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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

Gauss Portfolio Review: 5 March 2026

Gauss is the portfolio up for review today.  The owner of this portfolio is not contributing significant amounts of cash each month so the re-balancing will need to come from dividends and interest income. Gauss is a very conservative portfolio as one can see from the low beta value of 0.27.  Conservative is defined in this case as low volatility. … [Read More...]

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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]

Hawking Portfolio Review: 10 May, 2024

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Since my last review of the Hawking Portfolio I have added positions in ACRE (Real Estate) and FSK (Business Development Organizations). Both were "falling knives" that I tried to catch, sometimes unsuccessfully (ACRES - that I will say a little more … [Read more]

Bullish Percent Indicators: 10 May 2024

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"Bullish Percent Indicators are technical analysis tools used in financial markets to gauge the overall sentiment of investors. They are represented by Point and Figure graphs, which track the percentage of stocks in a given market or index that are … [Read more]

Portfolio Performance Update: 9 May 2024

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Exactly three months ago I published ITA portfolio performance data.  This blog is an update of that data.  A link to the February data is linked below so readers can compare performance of the different portfolios.  Several changes occurred since … [Read more]

Gauss Sector BPI Portfolio Review: 9 May 2024

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With 1.5 year of data, the Gauss portfolio is performing quite well using the Sector BPI model.  It appears as if the longer one uses the Sector BPI model the better the performance.  Market action during the last few years might be the contributing … [Read more]

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