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 since 12/31/2021 has been excellent. The … [Read More...]
Schrodinger Portfolio Update: 17 April 2026
Time once more to update the Schrodinger, a truly passive portfolio as the owner does nothing except add cash to the account. As the market moves higher the Schwab computers are standing pat and not purchasing additional shares despite increasing … [Read more]
Franklin Sector BPI Portfolio Review: 14 April 2026
Franklin is the Sector Bullish Percent Portfolio scheduled for a review this morning. This is one of three portfolio using the Sector BPI investing model. New readers to the ITA blog may find this management style of interest as it is showing to be … [Read more]
Millikan Portfolio Review: 9 April 2026
Millikan is another Asset Allocation portfolio that is set up to resist a possible recession. The portfolio is well diversified in that it covers all U.S. Equities, Developed International Equities, Emerging Markets, Gold, Artificial Intelligence, … [Read more]
McClintock Sector BPI Portfolio Update: 8 April 2026
McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022. In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio … [Read more]
Copernicus Portfolio Review: 6 April 2026
We begin the week with an easy review. While waiting for SHV dividends to show up in Bethe I'll update the Copernicus, an "all equity" portfolio. The asset allocation make-up of the Copernicus is designed for a young investor with many saving years … [Read more]
Dirac 2026 Portfolio Review: 2 April 2026
This week saw a lot of volatility in the US Equity Markets, so let's take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB … [Read more]
Portfolio Hedge: 27 March 2026
On 24 March I added the following comment to my Portfolio Hedging Post of 20 March (https://itawealth.com/portfolio-hedging/): "With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread … [Read more]
Carson Sector BPI Portfolio Review: 25 March 2026
Carson is the oldest Sector BPI portfolio, now in operation for approximately 3.5 years. We are beginning to build a historical base for this investing model. Four sectors are currently residing in the oversold zone while two others are very close … [Read more]
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