If you are looking for a simple eight (8) asset allocation portfolio, Einstein is the example. I am in the process of reducing the number of asset classes so all are currently not in balance. Below I will go through the process of how I intend to bring the various assets (ETFs) into balance. Einstein Holdings The following portfolio, when in balance, will come close to Vanguard's 30/70 … [Read More...]
Rutherford-Darwin Portfolio Review: 14 February 2025
It was another week of choppy sideways movement in US equities although the SPX did close higher by ~1.5% and close to the all-time highs that have been providing strong resistance over the past 3 months: However, we remain well within the bullish … [Read more]
Carson Sector BPI Portfolio Review: 14 February 2025
Happy Valentine's Day Today marks the 17th anniversary of the ITA Wealth Management blog. Posts do not go back to 2008 as the site was hacked around 2013 by a Swedish hacker causing the loss of over 1000 posts. I moved to a more secure server … [Read more]
Kepler Portfolio Review: 13 February 2025
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
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]
Rutherford-Darwin Portfolio Review: 7 February 2025
Another rather volatile week in US equity markets with no clear indication of a short-term trend: ..... although we remain in the longer term uptrend channel that started last May. We have now been churning sideways for the past 3 months. US … [Read more]
Bullish Percent Indicators: 7 February 2025
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
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]
Millikan Asset Allocation Portfolio Update: 5 February 2025
The Millikan portfolio is the other Sector BPI portfolio I am switching to a simplified asset allocation investment model. It will likely take a few more reviews before the portfolio is in balance. The current beta is 0.71. When in total balance … [Read more]
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