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Gauss Portfolio Update: 12 October 2026

Gauss is the asset allocation portfolio up for review this morning.  As readers will see in the first screenshot, the Gauss focuses on value equities and dividend producing ETFs.  The large cash holding is temporary as limit orders are in place to pick up more shares.  Check the second screenshot. If you are not able to read this blog, register as a subscriber.  The ITA blog is free to all … [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

Kepler Sector BPI Portfolio Review: 26 March 2024

Kepler is another Sector BPI portfolio once managed using a Relative Momentum model.  When the performance lagged I finally made the switch to the Sector BPI model.  To see how this move is working out be sure to check on the very last screenshot of this blog post. If you signed up as a Guest, wait a few hours to be elevated to the Platinum level so you can read all the blog posts.  ITA Wealth … [Read More...]

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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]

Schrodinger Portfolio Review: 2 January 2025

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While this Schrodinger post is going up on January 2nd, the data is accurate as of 31 December 2024.  The overall performance is quite strong despite the four percentage point loss in December.  This post of the Schrodinger marks the three-year point … [Read more]

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Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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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