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Schrodinger Portfolio Update: 2 October 2026

Selling shares within the Schrodinger is so rare it merits taking notice.  Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB).  This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a Robo Advisor portfolio managed by computers at Schwab.  The … [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

Rutherford Portfolio Review (Tranche 2): 27 October 2023

It was a bad week for US equities with the SPX (S&P 500 Index) dropping over 2.5% from last week's close: It has also now closed below the lower 2 Standard Deviation boundary of the early 2023 bullish uptrend channel (yellow line) and the 50% retracement level of that uptrend (green line) for 2 days in a row. We are now also below the lower boundary of the potentially strong support zone … [Read More...]

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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]

Gounod’s Messe solennelle de Sainte Cecile

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Gounod's "Messe solennelle en l'honneur de Sainte Cecile" contains some of the most beautiful music one might ever want to hear.  My favorite selections from this masterpiece are Sanctus and Benedictus, cuts five and six.  I first heard Sanctus in … [Read more]

Basic Portfolio and Current ETF Rankings

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The following data table includes the latest ETF rankings for 20 basic ETFs and the Buy-Hold-Sell recommendations.  GLD is the only ETF under-performing SHY so I would avoid gold as an investment. ETF Rankings:  The overall strength of this market … [Read more]

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