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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.  A Lifetime membership grants readers access to the … [Read More]

Portfolio Management

Improving the Sector BPI Investing Model

This Hubble image gives the most detailed view of the entire Crab Nebula ever. The Crab is among the most interesting and well studied objects in astronomy. This image is the largest image ever taken with Hubble's WFPC2 camera. It was assembled from 24 individual exposures taken with the NASA/ESA … [Read More...]

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Darwin Portfolio Review: 2 June 2023

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The Darwin Portfolio is an "All-Weather" portfolio with a dash of volatility. Performance to date (since lowering volatility target levels last November) looks like this: The large "jumps" correspond to periodic allocation adjustments to risk parity … [Read more]

Hawking Portfolio Review: 2 June 2023

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The Hawking Portfolio continues to outperform the AOR benchmark Fund over the long term despite giving back a lot of it's lead from the February highs: We are still trying to recover from the ~25% Draw-Down experienced in 2022. Current holdings … [Read more]

Bullish Percent Indicators: 2 June 2023

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Friday's strong market turned out to be a positive injection for the U.S. Equities market.  International ETFs benefited as well.  This reaction to the debt limit solution is reflected in the first screenshot below.  What is somewhat surprising is … [Read more]

Schrodinger Portfolio Review: 1 June 2023

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The Schrodinger is an excellent portfolio to lead off June as it is a "no decision" portfolio designed for investors who have no interest in the workings of the stock market.  Managed by computers at Schwab, the Schrodinger is known as a Robo Advisor … [Read more]

Bethe Portfolio Review: 30 May 2023

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Before getting into the review of the Bethe portfolio the photo above reminds me of when Memorial Day was referred to as Decoration Day.  This was a day to decorate graves, particularly of fallen war soldiers.  Small towns celebrated the day with a … [Read more]

Franklin Sector BPI Plus Update: 26 May 2023

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Franklin is the Sector BPI portfolio I'm examining today.  Before progressing further I need to warn readers that Yahoo once again fiddled with their downloading codes so the Kipling data is not current.  In fact it is a week old.  This problem poses … [Read more]

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Portfolios coming up for review.  Schrodinger, Einstein, Bethe, Carson, and Gauss 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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