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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

Schrodinger Portfolio Review: 11 April 2025

Schrodinger is the gold standard when it comes to passive investing.  This portfolio answers the question, "Who will manage the family portfolio when I die?"  This style portfolio goes by several titles.  The general classification is Robo Advisor where the portfolio is managed by computer.  Eventually I expect Artificial Intelligence will be or is currently being used as an aid in management.  … [Read More...]

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Bullish Percent Indicators: 15 March 2024

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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

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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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Portfolios coming up for review.  Franklin, Einstein, Bohr, and Schrodinger 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.

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