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Schrodinger Portfolio Update: 2 October 2026

Selling shares within the Schrodinger is so rare it merits taking notice.  Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB).  This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a Robo Advisor portfolio managed by computers at Schwab.  The … [Read More...]

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McClintock Portfolio Review: 14 July 2022

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McClintock is one of several Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Momentum is one of the five factors included in the Fama-French Five-Factor Model.  It is not fully understood why momentum is such an important market … [Read more]

Kepler Portfolio Review: 17 June 2022

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Kepler is one of several Relative Momentum portfolio tracked here at ITA.  Next week one Income and two Dual Momentum™ portfolios are scheduled for review. As readers will see in the first screenshot, the Kepler holds a considerable percentage in … [Read more]

Bohr Portfolio Review: 16 June 2022

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Bohr is a growth-income combo portfolio that is taking a beating in today's down market.  This is a Buy & Hold portfolio so there is no effort to provide downside protection.  Unlike the Dual Momentum™ and Relative Momentum portfolios, the Bohr … [Read more]

McClintock Portfolio Review: 10 June 2022

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McClintock is one of four Dual Momentum™ portfolios tracked here at ITA Wealth Management.  Is this investing model doing an adequate job for the owner of this portfolio?  Follow along as I walk through the review or updating process.  If there are … [Read more]

Millikan Portfolio Review: 3 June 2022

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In addition to reviewing the Millikan portfolio, this blog post will also provide readers with some clues as to how to manage a Relative Strength or Relative Momentum portfolio over the next few months.  This portfolio is built around the principles … [Read more]

How To Handle This Selloff: 18 May 2022

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With the Dow Jones Industrial Average down more than 1,000 points as I write this, how should investors handle this selloff?  Let's take a simple example.  These suggestions assume cash is available.  Eventually the market will come back.  As long as … [Read more]

Learning More About Options

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This post is a follow-up to comments/requests made in response to my recent post on "Protecting Portfolio Performance" (https://itawealth.com/protecting-portfolio-performance/). Understanding Options can be a difficult subject - but understanding … [Read more]

Protecting Portfolio Performance

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We are all conscious of the fact that US Equity markets have been in a strong bullish trend since the financial crisis of 2008. With the exception of the 2020 Covid-19 correction - a ~20% pullback in prices from which we recovered very quickly - we … [Read more]

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