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Bethe Portfolio Update: 22 October 2026

The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post.  One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio.  VTIP and VTI are still well below the "in balance" percentages.  Since … [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

Copernicus Portfolio Review: 7 June 2023

Portfolios fall into two major categories, actively managed or passively managed.  The Copernicus portfolio is of the latter variety as the plan is to invest only in U.S. Equities.  Only add or purchase Exchanged Traded Funds (ETFs) and only sell in an emergency.  Over the past 17 months the Copernicus has been the top performing portfolio of all tracked here at ITA. Copernicus Investment … [Read More...]

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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]

Over-Valued Market: Four Critical Indicators

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ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high … [Read more]

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