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Pauling Portfolio Update: 6 October 2026

Pauling is a simple asset allocation portfolio with world-wide diversification.  VTI and VXUS pretty well cover the global stock market.  Dividend producers such as VIG and SCHD add additional value style to the portfolio.  Real Estate and inflation protection ETF rounds out the Pauling. … [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

Selecting Closed End Funds (CEFs)

Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio.  Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF Connect] is one we have been using to identify the Discount Rate and Discount Premium.  What is not apparent is the Expense Ratio and these are sometimes … [Read More...]

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Portfolios coming up for review.  Carson, Pauling, and Kepler 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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