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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

Rutherford Portfolio Review (Tranche 3): 16 June 2023

Another bullish week in US Equities with the SPX continuing it's move within the uptrend channel and sitting at the upper 1 SD boundary - where we may see some resistance: This week's performance in US equities placed pretty near the top of the list in terms of major asset class performance, with global equities, generally, faring very well even if they were outdone by Commodities: Current … [Read More...]

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Bullish Percent Indicators: 21 December 2023

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Last week eight of the eleven sectors were overbought.  This week there are nine so investors using the Sector BPI investing model will want to check to see which sector moved above the 70% bullish mark.  Not since last July have we come close to … [Read more]

Copernicus Portfolio Review: 21 December 2023

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Next to the Schrodinger the Copernicus is the easiest portfolio to manage of those I track here at ITA Wealth Management.  All that is required for those interested in the Copernicus is to save and invest in U.S. Equities.  Sale of shares will never … [Read more]

Bohr Portfolio Review: 18 December 2023

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Last Friday VPU and VNQ were sold out of the Bohr as the Trailing Stop Loss Orders (TSLOs) were struck.  The sale of these two sector ETFs results in a 34% cash level so some decisions are required as to what to do with this money.  No sectors are … [Read more]

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