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Huygens Portfolio Review: 28 August 2026

Few changes are planned for the Huygens, a portfolio set up to withstand a major drawdown.  A large percentage of the portfolio is dedicated to short-term treasuries, dividend oriented and inflation protection ETFs. Huygens Security Holdings Below are the current holding for the Huygens.  As constructed, this is a very conservative portfolio with a low beta of 0.189.  Should the market move up, … [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

Schrodinger Portfolio Update: 24 February 2026

We begin the last week of February with an update of the Schrodinger, the single Robo Advisor portfolio tracked here on the ITA blog.  The Schrodinger has been operating for approximately 8.5 years.  I use a start date of 12/31/2021 in order to compare the performance with much younger portfolios. Over the past four plus years this computer managed portfolio has performed very well despite the … [Read More...]

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Hawking Portfolio Review: 8 January, 2025

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Not a lot of action here as this is essentially a Buy-And-Hold Portfolio with a re-investment of dividends ($2,000+ since the last review). Current holdings look like this: with an anticipated 12% annual yield - or over $1,000 per month "income" … [Read more]

Einstein Portfolio Update: 8 January 2025

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As we move into 2025 portfolios such as the Einstein will move toward greater simplification.  After a number of years of observation it is the most basic of asset allocation portfolios that are performing best, both from Internal Rate of Return data … [Read more]

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]

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Portfolios coming up for review.  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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