Portfolio Management | ITA Wealth Management

Dirac 2026 Portfolio Review: 2 April 2026

April 4, 2026 By hedgehunter 1 Comment

This week saw a lot of volatility in the US Equity Markets, so let’s take a look at the current recommendations of our momentum/acceleration model for the 10 Sector ETFs that comprise this portfolio: We now see five Momentum Buy recommendations (XLB – Materials), XLE (Energy), XLI

Portfolio Hedge: 27 March 2026

March 28, 2026 By hedgehunter 3 Comments

On 24 March I added the following comment to my Portfolio Hedging Post of 20 March (https://itawealth.com/portfolio-hedging/): “With the drop in the SPX I have added another risk reversal to my hedge position by buying the 6400/6395 Put Spread

Portfolio Hedging

March 12, 2026 By hedgehunter 1 Comment

Warning: This post is likely of no direct interest to most readers of this Blog – it is written for education and interest only, and outlines one of the potential advantages of using Options for portfolio insurance. These are nervous times and we should be concerned about

Copernicus Portfolio Update: 12 February 2026

February 12, 2026 By Lowell Herr 1 Comment

Copernicus, the all equity portfolio, is back for an update or review. I’ve backed off from investing only in VOO or the S&P 500. Ten of the 500 stocks in the S&P 500 make up 39.1% of the entire index. Let one of the ten (10) sneeze

Darwin 2026: 2 January 2026

January 4, 2026 By hedgehunter Leave a Comment

I have reset the Darwin Portfolio to a $100,000 investment portfolio with small changes to the asset list (“quiver”) and the introduction of a new algorithm for trading in 2026. This post outlines these changes and my plans for managing this portfolio going forward. Background I have

Gifting a Grandchild

December 29, 2025 By Lowell Herr 3 Comments

What advice would you give a grandparent who would like to launch a retirement portfolio for one or more grandchildren? To begin the discussion, assume the proposed gift is $25,000. Should it be given as a lump sum or spread out over a period of time? Here are

Hawking Portfolio Review: 3 October, 2025

October 5, 2025 By hedgehunter 1 Comment

It has been 3 months since I last reported on the performance of the Hawking Portfolio – basically because it is essentially a “Buy-And-Hold” portfolio of Closed-End-Funds (CEFs) that pay out high monthly distributions/dividends and requires very little attention. In my last review I outlined why

Dirac Portfolio Review: 4 August 2025

August 4, 2025 By hedgehunter 4 Comments

Since my last review on 18 July I have made a few adjustments to the Dirac Portfolio especially as a result of last Friday’s weakness in the US equity markets – since this portfolio is totally focused on these markets: