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Pauling Asset Allocation Portfolio Review: 9 September 2026

Pauling is an asset allocation portfolio set up to generate dividends.  It is also a portfolio where the asset classes are consolidated or tilted toward value rather than growth.  This is in keeping with the latest Vanguard recommendation of what the stock market is likely to look like over the next ten years. Check out this video. Pauling Security Holdings Here are the holdings in the Pauling … [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

Pauling Portfolio Review: 6 August 2025

Pauling is another mini-asset allocation portfolios where the number of ETFs populating the portfolio are limited.  In anticipation of a slower economy when third and fourth quarter economic reports come out, I've concentrated on building up short-term treasuries in a number of portfolios. If managing a family portfolio, my recommendation is to diversify across the globe and do it through a … [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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Portfolios coming up for review.  Pauling, Carson, and Kepler 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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