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Schrodinger Portfolio Update: 2 October 2026

Selling shares within the Schrodinger is so rare it merits taking notice.  Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB).  This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a Robo Advisor portfolio managed by computers at Schwab.  The … [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

Rutherford Portfolio Review (Tranche 1): 23 August 2024

It has been a wild month in the US Equity markets with significant volatility - but we are currently back near the all-time highs that we saw in July: The range that we have seen in in the last few weeks extends far outside the "normal" 2 Standard Deviation range (indicating significant nervousness in the markets) and we now wait to see where we go from here now that the Jackson Hole meetings are … [Read More...]

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Kepler Portfolio Review: 13 February 2025

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Kepler is the small portfolio up for review this morning.  The owner is rebuilding this portfolio as it looks like all educational expenses are in the rear view mirror.  As readers will see in the following update, this portfolio is finally coming … [Read more]

Einstein Portfolio Update: 11 February 2025

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Einstein is the portfolio up for review this morning.  As mentioned in a prior blog post the owner of the Einstein needed educational funds at the wrong time based on market action.  Selling shares in a down market is not conducive to producing good … [Read more]

Bullish Percent Indicators: 7 February 2025

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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

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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

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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]

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