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Einstein Portfolio Update: 14 July 2026

What to do with a poor performing portfolio?  Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target.  Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings The asset allocation model is set up to resist a market draw-down.  It … [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

Carson Sector BPI Portfolio: 21 March 2024

"Fund expenses have a direct impact on investment returns." Carson, the oldest Sector BPI portfolio, is the account up for review today.  With U.S. Equities pushing the upper limits no sectors are positioned in the oversold zone.  In these market conditions investments focus of using available cash to populate VTI and VOO.  As you may recall, adding U.S. Equity ETFs to the investment quiver was a … [Read More...]

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Einstein Portfolio Review: 29 January 2024

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Einstein is the Sector BPI portfolio up for review this morning.  One change made to the investment quiver is the addition of Developed International Equities (VEA) and Emerging Market Equities (VWO).  Neither asset class is currently recommended for … [Read more]

Bullish Percent Indicators: 26 January 2024

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When financial news reports the stock market is either up or down the information is generally referring to the 30 Dow Jones Industrial stocks.  While the DJIA forms a significant percentage of the U.S. Equities market it does not tell the whole … [Read more]

Copernicus Portfolio Review: 24 January 2024

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If you are looking for investment advice for your children or grandchildren, Copernicus is an excellent choice as no management skills are required.  Open up a broker account and begin saving.  While the Copernicus focuses on four broad index ETFs … [Read more]

McClintock Portfolio Review: 22 January 2024

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Yesterday the Dow Jones Industrial Average (DJIA) closed above 38,000 for the first time in history.  A few readers may recall a book titled:  Dow 36,000: The New Strategy for Profiting From the Coming Rise in the Stock Market written by James K. … [Read more]

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Portfolios coming up for review.  Pauling, Einstein, and Carson 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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