read more]

Photographic Software Hints

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ITA readers who have an interest in digital photography are living in a period where tools of the trade are abundant and powerful.  Here are a few suggestions. I've been a Lightroom user from Version 1 on and it will be difficult to move away from … [Read more]

Bohr Portfolio Review: 24 August 2022

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Bohr is one of the growth-income portfolios that is essentially a passive portfolio.  Passive in the sense that dividends are reinvested in additional shares either on the growth or income side of the portfolio.  While the Kipling spreadsheet is used … [Read more]

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