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Einstein Portfolio Update: 27 October 2026

If you are looking for a simple eight (8) asset allocation portfolio, Einstein is the example.  I am in the process of reducing the number of asset classes so all are currently not in balance.  Below I will go through the process of how I intend to bring the various assets (ETFs) into balance. Einstein Holdings The following portfolio, when in balance, will come close to Vanguard's 30/70 … [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

Gauss Sector BPI Portfolio Review: 4 March 2024

"Pay tax on what you take, not what you make." - Warren Buffett Gauss is the portfolio up for review this morning.  Simplicity is the direction I'm moving with this Sector BPI portfolio as well as the other portfolios I track here at ITA.  Eventually ESGV, VEA, and VWO will be removed leaving the eleven sector ETFs as well as VTI and VOO. This is a quick review as no major recommendations are in … [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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