ITA Wealth Management

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Copernicus Portfolio Update: 12 February 2026

Copernicus, the all equity portfolio, is back for an update or review.  I've backed off from investing only in VOO or the S&P 500.  Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index.  Let one of the ten (10) sneeze … [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

Bullish Percent Indicators: 12 January 2024

This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call … [Read More...]

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Bullish Percent Indicators: 30 June 2023

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We end the second quarter of 2023 on a strong note with the vast majority of indexes and sectors bullish.  The "Misery Index" stands at 7.7 or one of the lower values for an administration approaching reelection for a second term. New … [Read more]

Copernicus Portfolio Update: 28 June 2023

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After updating a few lackluster portfolios, it is refreshing to review a strong yet simple portfolio.  Other than the Schrodinger where the owner does noting but save, the Copernicus comes in a close second for simplicity. Copernicus Investment … [Read more]

Bethe Portfolio Review: 27 June 2023

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The following Bethe update is not so much where the portfolio is currently.  Rather, it is the direction the portfolio is moving in the future.  Currently, the Bethe holds a high percentage of the portfolio in income generating CEFs.  While I have … [Read more]

Bullish Percent Indicators: 23 June 2023

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  While this past week was purported to be one of the weakest weeks for equities since last March, the Bullish Percent Indicators paint a slightly less pessimistic picture.  While every major index, with exception of the two Dow indexes, … [Read more]

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