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Darwin Portfolio Review: 22 September, 2026

As we move towards the mid-term elections it is appropriate that we recognize the historical significance of the "Presidential Cycle": Thus, although most of us are very nervous that we are close to all-time highs in the SPX (S&P 500 Index), US Equities are up ~14% so far this year in a year that has historically been the weakest, averaging only 5%. Add to that the fact that the third year … [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

Einstein Portfolio Review: 20 May 2026

Near the end of this blog post I gave ChatGPT this command or request.  "Create a 10 to 15 investment portfolio using ETFs where the portfolio is designed to withstand Financial Repression."  The detailed response is given following this request. The Einstein already holds many of the ETFs recommended in the AI response.  If readers use a different AI generator, submit the same question and check … [Read More...]

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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]

Bullish Percent Indicators: 19 January 2024

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Before looking up any Bullish Percent Indicator data I envision or guess what the various indexes and sectors will show.  Will the trends be bullish or bearish.  Based on a strong Friday market I anticipated a number of the indexes and sectors would … [Read more]

Schrodinger Portfolio Review: 18 January 2024

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As mentioned in the blog post yesterday, Schwab sent out a notice that the Intelligent Portfolio was updated.  This post reflects those additional purchases.  The Schrodinger was initially set up to answer the question, "Who Will Manage The Family … [Read more]

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