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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 were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues to shed negative news and just … [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

Franklin Sector BPI Portfolio Review: 22 October 2025

Patients paid off as there was action this week in the sectors market.  Materials dipped to a 30% bullish level so I added shares of VAW to each of the three Sector BPI portfolios of which Franklin is one.  Not showing up in the first screenshot is the addition of another two shares of SHV so the cash is nearly zero. … [Read More...]

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Bohr Asset Allocation Portfolio: 22 October 2024

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The Bohr portfolio is slowly coming into balance according to the Asset Allocation plan.  This morning I sold all share of VTI as over 85% of the stocks in VTI are also in VOO.  The remaining percentage can be found in VO and VB.  These last two ETFs … [Read more]

Franklin Sector BPI Portfolio: 17 October 2024

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It has been nearly two years since the Franklin portfolio began using the Sector BPI investing model.  Over this period the portfolio managed to keep pace with the S&P 500 (SPY) index, a major goal for these Sector BPI portfolios. Since the last … [Read more]

Schrodinger Portfolio Review: 16 October 2024

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Before delving into the Schrodinger review, SCHA, SCHF and FNDA experienced stock splits of 2 for 1 while FNDX and SCHX split 3 for 1.  If you are working with the Investment Account Manager the stock split entry point is Transitions and Global … [Read more]

Bethe Portfolio Review: 15 October 2024

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Bethe is scheduled for an update this morning.  I may have mentioned in a comment that I plan to simplify the Asset Allocation portfolios.  More on this in a bit. If you Google building a portfolio using Asset Allocation (AA) you will find a wide … [Read more]

Copernicus Portfolio Review: 14 October 2024

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This morning I am updating the high risk equity only Copernicus, an investing model designed for young investors or someone who has at least 15 to 20 years of future savings.  High risk is defined as investing only in equities (stocks) while shunning … [Read more]

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