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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

Gauss Sector BPI Plus Portfolio Review: 17 August 2023

Gauss is the portfolio up for review this morning.  We are approximately eight (8) months into the Sector BPI investing model with the Gauss and thus far the sector approach is working as laid out in the hypothesis last winter.  We still need a business cycle or two before we can draw any significant conclusions.  Early signals are positive. Gauss Security Recommendations Below are the current … [Read More...]

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Feynman Documents

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Most, if not all the links found within the Feynman Study posts are broken.  Instead of attaching each Word file that goes with each blog post, here are all the associated documents in one zip file.  See the link below. … [Read more]

Top Ranking ETFs and Stocks

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Based on 5/23/2016 data, the following ETFs and stocks flow to the top of the two ranking models shown below.  The stock screen was tightened this week as I was able to increase the F-Score from 7 to 8, thereby reducing the number of stocks from … [Read more]

Splitting Portfolio Into Multiple Parts

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Reducing portfolio risk is at the forefront of investor thinking after a flat market in 2015.  Momentum principles, as laid out in the Kipling 2.5.1 spreadsheet, do not always work as well as preferred, due in part to the 33-day portfolio review … [Read more]

Test Notification of New Blog Posts

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Several ITA readers wrote to me telling me that they are no longer receiving notifications of new blog posts.  As the Sysop I log on to the site every day, but this is not convenient for all readers.  Apparently a new plugin upgrade reset the … [Read more]

Beating the Dow With Bonds

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Several years ago I wrote a review of Michael O'Higgins book, Beating the Dow With Bonds.  O'Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan's … [Read more]

Music Recommendations For Easter

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Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are … [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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