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Copernicus Portfolio Update: 22 July 2026

Copernicus is a top performing portfolio as the investments were concentrated in U.S. Equities.  VOO was the primary ETF used for many months.  With the market over heated and the market drivers concentrated within such a few stocks I've backed off despite the excellent performance.  The Copernicus is current concentrated in SCHO, SCHD and a few other dividend oriented ETFs. Copernicus Security … [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

Financial Repression Portfolio: Part V

Over the last few days I've concentrated on what impact Financial Repression is likely to have on portfolios invested in the U.S. Equities and Bond markets.  The outlook over the next decade is highly unlikely to continue the long bull market experienced since August of 1982.  Yes, there were major hiccups along the way such as the tech bubble in the early 2000s, the melt down of 2008 and Covid-19 … [Read More...]

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Dirac 2026: 5 January 2026

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I have reset the Dirac Portfolio to an $80,000 account and made a minor adjustment to the asset list ("quiver") in order to limit the number of assets in the quiver to a maximum of 10 for ease of management. I have also decided to move this portfolio … [Read more]

Darwin 2026: 2 January 2026

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I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list ("quiver") and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this … [Read more]

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