ITA Wealth Management

Recent Blog Entry

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...]

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

Bethe Asset Allocation Portfolio Review: 25 February 2025

Bethe is a rather new Asset Allocation portfolio and as such has a long way to go before the various asset classes are in balance.  Asset classes that are far above their target percentages are for sale while lower volatility asset classes such as BND, BNDX, and SHV are the dividend paying ETFs I am building up toward their target percentages. Bethe Asset Allocation Portfolio Below is the latest … [Read More...]

More Posts from this Category

Categories

Blog Archives

Kepler Portfolio Review: 13 February 2025

By

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

By

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

By

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

By

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

By

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]

Popular Posts

General Investment News

Portfolios coming up for review.  Carson, Pauling, and Kepler 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