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Schrodinger Portfolio Review: 15 May 2026

Since the last review the computers at Schwab rebalanced the Schrodinger by adding shares to large cap equities and bonds.  Considering this overbought market both additions are somewhat puzzling.  However, I'm not going to quibble as the performance since 12/31/2021 has been excellent.  The … [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]

Sector BPI

Millikan Portfolio Review: 23 August 2023

Millikan is another Sector BPI Plus portfolio.  This portfolio began as a Dual Momentum™ model portfolio and I shifted it over to the Sector BPI model as the hypothesis seemed to be stronger than the DM approach.  More … [Read More...]

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Occam’s Razor and Investing

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This image depicts bright blue newly formed stars that are blowing a cavity in the centre of a fascinating star-forming region known as N90. The high energy radiation blazing out from the hot young stars in N90 is eroding the outer portions of the … [Read more]

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