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Darwin Portfolio Review: 2 October, 2026

US Equities, as represented by the SPX (S&P 500 Index), ended the week at about the same spot as they were at last week's close despite selling earlier in the week: I suspect this selling might have been a reflection of Fund managers selling losing positions at the end of the quarter to prepare the books for the next quarter and to harvest losses for end-of-year tax reporting purposes. We … [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

Darwin 2026 Portfolio Review: 16 January 2026

Over the past week, US Equity markets continued to consolidate in a narrow range around the ~6950 level in the SPX (S&P 500 Index), closing ~0.3% lower than last week's close despite hitting new all-time highs on Tuesday and trading above average volumes: Compared to other major asset classes this was the weakest performance of the group: … [Read More...]

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Closed End Funds (CEFs): 19 May 2025

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Have you been following the Hawking Portfolio?  If not, you may want to give a close looking to this unique approach to investing.  If income is of interest then investing in Closed End Funds (CEFs) is definitely an option.  Before launching into … [Read more]

Schrodinger Portfolio Review: 16 May 2025

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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

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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]

Hawking Portfolio Review: 11 May, 2025

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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]

Einstein Portfolio Review: 8 May 2025

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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]

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