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Einstein Portfolio Update: 14 July 2026

What to do with a poor performing portfolio?  Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target.  Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down.  It … [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: 8 May 2026

Bethe is another portfolio built around the idea Financial Repression is in the future and needs to be faced and taken into account through portfolio construction.  In the second screenshot you will see the current portfolio beta is very low.  This simply means as currently constructed, the Bethe will move up or down approximately 1/3 as fast as the S&P 500.  If the market continue to climb … [Read More...]

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Copernicus Portfolio Review: 23 February 2024

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Today we return to the review of one of my two favorite portfolios.  The other is the Schrodinger.  Why do I look with favor upon the Copernicus?  It is simple to manage and it is an excellent portfolio for those 10 or more years away from … [Read more]

Secure Act 2.0 IRA Charitable Annuity

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Secure Act 2.0 IRA Charitable Annuity is a relative new addition to the basic IRA program.  I'm providing several links for interested readers in this one-time charitable contribution of $53,000.  The idea is the following.  An individual is … [Read more]

Bullish Percent Indicators: 16 February 2024

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Bullish Percent Indicators are a different way of examining the behavior of the securities market.  Keep in mind that the two tables shown below concentrate on U.S. Equities.  The top table looks at seven broad indexes and there are plenty of … [Read more]

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