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Darwin 2026 Portfolio Review: 4 September 2026

US Equities returned to their sideways consolidation mode this week: closing only slightly (0.1%) higher than last week's close. We remain in a bullish uptrend channel but are sitting at the bottom of the channel as we wait to see whether the trend continues or whether we fall out of the channel and see a pullback/correction. To date the ~7620 level has acted as effective support. Compared to … [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

Bethe Portfolio Review: 4 June 2026

  "Create a diversified portfolio for a retiree using 12 to 15 low cost ETFs with the goal to withstand a market correction or a recession."  This is the request I made to ChatGPT.  Following is the answer to the request. For a retiree, the portfolio should focus on four objectives: Capital preservation during market declines Reliable income Inflation … [Read More...]

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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]

Gifting a Grandchild

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What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren?  To begin the discussion, assume the proposed gift is $25,000.  Should it be given as a lump sum or spread out over a period of … [Read more]

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