ITA Wealth Management

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Bohr Portfolio Update: 1 October 2026

Rebalancing continues within the Bohr portfolio as a number of asset classes are still out of balance to the low side.  I continue to hold a large percentage of short-term treasuries as there will be better buying opportunities in the future, unless the Shiller CAPE and Buffett Indicator ratios are providing false signals for the first time since 1950.  The Bohr has been a poor performer and will … [Read More...]

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Portfolio Management

Huygens Portfolio Review: 18 April 2023

Huygens is strictly an income generating portfolio, patterned after Steven Bavaria's Income Factory model.  Thus far these income portfolios have generated adequate income, but the underlying value of the securities have not kept pace with the stock market. … [Read More...]

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Carson Portfolio Review: 15 January 2024

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Since my recent Seeking Alpha article there has been increased interest in the ITA blog.  This review of the Carson is a tad more detailed than usual so new readers gain a better understanding of the Sector BPI investing model.  In addition, the U.S. … [Read more]

Bullish Percent Indicators: 12 January 2024

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This week the general trend for U.S. Equities was down, although there were a few exceptions.  Five of the seven indexes are bearish while nine of the eleven sectors come in with the same bearish message.  No sectors are sufficiently bearish to call … [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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