ITA Wealth Management

Recent Blog Entry

Einstein Portfolio Update: 27 October 2026

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...]

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 Sector BPI Portfolio Update: 13 November 2023

During the last two weeks in October I spent a significant amount of time repositioning and rebuilding portfolios into the Sector BPI investing model.  Kepler is one such example and I'm not quite there as Materials (VAW) is only half filled based on the recommendation visible in the first screenshot below.  Instead of picking up shares at market I use limit orders and there are still outstanding … [Read More...]

More Posts from this Category

Categories

Blog Archives

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]

Franklin Portfolio Review: 31 January 2025

By

Franklin is the Sector BPI portfolio up for review this last day of January.  Of the portfolios I track here on the ITA investment blog, the Sector BPI investing model requires the most attention to details.  Even so, it is a rather simple investing … [Read more]

Bohr Portfolio Review: 27 January 2025

By

The most important key to successful investing can be summed up in just two words - asset allocation. Michael LeBoeuf With few exceptions such as Developed International Equities (VEA) the Bohr portfolio is gradually coming into balance.  In a few … [Read more]

Popular Posts

General Investment News

Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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