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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

Gauss Portfolio Update: 19 March 2023

Most investors prefer to keep things simple, particularly if they are still working.  If the investing model requires a little thought individuals are likely to avoid using it.  While I don't know how many readers are using the different models tracked here at ITA, I suspect most are applying the Schrodinger, Copernicus or one of the Dual Momentum™ models as those are the easiest to implement. If … [Read More...]

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Looking for Signs of Weakness in the Markets

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Even though some of us may have been wary of the continuing strength of the markets for a few months now, over the past week, we may have been getting the feeling that some signs of weakness are beginning to show in the markets. In a standard margin … [Read more]

Keeping It Simple: Building A Basic Portfolio

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Having just finished William J. Bernstein's latest e-Book, simplicity is on my mind.  Toward the very end of the book, Bernstein mentions that one can deviate from the three index portfolio by branching out to real estate, TIPs, etc.  While the three … [Read more]

Chopin: 24 Preludes

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There are many Chopin: 24 Preludes to choose from.  Gregory Sokolov is the artist in this particular and most of the cuts I rate as five stars.  Hence my music recommendation for this week.  The following review by Scott Morrison mirrors my reaction … [Read more]

Useful Website: Transparent Investing

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Last evening I was made aware of a useful and interesting website titled, Transparent Investing.  Even if you lose track of this blog you will be able to find this site by going to the ITA Blog tab, and then scrolling down to Bookmarks.  There you … [Read more]

Living a Dream: Katherine Jenkins

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One of my favorite female singers is Katherine Jenkins.  Living a Dream is my CD selection for this week and I recommend downloading the MP3 version to save some money.   The following Amazon review provides clues as to what to expect to hear on this … [Read more]

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