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Einstein Portfolio Review: 3 September 2026

Einstein is entering its fourth month operating under a new asset allocation mix of ETFs.  The revised allocation is designed to withstand a major equity draw-down.  Here is information on the first three months of operation. June: Loss of 0.92 percent (-0.92%) July:  Gain of 1.54 percent (1.54%) August:  Gain of 1.58 percent (1.58%) As readers you will see that the portfolio is … [Read More...]

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Portfolio Management

Carson Sector BPI Portfolio Update: 21 November 2025

Managing Sector BPI portfolios requires patience as it is not unusual to wait months before we see a Buy or Sell signal.  In the last two to three months we have had sector action as a number of sectors dipped into the oversold zone.  In other words, several sectors moved below the 30% bullish line or were so close to oversold I placed limit orders.  As a result the Carson is now invested in six … [Read More...]

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Copernicus Portfolio Review: 15 March 2024

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Next to the Schrodinger the Copernicus is the easiest portfolio to manage and consistently one of the top performing portfolios tracked here at ITA Wealth Management.  The Copernicus investing model is to purchase U.S. Equities and never sell unless … [Read more]

Schrodinger Portfolio Review: 13 March 2024

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"Performance data represents past performance, and may not reflect future investment returns." - U.S. Securities and Exchange Commission Schwab's Intelligent Portfolio, Schrodinger, is up for review this morning.  Almost no action took place over … [Read more]

Bullish Percent Indicators: 8 March 2024

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Innovation is the ability to see change as an opportunity - not a threat. - Anonymous "In the realm of sector investing, Bullish Percent Indicators (BPI) serve as valuable analytical tools. These indicators help investors gauge the overall sentiment … [Read more]

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