ITA Wealth Management

You are here: Home / Archives for Asset Allocation

Schrodinger Portfolio Update: 2 October 2026

By Leave a Comment

Selling shares within the Schrodinger is so rare it merits taking notice.  Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB).  This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a […]

Bethe Portfolio Review: 25 September 2026

By Leave a Comment

Bethe is the asset allocation portfolio schedule for an update this morning.  This portfolio is undergoing a few changes in the asset makeup as I am setting this portfolio up, as well as several others, to withstand a potential market correction.  As currently constructed the Bethe is holding too many shares of SCHD, based on […]

Huygens Portfolio Review: 22 September 2026

By Leave a Comment

Huygens is an asset allocation style portfolio set up to handle, as well as possible, a potential market correction. As currently constructed the dividend rate is very close to the rate of inflation.  Huygens is built around the ideas laid out in this blog post. Huygens Security Holdings In addition to the recommended recession portfolio, […]

Popular Posts

General Investment News

Portfolios coming up for review.  Gauss, Copernicus, and Millikan 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.

Check the Forum for more detailed information.  If you wish to begin a financial discussion, use the Forum.

This blog is free to all who signup as a Guest.

Random Posts