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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

Einstein Asset Allocation Portfolio Review: 11 December 2024

The Einstein is one of ten Asset Allocation (AA) portfolios I track here on the ITA blog.  Eight are reported on regularly and two of the ten include the Schrodinger and Copernicus.  The Copernicus is a special breed as I am only using U.S. Equities with this portfolio so one would not consider it to be a well balanced portfolio. Einstein is new to the AA model as it as only been using this … [Read More...]

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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]

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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