With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine. Suppose you are interested in Sector BPI investing information. First, there are three portfolios managed using this investment strategy … [Read More...]
Dirac 2026 Portfolio Review: 13 May 2026
It was a ~1.5% pullback in US Equity markets, as measured by the SPY ETF, that is the benchmark for the Dirac Portfolio. The Dirac Portfolio attempts to beat the performance of the benchmark by rotating between the sectors that compose this … [Read more]
McClintock Sector BPI Portfolio Review: 13 March 2026
McClintock is a Sector BPI portfolio that has been operating under this management style for nearly 29 months. In this review we will check the performance over this period and look at how well it had done since 12/31/2021 or the launch date of the … [Read more]
Portfolio Hedging
Warning: This post is likely of no direct interest to most readers of this Blog - it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we … [Read more]
Copernicus Portfolio Review: 11 March 2026
Copernicus is the equity portfolio scheduled for review this morning. Based on an over priced U.S. stock market I shifted the emphasis slightly, moving from the S&P 500 (VOO) over to several dividend oriented ETFs. Below you see a significant … [Read more]
Bethe Portfolio Review: 10 March 2026
Bethe is the conservative asset allocation portfolio scheduled for review today. As I look over the current holdings, I may make a change in the future. One that merits change is to sell QUAL and replace it with SCHD. This switch would … [Read more]
Darwin 2026 Portfolio Review: 6 March 2026
It was a tough week for US Equiies with significant weakness on Tuesday and continuation to the end of the week that resuted in the SPX (S&P 500 Index) closing ~2% lower than last week's close: … [Read more]
Kepler Portfolio Review: 6 March 2006
Before moving into the Kepler update, I set limit orders for VCR in all three Sector BPI portfolios (Carson, Franklin, & McClintock) as the Consumer sector dropped within a whisker of the 30% oversold bullish mark. Now for the Kepler update. As … [Read more]
Gauss Portfolio Review: 5 March 2026
Gauss is the portfolio up for review today. The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as … [Read more]
- « Previous Page
- 1
- …
- 17
- 18
- 19
- 20
- 21
- …
- 183
- Next Page »