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Einstein Portfolio Review: 3 September 2026

Einstein is entering its fourth month operating under a new asset allocation mix of ETFs.  The revised allocation is designed to withstand a major equity draw-down.  Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July:  Gain of 1.54 percent (1.54%) August:  Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [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

Portfolio Performance Comparisons: 7 April 2023

Approximately once a month I post the following portfolio performance data table.  Readers need to keep in mind that the data is a rolling look at portfolio performance and is based on the date shown in the third column from the right.  Annual IRR data (third column from the left) is current as of April 6, 2023.  More explanations to follow. … [Read More...]

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Dividend Oriented Investors Portfolio

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Dividend Oriented Portfolio Investors interested in constructing a dividend oriented portfolio will find this blog of interest.  The thirteen (13) ETFs plus SHY that make up this dividend driven portfolio provide global diversification as well as … [Read more]

Retirement Plan: Am I On Track?

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Retirement planning is a primary motivator for saving and setting up an investment portfolio.  Are there any saving guidelines for the individual investor?  Below are a few and I suggest you check out William Bernstein's words of wisdom.  Search … [Read more]

September Music Recommendation

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September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one.  After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare … [Read more]

Five Habits of People In Debt

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5 Habits of People In Debt Many people don’t realize that poor financial habits are perhaps the biggest contributing factor to falling into debt, rather than personal circumstance. Once you’ve accepted that you have a financial problem and seek help … [Read more]

Portfolio Construction From Over 100 ETFs

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Building a portfolio from over 100 ETFs and 6800 stocks results in the following group of securities.  Beginning with a base of over 100 commission free ETFs from TDAmeritrade and then adding in a few specialized, sector, and commodities plus several … [Read more]

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]

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Portfolios coming up for review.  Pauling, Carson, and Kepler 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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