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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

Gauss Sector BPI Portfolio Review: 9 May 2024

With 1.5 year of data, the Gauss portfolio is performing quite well using the Sector BPI model.  It appears as if the longer one uses the Sector BPI model the better the performance.  Market action during the last few years might be the contributing factor.  As I've frequently stated, we need to go through a few more sector buy/sell cycles before we move out of the hypothesis phase of this … [Read More...]

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Copernicus Portfolio Review: 21 January 2025

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"An investment in knowledge pays the best interest." - Benjamin Franklin Copernicus is one of the easiest portfolios to manage as all one does is invest available cash in U.S. Equities.  Never sell unless there is an absolute emergency. If one were … [Read more]

Einstein Portfolio Review: 16 January 2025

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Of the thirteen (13) portfolios I track here on the ITA blog, Einstein is the poorest performer based on both return and risk.  As readers will recall, the owner of this portfolio needed resources for educational purposes and those funds were … [Read more]

Millikan Portfolio Review: 15 January 2025

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"Millikan is a portfolio that focuses on asset allocation and tax reduction strategies. It provides insight and recommendations for optimizing investment portfolios and minimizing tax liabilities. Through meticulous analysis and expert guidance, … [Read more]

Gauss Portfolio Review: 14 January 2025

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The following paragraph within the quotes was AI generated.  "Hello! We hope this message finds you well. We are excited to share with you our latest portfolio review. Our team has been working diligently to analyze the market trends and fine-tune … [Read more]

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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.

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