ITA Wealth Management

Recent Blog Entry

Huygens Portfolio Review: 31 July 2026

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders are in place to purchase more shares of VTI and VYM.  … [Read More...]

Membership

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]

Portfolio Management

Darwin 2026 Portfolio Review: 15 May 2026

Yet another week with new all-time highs in the US Equity markets: After breaking through the potential resistance level of ~7400 on Wednesday, Thursday saw a strong move to the 7500 level where it hit new resistance at this phsychologically important (big round number) level. This may well be an example of a "blow-off" top and/or simply short covering by traders who were short at levels in the … [Read More...]

More Posts from this Category

Categories

Blog Archives

Bullish Percent Indicators: 7 February 2025

By

Bullish Percent Indicator data was last published on January 10th of this year.  There was little need to publish anything over the last month as no sector action impacted any of the Sector BPI portfolios.  There was one day when Staples dipped into … [Read more]

Schrodinger Portfolio Review: 6 February 2025

By

Once more it is time to update the highly touted Schrodinger portfolio.  This account is a Schwab "Intelligent Portfolio" managed by computer.  I think of this style of portfolio as a Robo Advisor portfolio.  As an investor interested in setting up … [Read more]

Bethe Portfolio Review: 4 February 2025

By

With chaos emerging from the "Dunning-Kruger Administration" every day, what should investors be doing with their retirement accounts?  A reasonable question.  If you are young and are taking the long view, root for the market to decline so you can … [Read more]

Franklin Portfolio Review: 31 January 2025

By

Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing … [Read more]

Popular Posts

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