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Recent Blog Entry

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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Einstein Portfolio Update: 8 January 2026

January 8, 2026 By Lowell Herr Leave a Comment

Einstein is the portfolio up for review this morning.  Einstein is either the poorest performer here at ITA or one of the poorest.  Without excess excuses there is a reason for not doing well.  This portfolio has been the source for educational … [Read more]

Huygens Asset Allocation Portfolio Review: 6 January 2026

January 6, 2026 By Lowell Herr Leave a Comment

Huygens is another asset allocation portfolio that needs a bit more work before all the diversified ETFs are in balance or within the target percentages. … [Read more]

Dirac 2026: 5 January 2026

January 5, 2026 By hedgehunter Leave a Comment

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]

Bethe Asset Allocation Portfolio Review: 5 January 2026

January 5, 2026 By Lowell Herr Leave a Comment

During the month of December I made an effort to position all Asset Allocation portfolios to where they were set to operate without much change in 2026.  Bethe is one of those portfolios and as readers will see in a moment, the portfolio is … [Read more]

Darwin 2026: 2 January 2026

January 4, 2026 By hedgehunter Leave a Comment

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]

Schrodinger Portfolio Update: 2 January 2026

January 2, 2026 By Lowell Herr Leave a Comment

Schrodinger is an excellent portfolio to launch this early in 2026 as there is nothing to do except report the results.  As mentioned each update of the Robo Advisor or Intelligent Portfolio, all the owner does is add new money to the account each … [Read more]

Millikan Portfolio Review: 31 December 2025

December 31, 2025 By Lowell Herr Leave a Comment

Happy New Year We end 2025 with a review of the Millikan portfolio.  Thus far this portfolio is performing very well and the expectation is that it will continue upward under the revised asset allocation model.  This morning I sold all shares of VOO … [Read more]

Carson Sector BPI Portfolio Update: 30 December 2025

December 30, 2025 By Lowell Herr Leave a Comment

Carson is next to the last portfolio to be reviewed in 2025.  Tomorrow I will update the Millikan portfolio.  The Carson was one of the better performing portfolios during the month of November, indicating once more that the Sector BPI investing … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Financial Repression: Another Perspective
  • Portfolio Diversification: 6 June 2026
  • Financial Repression: Part III
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Gauss Portfolio Review: 29 April 2026
  • McClintock Sector BPI Portfolio Review: 5 May 2026
  • Financial Repression Portfolio: Part V
  • Financial Repression: Part IV

General Investment News

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

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

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  • Millikan Sector BPI Portfolio Review: 17 May 2023
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