Copernicus is the "all equity" portfolio, but with a few changes since the U.S, Stock market is overvalued by a wide margin. At this writing the market was down today, but the Copernicus was holding to the upside. The current portfolio holds very few shares in the total … [Read More...]
Copernicus Portfolio Review: 26 May 2026
Copernicus is a simple portfolio for investors with 10 to 15 years of saving years ahead. With the U.S. Equities market at or near an all-time high I pulled back a tad on investing in ETFs that hold a high percentage in the mega-cap seven to … [Read more]
Carson Sector BPI Portfolio Review: 22 May 2026
Carson is the oldest Sector BPI portfolio, going back to 11/1/2022. This morning Materials moved into the oversold zone so I added shares of VAW to the Carson. The Carson is currently holding shares in seven of the eleven sectors. This morning I … [Read more]
Schrodinger Portfolio Review: 15 May 2026
Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds. Considering this overbought market both additions are somewhat puzzling. However, I'm not going to quibble as the performance … [Read more]
Franklin Sector BPI Portfolio Review: 12 May 2026
Franklin is one of three Sector BPI portfolios tracked here at ITA Wealth Management. This investing model is not likely to be available elsewhere on the Internet so pay close attention. Of the portfolios that are likely to withstand a recession as … [Read more]
Millikan Asset Allocation Portfolio: 6 May 2026
Millikan is the asset allocation portfolio up for review this morning and it is undergoing a few changes. The new allocation of assets is designed to further diversify the portfolio, provide additional resistance to a possible recession, and to … [Read more]
McClintock Sector BPI Portfolio Review: 5 May 2026
Yesterday I asked Google, "What is the origin of the Sector Bullish Percent Indicator investing model?" Here is the reply. "The Bullish Percent Index (BPI) investing model was originally developed by Abe Cohen in 1955. Cohen, the founder … [Read more]
Gauss Portfolio Review: 29 April 2026
Yesterday the U.S. Equities market took quite a hit. This morning stocks are down again. What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market? Check out this YouTube video. If the video does not start … [Read more]
Financial Repression: Part 1
This series on Financial Repression may be the most important blogs I have posted over the past 18+ years. Keep in mind that I am not providing financial advice. That is a major disclaimer. Rather I am telling readers what I am learning and how I … [Read more]
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