Exactly 10 years ago the Bethe was launched. To permit performance comparisons among the various ITA portfolios 12/31/2021 is the launch date as it was late 2021 when the youngest portfolio began. Over the past 10 years withdrawals were needed by the owner of this portfolio and that diminished overall performance. The Bethe is now in a rebuilding phase. Bethe Security Holdings Below is a … [Read More...]
Schrodinger Portfolio Review: 5 June 2025
Near the beginning of each month I generally update the Schrodinger portfolio as it requires no maintenance. Computers do all the management work as this is a Robo Advisor portfolio housed at Schwab. All the owner needs to do is save and … [Read more]
Franklin Sector BPI Portfolio Review: 4 June 2025
Franklin is the Sector BPI portfolio up for review. Included in this blog post is evidence of the viability of the Sector BPI investing model. Based on all the uncertainty surrounding the current administration I will be making some slight changes … [Read more]
Rutherford-Darwin Portfolio – Restructuring the Management Plan Part 2A: Asset Allocation and Risk Management
In part 2 of this series of posts on how I intend to construct and manage the Rutherford-Darwin portfolio going forward (https://itawealth.com/rutherford-darwin-portfolio-restructuring-the-management-plan-part-2-asset-allocation-and-risk-management/ … [Read more]
Bohr Portfolio Review: 4 June 2025
As with several other ITA portfolios, capital preservation is of significant importance to the owner of the Bohr portfolio. As a result there is a willingness to give up potential returns during these uncertain times. The on again, off again tariff … [Read more]
Copernicus Portfolio Review: 2 June 2025
While this review of the Copernicus portfolio occurs in June, the data more appropriately belongs to May. Take that into consideration as you read this update. As followers of this portfolio know, this is a passive portfolio that focuses on … [Read more]
Rutherford-Darwin Portfolio Review: 30 May 2025
This week I will go through the first full review of the Rutherford-Darwin Portfolio since the introduction of my new Management Plan ~ two weeks ago. This period has been devoted to setting up the portfolio to the point where I can review all the … [Read more]
Selecting Closed End Funds (CEFs)
Thanks to Lee Cash, more information is available when it comes to identifying which CEFs to include in a portfolio. Below are the two primary screens I will be using in the future to aid in the selection of CEFs. The first Internet source [CEF … [Read more]
Bullish Percent Indicator: 30 May 2025
It has been several weeks since I last posted Bullish Percent Indicator (BPI) data. No changes were recommended during this period, but this week the Communications sector moved into the overbought zone. Portfolios holding VOX were alerted to … [Read more]
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