To simplify is the direction I am taking the Einstein. A number of adjustments took place since the last review of this less than stellar performing portfolio. … [Read More...]
Einstein Portfolio Update: 10 August 2026
To simplify is the direction I am taking the Einstein. A number of adjustments took place since the last review of this less than stellar performing portfolio. … [Read more]
Darwin 2026 Portfolio Review: 7 August 2026
US equities finally broke out of their three month consolidation range between 7300 and 7600 in the SPX (S&P 500 Index) and ran to new all-time highs this week: Thus, we remain in a long-term bullish trend in a volatile geopolitical climate - so … [Read more]
Pauling Portfolio Review: 7 August 2026
"The first rule of compounding is to never interrupt it unnecessarily." - Charlie Munger Before getting into the analysis let me apologize for the blog being down. Apparently one of the plugins interfered with the site loading. … [Read more]
Franklin Portfolio Update: 6 August 2026
We are a few months away from collecting four years of data for the Franklin Sector BPI portfolio. As with the Carson and McClintock, the Sector Bullish Percent Indicator investing model is working better than anticipated when I first launched this … [Read more]
Bethe Portfolio Update: 5 August 2026
Bethe is an asset allocation portfolio that was revised last March in an attempt to withstand a potential market correction or recession. The reallocation of assets is now driven more by dividends than capital growth. This morning I added a few … [Read more]
Schrodinger Portfolio Update: 4 August 2026
Of all the portfolios tracked here on the ITA Wealth Management blog site, the Schrodinger is the most passive. If you are the owner of an Intelligent Portfolio (Schwab definition) then you are well aware of how little attention one needs to pay to … [Read more]
Dirac 2026 Portfolio Review: 31 July 2026
With the broad SPX US Equity Index still in a 3-month consolidation range between 7300 and 7600 I am reluctant to trade too much since sideways consolidations are not the best environment for momentum trading. However, the current analysis of sectors … [Read more]
Bohr Portfolio Review: 3 August 2026
The Bohr portfolio is an asset allocation account that recently (5/1/26) experienced a revamping of the allocations in order to suppress the impact of a potential market decline. As readers will see in the next screenshot, all asset classes are … [Read more]
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