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Pauling Portfolio Update: 13 July 2026

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues to shed negative news and just … [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 3): 29 December 2023

It was a quiet, holiday shortened, week in the markets with the S&P 500 Index drifting slightly higher by ~0.3% toward the all-time highs of 2 years ago of ~4800 in the SPX: However, Santa could not pull us through the strong resistance at this level and we need to wonder whether he has turned around to head home. The above chart shows 4 major trends over the past 2 years, although it might … [Read More...]

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Darwin Portfolio Review: 17 May, 2024

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The Darwin Portfolio is an "All-Weather" Portfolio built from 5 ETFs representing diversification in 5 major asset classes. The portfolio also hold a ~10% allocation to "volatility" as an asset class providing even more diversification. Allocations … [Read more]

Bullish Percent Indicators: 17 May 2024

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Bullish Percent Indicator (BPI) data points to another strong week for U.S. Equities.  While Energy dropped out of the overbought zone, two other sectors moved above the 70% critical bullish line.  The month of May is off to a much better start than … [Read more]

Schrodinger Portfolio Review: 16 May 2024

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One of my favorite portfolios, the Schrodinger, is scheduled for review this morning.  Why is it a favorite?  1) It is easy to manage as there is nothing to do but save.  2) Performance is excellent.  3) It is tax efficient if the account is greater … [Read more]

Copernicus Portfolio Review: 13 May 2024

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Next to the Schrodinger Intelligent Portfolio the Copernicus is the easiest portfolio to manage as all one needs to do is save and invest in one of several U.S. Equities ETFs.  Unless there is an emergency, never sell.  This investment management … [Read more]

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