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Schrodinger Portfolio Update: 8 July 2026

Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab.  This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times.  I highly recommend a family include at least one RA portfolio as a means of portfolio diversification. … [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 Sector BPI Portfolio Review: 22 January 2024

Now that we passed the mid-way point in January I want to update all portfolios that were last reviewed in December.  The Huygens is one such Sector BPI portfolio.  Another reason for paying special attention to the Sector BPI portfolios is that many are carrying excess cash due to TSLOs being struck when the market declined in early January.  I want to put that cash to work. … [Read More...]

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The Importance of Algorithms

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Doubt is not a pleasant condition, but certainty is an absurd one. - Voltaire I'm a fan of books written by Michael Lewis.  A few that stand out are:  Liar's Poker, Moneyball, The Big Short, and Flash Boys.  Lewis' latest work, The Undoing Project, … [Read more]

Broad Market Conditions: Pay Attention

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Nearly a year ago I wrote an article (Over-Valued Market: Four Critical Indicators) on the over-bought conditions of the market.  Yet here we are today facing an even higher market.  Here is current data on the four indicators discussed on the … [Read more]

Value-Momentum Stock Update

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Value-Momentum stock data as of 2/2/2017 shows the following when analyzed using the yet to be released Kipling Tranche spreadsheet.  Six out of over 6,500 stocks passed the screen. … [Read more]

What Is On The Other Side Of The 3 x 5 Card?

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What is on the other side of the 3 x 5 investment card that you can make use of as an investor?  To capitalize on this information, go back and read the basics found on the 3 x 5 card.  The links to these two blogs provide overall investment … [Read more]

Sector Investing: A Simple Approach

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Occasionally, I'll encounter an ITA reader who is interested in constructing a portfolio around sectors.  Those who have read Gary Antonacci's book, Dual Momentum Investing may recall him stating the following.  "My favorite dual momentum strategy is … [Read more]

Investing 101

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Beginning Investors It is not unusual to read or hear someone say - "I don't understand what you are talking about."  When I pick up on these writings or statements I know it is about time to go back to a 100 level course and lay out some basic … [Read more]

A Brief History of ITA Wealth Management

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As we move into 2017, a brief history of the ITA Wealth Management blog might be of interest.  The idea for blogging began back around 2003 or 2004 as I was looking for something to do in retirement.  The last physics workshop (Project PHYSLab) … [Read more]

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Portfolios coming up for review.  Millikan, Huygens, McClintock, and Bethe 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.

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