ITA Wealth Management

Recent Blog Entry

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...]

Membership

ITA Membership

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 Sector BPI Portfolio Review: 19 January 2024

Bethe is the Sector BPI portfolio reviewed this morning.  This update was scheduled for posting yesterday, but I lost Internet access due to a severe ice storm.  We have been housebound for over a week, but experienced only four electric energy (EE) brownouts so we are extremely fortunate compared to many Portland citizens. Now to the Bethe review.  My preference is to always go over portfolios … [Read More...]

More Posts from this Category

Categories

Blog Archives

Bullish Percent Indicators: 10 May 2024

By

"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

By

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

By

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]

Popular Posts

General Investment News

Portfolios coming up for review.  Pauling, Carson, and Kepler are the critical portfolios next up for review.  Non-scheduled portfolios may be reviewed.  If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading.  Most popular posts are found in the lower left-hand footer.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts