ITA Wealth Management

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Kepler Portfolio Update: 20 October 2026

The Kepler portfolio is moving closer to having all asset classes closer to target each month.  As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection ETFs. At the bottom of this blog post I asked ChatGPT to analyze the Kepler portfolio and make recommendations as to how to improve the asset allocation … [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

Darwin Portfolio Review: 29 December 2023

At the end of 2023 the Darwin Portfolio is showing a profit of 17% (16.4%  annualized IRR) since inception in November 2022. This is not as good as the return on the S&P 500 Index (up 18.5% over the same period) but beats the performance of a more diversified portfolio as exemplified by the AOR Fund (up 12.8%). I therefore take this as a positive sign. The Darwin Portfolio is a low … [Read More...]

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Tentative Asset Allocation Model

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Asset Allocation is a popular investing model when it comes to constructing a portfolio.  What asset classes to include and what percentage of each asset is open for debate and discussion.  In the follow example, titled ITA-AA, I've selected ten … [Read more]

Bullish Percent Indicators: 29 March 2024

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Just as one sunny day does not constitute a summer, nor does one strong market day speak well for an entire week.  Not all indexes and sectors of the market moved up this week as one might have anticipated.  Two of the seven indexes reverted to the … [Read more]

Copernicus Portfolio Review: 29 March 2024

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Passive investing is the name of the game with the Copernicus portfolio.  The philosophy of the Copernicus is to purchase U.S. Equity ETFs when cash is available and to never sell unless there is an emergency.  One major advantage to a no-sell model … [Read more]

Millikan Sector BPI Portfolio: 25 March 2024

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Millikan is the Sector BPI portfolio up for review this morning.  Earlier I checked the sector BPI percentages to see if either Staples or Utilities moving into either the oversold or overbought zone.  No moves requiring any decisions showed up this … [Read more]

Bullish Percent Indicators: 22 March 2024

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Point and Figure charts are unique to Technical Analysis. Bullish Percent Indicator (BPI) data for this week informs us this was a good week for U.S. Equities.  Not every indicator moved up, but the vast majority showed an increase in the percentage … [Read more]

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