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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

Tweaking Carson Sector BPI Portfolio: 29 May 2023

As mentioned in the most recent blog post, I'm tweaking the Sector BPI Plus investing model ever so slightly.  If you move down to the second screenshot you will see that I added SPY and ESGV as additional U.S. Equity options.  As with the Copernicus I now have VOO, VTI, SPY, and ESGV as U.S. Equity options when Dual Momentum™ is called into action.  DM is only activated after all the sector … [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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