ITA Wealth Management

Recent Blog Entry

Millikan Portfolio Review: 20 August 2026

If you are looking for a conservative portfolio look no further than the Millikan.  Before digging into the Millikan details, just a word about the above photo.  There is an 11 million dollar renovation project under way where we are living and the above gravel truck was interesting in that the operator controlled the boom via blue-tooth so he could scatter the gravel where needed.  Quite the … [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

Kepler Portfolio Review: 15 October 2025

As I am updating and reviewing portfolios, thus far Kepler is the only portfolio that did not show a profit during the month of September.  Kepler happens to be the only portfolio using Closed-End-Funds.  I need to remind readers that the Hawking is also a CEF driven portfolio and appears to be performing better than the Kepler.  Despite all the third quarter dividends, the Kepler lost money so … [Read More...]

More Posts from this Category

Categories

Blog Archives

2025: A Year To Simplify

By

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

By

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

By

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

By

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]

Popular Posts

General Investment News

Portfolios coming up for review.  Kepler, McClintock, Huygens, and Bohr 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