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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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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

Gauss Asset Allocation Portfolio Review: 5 February 2025

Gauss is not scheduled for a review until later this month, but since I am shifting this account from a Sector BPI investing model over to a simplified Asset Allocation investing model, I need to get started on the rebalancing process.  The following analysis will walk readers through this process of conversion. Gauss Asset Allocation Portfolio The goal is to eventually narrow the Gauss down to … [Read More...]

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Schrodinger Portfolio Review: 1 March 2024

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Schrodinger is a "do nothing" portfolio in the sense that it is on automatic pilot after it is set up with Schwab.  This portfolio is managed by computer and is built around the principle of Asset Allocation, a long standing investing model designed … [Read more]

Bethe Portfolio Review: 26 February 2024

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The Bethe Portfolio: An Analytical Approach to Sector Investing for Retirement "With retirement planning in mind, the Bethe Portfolio takes an analytical approach to sector investing. By strategically allocating investments across various sectors, … [Read more]

Reworking the Sector BPI Investing Model

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Since the Sector BPI investing model was launched a little over a year ago several tweaks or adjustments have been made to the BPI model.  This blog post explains another adjustment or refinement.  Rather than complicate the model, this version is … [Read more]

Kepler Portfolio Review: 23 February 2024

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Normally I do not review individual portfolios on the weekend as markets are closed and if there are any manual risk adjustments advised they cannot be enacted until the market opens next week.  There are two reasons why the Kepler is reviewed this … [Read more]

Bullish Percent Indicators: 23 February 2024

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Despite a strong day or two this week, Bullish Percent Indicators paint a slightly weak outcome for U.S. Equities.  This is the case for both the broad indexes as well as the individual market sectors. The call for a Buy in Utilities a week ago is … [Read more]

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