ITA Wealth Management

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Pauling Asset Allocation Portfolio Review: 9 September 2026

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [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

Carson Sector BPI Plus Portfolio Review: 19 June 2023

Opening a busy week of portfolio reviews I figured the Carson would not need much attention as the Bullish Percent Indicator data last Saturday called for a TSLO to be placed on VIS and that would be it.  This morning I found that the owner of the Carson added fresh money to the account and that needs to be invested.  Follow the logic of how that new money will be put to use in the Carson. … [Read More...]

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Beta: A Brief Description

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What is beta and how is it measured?  In the context of an investment portfolio, beta refers to a measure of a stock's volatility in relation to the overall market. A beta value greater than one indicates that the stock is more volatile than the … [Read more]

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

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