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Bohr Portfolio Review: 7 July 2026

Bohr is the Asset Allocation portfolio up for review this morning.  As readers will see in a moment, most of the asset classes are below target and that is intentional.  With the current stock market this high and so narrowly confined to a few stocks it makes good sense to be cautious.  It might be a long wait before the AI stocks implode.  In the meantime I will be keeping the asset classes … [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

Bethe Portfolio Review: 25 August 2025

Bethe is another mini-asset allocation portfolio up for review.  If you have been reading this blog for any length of time you know I am leaning more and more toward capital preservation.  This interview with Howard Marks only tilts me further in this direction.  Pay particular attention to the S&P 500 statistics around the 5:50 time mark.  Begin earlier to understand the context of what Marks … [Read More...]

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Fama-French 5-Factor Asset Pricing Model

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Motivated by a question related to the Morningstar style box, what factors motivate the ITA investment philosophy.  Is the style box or SAA model valid even when the securities used to populate the various boxes are highly correlated?  The SAA model … [Read more]

Schubert: Quintet in C

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Schubert's Quintet in C is the CD recommendation for this week. Part 2 or the Adagio is one of my favorite sections of this Heinrich Schiff recording of the Alban Berg Quartet.  Here is a positive review I found on Amazon.  Here is another fine … [Read more]

Eight ETF Portfolio: Early Results

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Yesterday I presented the eight (8) ETF portfolio in the Aristotle review.  Here are early results as to how that portfolio would have performed from 6/30/2006 through 8/14/2014 or over eight years of data.  The portfolio is up over 133% while the … [Read more]

Why I Use Index ETFs

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Why I use Index Exchange Traded Funds (ETFs).  Let me count the ways. Simplicity:  It saves the work of stock analysis. Increases probability of success:  A literature search of index investing vs. active stock picking will have the honest … [Read more]

Feynman Portfolio Study: Part 10-3

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Momentum Weighted Portfolio A modification of the Rank Weighted (RW) Momentum Portfolio described in Part 10-2 of this Study is what I have called the Momentum Weighted (MW) Portfolio. This strategy uses a proprietary algorithm to calculate … [Read more]

Regression Analysis and The Schwert Effect

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  Regression Analysis is the investment communities effort to apply the scientific method to portfolio analysis.  Let's take a little time to explain what is meant by Regression Analysis.  As you might remember from your math and science … [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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