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Recent Blog Entry

Schrodinger Portfolio Update: 4 August 2026

Of all the portfolios tracked here on the ITA Wealth Management blog site, the Schrodinger is the most passive.  If you are the owner of an Intelligent Portfolio (Schwab definition) then you are well aware of how little attention one needs to pay to a computer managed portfolio.  The Schrodinger is such a portfolio. New readers to the ITA blog should pay close attention to the Schrodinger … [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

McClintock Sector BPI Portfolio Update: 8 April 2026

McClintock is a relative young Sector BPI portfolio, launched in mid-October of 2023 so it did not experience the correction or market dip in 2022.  In this blog post I show the current holdings, Internal Rate of Return (IRR) performance, risk ratio data, and how well the different sectors performed since 11/01/2023. McClintock Sector ETF Holdings When I last checked the market sectors six were … [Read More...]

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Rutherford-Darwin Portfolio Review: 16 May 2025

May 18, 2025 By hedgehunter Leave a Comment

It was a strong week in the US equity markets with the SPX (S&P 500 Index) closing the week a little over 5% higher than last week's close: … [Read more]

Schrodinger Portfolio Review: 16 May 2025

May 16, 2025 By Lowell Herr 1 Comment

Since the last review Schwab made a number of changes in the Schrodinger.  It is rare for such changes.  I suspect Schwab performed some tax harvesting.  One change was to add a municipal bond ETF, SCMB.  The percentage is so small it will not have … [Read more]

Huygens Portfolio Review: 13 May 2025

May 14, 2025 By Lowell Herr Leave a Comment

Huygens is one of two portfolios using an expanded Asset Allocation (AA) management model.  The other is the computer managed Schrodinger or Schwab's Intelligent Portfolio.  Over the past month the Huygens lost a bit of ground to its benchmark, the … [Read more]

Carson Sector BPI Portfolio Review: 13 May 2025

May 13, 2025 By Lowell Herr 5 Comments

Today's market brings us closer to closing the equity losses from early April.  As one of the Sector BPI portfolios, the Carson experienced only minor losses in April.  Several sectors are currently in the overbought zone and as a result, Trailing … [Read more]

Hawking Portfolio Review: 11 May, 2025

May 11, 2025 By hedgehunter 3 Comments

The Hawking "Income" Portfolio does not require an excess level of attention to manage - it is simply a matter of re-investing dividends/distributions as they become available. With the pullback in prices since the last review in January it has been … [Read more]

Rutherford-Darwin Portfolio Review: 9 May 2025

May 11, 2025 By hedgehunter Leave a Comment

It was a quieter week in the US equity markets with the SPX closing slightly lower (~-0.4%) than last week's close: … [Read more]

Einstein Portfolio Review: 8 May 2025

May 9, 2025 By Lowell Herr Leave a Comment

The Einstein portfolio is a recent entry into the Asset Allocation management model.  The shift was made to improve performance as this has been a struggling portfolio.  One major problem with the Einstein is that monies were withdrawn for … [Read more]

Franklin Sector BPI Portfolio Review: 8 May 2025

May 8, 2025 By Lowell Herr 2 Comments

Franklin is one of three portfolios using the Sector BPI management model.  The other two are:  Carson and McClintock.  The Sector BPI model is not designed for all investors as it requires some tracking and a bit of effort.  If looking for … [Read more]

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Popular Posts

  • Buffett Indicator & Shiller PE Ratio
  • Financial Repression: Part 1
  • Portfolio Diversification: 6 June 2026
  • McClintock Sector BPI Portfolio Update: 2 July 2026
  • Schrodinger Portfolio Update: 8 July 2026
  • Franklin Sector BPI Portfolio Review: 12 May 2026
  • Bethe Portfolio Redesigned: 9 July 2026
  • Carson Sector BPI Portfolio Review: 22 May 2026
  • Franklin Sector BPI Portfolio Review: 14 April 2026
  • Bohr Portfolio Review: 7 July 2026

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts

  • Rutherford-Darwin Portfolio Review: 8 August 2025
  • Franklin Portfolio Review: 21 July 2023
  • Dirac 2026 Portfolio Review: 1 May 2026
  • Gauss Sector BPI Portfolio Review: 24 April 2024.
  • Carson Sector BPI Portfolio Review: 30 April 2024
  • Darwin 2026 Portfolio Review: 1 May 2026
  • Financial Repression: Part 1
  • Rutherford-Darwin Portfolio Review: 17 January 2025
  • Portfolio Hedge: 20 April 2026
  • Gauss Sector BPI Portfolio Review: 25 October 2024
  • Rutherford Portfolio Review (Tranche 3): 1 December 2023

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