Einstein is entering its fourth month operating under a new asset allocation mix of ETFs. The revised allocation is designed to withstand a major equity draw-down. Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July: Gain of 1.54 percent (1.54%) August: Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]
Gauss Asset Allocation Portfolio Review: 7 November 2025
Gauss is another portfolio using the Asset Allocation Model of investing. This has been a brutal week for U.S. Equities as the S&P 500 is down another one percentage point as I write this blog. We may be near the beginning of a market … [Read more]
Millikan Asset Allocation Portfolio Review: 6 November 2025
Millikan is one of several asset allocation portfolios. The diversification is a tad more expansive in that the Millikan holds a few shares of GLD and BTCO. As the various asset classes approach their target percentages, the goal for the Millikan … [Read more]
Bethe Asset Allocation Portfolio Update: 4 November 2025
Bethe is the portfolio up for review this morning. This portfolio is constructed primarily of equity ETFs and as such is taking a hit this morning. Is this the draw-down we have expected for months or only a momentary pause? To be determined over … [Read more]
Kepler Portfolio Update: 3 November 2025
Kepler and Hawking are the two portfolios here on the ITA blog that are using Closed-End-Funds (CEFs) to populate their respective portfolios. In general we are looking for CEFs that are priced at a discount and throw off a dividend of ~8% to ~12%. … [Read more]
ChatGPT Summary of ITA Wealth Management Blog
I asked ChatGPT this question. What is the ITA Wealth Management blog all about? Below is the summary and I might add, it is quite accurate. The blog of ITA Wealth Management is an independent investment-blog run by a former physics teacher turned … [Read more]
Darwin Portfolio Review: 31 October 2025
US Equities reached new all-time highs again this week as the SPX (S&P 500 Index) closed the week ~0.7% higher than last week's close: After hitting the new highs on Wednesday the markets sold off a little on higher than average volume on … [Read more]
Schrodinger Portfolio Update: 28 October 2025
Once more we examine what activity, if any, is taking place within the Schrodinger portfolio. For new readers the Schrodinger is a Robo Advisor portfolio or one that is managed by computer. The Schrodinger is housed with Schwab and is designated as … [Read more]
Huygens Portfolio Review: 27 October 2025
Huygens is a traditional asset allocation portfolio that has a global diversification. Dividends and new cash additions are used to keep the various assets in balance. As readers will see, the Huygens current needs some rebalancing as will be shown … [Read more]
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