With so much material now available on the ITA Wealth Management site, it is time to once more help readers know how to best navigate this blog so as to derive useful information for readers managing their own portfolio(s). ITA has a powerful search engine. Suppose you are interested in Sector BPI investing information. First, there are three portfolios managed using this investment strategy … [Read More...]
Pauling Portfolio Update: 13 July 2026
The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down. Interest rates moved up for the 30-year bond as there … [Read more]
Darwin 2026 Portfolio Review: 10 July 2026
US Equity markets rose ~1.4% this week from last week's close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: … [Read more]
Franklin Sector BPI Portfolio Update: 10 July 2026
Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog. Investors interested in this model should follow the Carson and McClintock portfolios as well as this one. In addition, when there is a Buy or Sell … [Read more]
Bethe Portfolio Redesigned: 9 July 2026
Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix. What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market … [Read more]
Schrodinger Portfolio Update: 8 July 2026
Schrodinger is the Robo Advisor (RA) portfolio housed with Schwab. This computer managed portfolio is performing exceptionally well despite carrying between 7% and 8% cash at all times. I highly recommend a family include at least one RA portfolio … [Read more]
Bohr Portfolio Review: 7 July 2026
Bohr is the Asset Allocation portfolio up for review this morning. As readers will see in a moment, most of the asset classes are below target and that is intentional. With the current stock market this high and so narrowly confined to a few stocks … [Read more]
Dirac 2026 Portfolio Review: 2 July 2026
I only made one adjustment to the Dirac Portfolio this week by selling my position in XLB (Materials) as both momentum and acceleration turned negative … [Read more]
Darwin 2026 Portfolio Review: 2 July 2026
This week saw a bounce off the 50-period Exponential Moving Average (EMA) line and a continuation of the bullish trend for US Equities as prices remain in a 4-month uptrend channel in the SPX (S&P 500 Index): … [Read more]
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