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Copernicus Portfolio Update: 24 December 2025

Merry Christmas Copernicus is the last portfolio up for review before Christmas.  The major change is to reduce holdings in VOO and shift the percentage over to RSP.  The reason for this move is to reduce exposure to mega-cap stocks that are over-valued and to increase exposure to mid- and … [Read More...]

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ITA Membership

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]

Critical Material

Portfolio Summary: 16 January 2023

This blog post is a review for long-time members.  New members may not be aware of the different investing models used here at ITA.  The following list does not include the portfolios reported on by Hedgehunter. ITA Wealth Management Portfolios Schrodinger Portfolio:  I begin … [Read More...]

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Hawking Portfolio Review: 4 August 2023

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The Hawking Portfolio is a "Buy-and Hold" Income generating portfolio built using Closed End Funds (CEFs) with high distributions. Usually, the only action required is to re-invest the dividends received so as to promote geometric growth. Current … [Read more]

Darwin Portfolio Review: 4 August 2023

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The Darwin Portfolio is an "all-weather" portfolio that it adjusted, as necessary, on the basis of risk parity. Performance to date looks like this: 0r, in stacked format: The discontinuities in the graphs correspond to allocation … [Read more]

Bullish Percent Indicators:

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August opened with a poor week for U.S. equities.  All the major indexes are down while sectors are a mixed bag.  When working through the following tables, check the right-hand side (X's and O's) for a peek into broad … [Read more]

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