ITA Wealth Management

Recent Blog Entry

Kepler Asset Allocation Portfolio Review: 11 September 2026

Kepler is the asset allocation portfolio scheduled for a review this morning.  The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [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

Rutherford Portfolio Review (Tranche 1): 28 July 2023

A quiet week in US equities with the only excitent comming on Thursday with the Fed announcements - but then we settled back down and finished the week very close to last weel's close and still at the top of the 1 SD bounary of the bullish trend channel: Note how, over the past ~2 years prices have rarely moved outside of the 1 SD trend channels - except at the change in trend in February. It … [Read More...]

More Posts from this Category

Categories

Blog Archives

Bullish Percent Indicators: 15 March 2024

By

U.S. Equities were a tad erratic this week as some indexes and sectors of the market performed very well while others took a hit.  Technology stocks were a good example as the NASDAQ and VGT dropped significantly.  Energy on the other hand jumped up … [Read more]

Copernicus Portfolio Review: 15 March 2024

By

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

By

"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]

Popular Posts

General Investment News

Portfolios coming up for review.  Copernicus, Gauss, and Millikan 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