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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

Bethe Portfolio Review: 23 May 2025

Bethe is another portfolio using the truncated asset allocation model.  A maximum of five Exchange Traded Funds (ETFs) are used to populate the Bethe. The down market this morning resulted in selling shares of VOO and investing in SHV, a short-term treasury.  Erratic tariff threats are once more roiling the stock and bond markets.  I had a Trailing Stop Loss Order (TSLO) set for VOO and that … [Read More...]

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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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