ITA Wealth Management

Recent Blog Entry

Millikan Portfolio Review: 27 July 2026

"Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows." — Jim Rogers Millikan is the "recession resistant" portfolio up for review this morning. Before diving into the analysis let me attempt to write down a few ideas when trying to deal with this high market. "How should I prepare for a possible recession or at least a market correction?"  Corrections … [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

Gauss Portfolio Review: 28 April 2025

  Gauss is one of the simplified Asset Allocation portfolios in that only four ETFs are used.  SHV is used as a holding basket when cash becomes available.  Due to the chaotic market I set TSLOs under VOO and SCHG as I assume the current administration will make several mistakes that will have a negative impact on both U.S. and International markets.  The Gauss may end up holding shares in … [Read More...]

More Posts from this Category

Categories

Blog Archives

Bohr Asset Allocation Portfolio: 22 October 2024

By

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

By

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

By

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

By

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

By

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]

Popular Posts

General Investment News

Portfolios coming up for review.  Millikan, McClintock, Huygens, Bohr, Schrodinger, Bethe, Franklin, and Pauling 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