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Kepler Portfolio Update: 14 August 2026

Kepler is the portfolio scheduled for an update this morning.  The major decision at this point is how to best bring the various asset classes closer to the target percentages.  Within the last few days shares of SCHO and SGOV were added to the Kepler.  VTI is the ETF most out of balance, but I am holding off adding more shares as this security is likely to see a major correction sometime over the … [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]

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Millikan Sector BPI Portfolio Review: 3 July 2024

One of the better performing Sector BPI portfolios is the Millikan even though it has only been using the model for 19 months.  We are beginning to build a historical data base we can use to move forward with the model.  Some of this evidence is provided in the following analysis. The latest check of the Bullish Percent Indicator data for the eleven sectors finds no sector is currently positioned … [Read More...]

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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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