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Pauling Portfolio Review: 7 August 2026

  "The first rule of compounding is to never interrupt it unnecessarily." - Charlie Munger Before getting into the analysis let me apologize for the blog being down.  Apparently one of the plugins interfered with the site loading.  Fortunately this blog site is housed where there is excellent support. Now on to the analysis of the Pauling.  Over the last few months I have been adjusting … [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

Rutherford Portfolio Review (Tranche 5): 26 May 2023

US Equities are still having a problem getting through the resistance zone at ~4200 level - despite the strong performance of techology stocks over the past week. The S&P 500 index (SPX) had a volatile week with a small gain: that keeps US equities near the top of the performance list over the past week: with most asset classes showing losses. Current holdings in the Rutherford Portfolio … [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]

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