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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

Risk Management

Although we regularly emphasize the importance of Risk Management on this site I often worry that members may feel that we do not provide definitive solutions as to how this should be achieved, despite the fact that we make available tools such as the position sizing spreadsheet. The reason for this is that there is no definitive answer and that a solution that might be acceptable to one Party may … [Read More...]

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Bullish Percent Indicators: 21 June 2024

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What happened to U.S. Equities this past week?  Lifetime and Platinum members will see that little action took place other than a slight decay in performance for small- and mid-cap stocks.  The first table lays out the broad picture while the second … [Read more]

Gauss Sector BPI Portfolio Review: 20 June 2024

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Gauss is the Sector BPI portfolio scheduled for review this first day of summer.  The Gauss uses a few more equity ETFs than some of the other Sector BPI portfolios in that developed international and emerging market equities are investment options.  … [Read more]

Bullish Percent Indicators: 14 June 2024

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Bullish Percent Indicators were mixed this week.  Both major indexes (NYSE and NASDAQ) declined in the number of bullish stocks.  Large tech stocks performed well as we see improvement in the NASDAQ 100.  We do not see broad strength in the U.S. … [Read more]

If Starting Over

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What advice would I pass on to a beginning investor?  Is this advice applicable for a retired investor?  You be the judge. Investing does not require a finance degree from the University of Chicago.  For starters, check out this video to see just … [Read more]

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