ITA Wealth Management Huygens Asset Allocation Portfolio Review: 13 September 2024 In an earlier post this morning I mentioned Huygens as a serious contender to be included as one of the investing models for the family portfolio.  The Huygens, and several other portfolios I track here at ITA, were recently converted from other models to this very traditional Asset Allocation model.  The post Huygens Asset Allocation Portfolio Review: 13 September 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024 Due to the disruption in access to Yahoo price data, and the fact that I am presently travelling, I was not able to post a review of the Rutherford Portfolio last week so I will attempt to play catch-up this week. After a minor pull-back The post Rutherford Portfolio Review (Tranche 3 and Tranche 4): 6 September and 13 September 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Copernicus Portfolio Review: 13 September 2024 This update or review of the Copernicus is incomplete as Yahoo closed the door on access to their security price data.  This change impacted the Investment Account Portfolio (IAM) software so I don’t have any way to download prices into that program.  I am in contact with the developers The post Copernicus Portfolio Review: 13 September 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Millikan Sector BPI Portfolio Review: 6 September 2024 Before digging into the Millikan Sector BPI review I checked to see if any sectors dropped into the oversold zone.  None made this move so there are no recommendations to purchase any sectors or sector ETFs.  Of the overbought sectors, TSLOs are The post Millikan Sector BPI Portfolio Review: 6 September 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Schrodinger Portfolio Review: 26 August 2024 Schrodinger is the lone Robo Advisor portfolio or what Schwab calls, an Intelligent Portfolio.  In this review I will go over the current holdings, performance data, and risks involved.  ITA readers know that I advocate both security diversification as well as portfolio diversification.  In my opinion, every The post Schrodinger Portfolio Review: 26 August 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Rutherford Portfolio Review (Tranche 2): 30 August 2024 It was a week of consolidation in the US Equity markets with prices trading in a narrow range in comparison with the volatility of the past 2 months: Prices are hovering at the resistance level of the all-time highs in the SPX (S&P 500 Index) and we must The post Rutherford Portfolio Review (Tranche 2): 30 August 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Pauling Asset Allocation Portfolio: 29 August 2024 Pauling is one of numerous Asset Allocation (AA) portfolios.  I moved several portfolios over to this model due to the outstanding performance of the Schrodinger, a computer managed AA portfolio.  I am also returning to the root of my investing instincts.  As a summary, here are the basic The post Pauling Asset Allocation Portfolio: 29 August 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Carson Sector BPI Portfolio Review: 29 August 2024 The oldest Sector BPI portfolio is up for review this morning.  Carson is the best test of this unique investing model and there were changes this week as Technology (VGT) hit the 3% limit and was sold out of the portfolio.  It was only a short time The post Carson Sector BPI Portfolio Review: 29 August 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Rutherford Portfolio Review (Tranche 1): 23 August 2024 It has been a wild month in the US Equity markets with significant volatility – but we are currently back near the all-time highs that we saw in July: The range that we have seen in in the last few weeks The post Rutherford Portfolio Review (Tranche 1): 23 August 2024 appeared first on ITA Wealth Management ..read more

ITA Wealth Management Copernicus Portfolio Update: 22 August 2024 Copernicus is the portfolio scheduled for review this morning.  This is one of the easiest portfolios to update as there is nearly nothing to do other than save and invest in U.S. Equities.  The Copernicus is designed for young investors or someone who has at least 10 years of The post Copernicus Portfolio Update: 22 August 2024 appeared first on ITA Wealth Management ..read more