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Einstein Portfolio Update: 27 October 2026

If you are looking for a simple eight (8) asset allocation portfolio, Einstein is the example.  I am in the process of reducing the number of asset classes so all are currently not in balance.  Below I will go through the process of how I intend to bring the various assets (ETFs) into balance. Einstein Holdings The following portfolio, when in balance, will come close to Vanguard's 30/70 … [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

Bethe Sector BPI Portfolio Review: 20 March 2024

"The greatest enemy of a good plan is the dream of a perfect plan." - von Clausewitz Bethe is the Sector BPI portfolio up for review this morning.  While the portfolio holds approximately 13% in cash, I'm not in a big hurry to invest this money with the market this high.  Several limit orders to add more shares of VOO are in place and there is a 3% TSLO under the 70 shares of ESGV.  Future equity … [Read More...]

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Pauling II Update: 1 April 2024

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This interim update is to clue readers in on a few changes I made in the investment quiver and where the portfolio is after one day of trading.  Numerous limit orders are still in place to purchase more shares for nearly all the asset classes. One … [Read more]

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]

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