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Einstein Portfolio Update: 14 July 2026

What to do with a poor performing portfolio?  Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target.  Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down.  It … [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

Bethe Portfolio Review: 11 February 2026

Bethe is one of numerous Asset Allocation (AA) investing models tracked and managed here at Investment Trend Analysis (ITA).  While the Bethe is not fully in balance, the shares of the different ETFs are making their way toward the target percentages.  I had hoped to have all the AA portfolios in balance by the end of 2025.  Bethe is one portfolio that has yet to meet this goal. Bethe Asset … [Read More...]

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2025: A Year To Simplify

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Just as Hedgehunter is making a few portfolio changes, 2025 is a year for a few changes in several ITA portfolios.  Those that will remain unchanged, at least for now, are:  Copernicus, Schrodinger, and Carson.  Each of these three portfolios uses a … [Read more]

Darwin Portfolio Review: 3 January 2025

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I do not post a review of the Darwin Portfolio very often because I rarely adjust it and it behaves, for the most part, like a Buy-And-Hold Portfolio. The Portfolio holds a handful of ETFs covering different market segments to provide diversification … [Read more]

Bethe Asset Allocation Update: 6 January 2024

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Bethe is the Asset Allocation portfolio up for review this morning.  The last five weeks have not been what we wish for in portfolio performance and the weakness is showing up in this update of the Bethe.  Unrest in the energy sector continues to … [Read more]

Schrodinger Portfolio Review: 2 January 2025

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While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024.  The overall performance is quite strong despite the four percentage point loss in December.  This post of the Schrodinger marks the three-year point … [Read more]

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