For new readers of the Investment Trend Analysis (ITA) Wealth Management blog, the Schrodinger is a Robo Advisor portfolio housed at Schwab.  Schwab calls these portfolios, Intelligent Portfolios.  The Schrodinger is managed by Schwab computers.  All the owner needs to do after opening up this type of account is to continue to feed the portfolio.  […]

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Bohr is another portfolio that is undergoing asset allocation changes resulting in simplification.  In this case the portfolio is made up of ten (10) different asset classes plus cash or a money market.  One change reader will see is moving more money from SCHO to SGOV so at to shorten the term of these treasury […]

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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 […]

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The post Franklin Sector BPI Portfolio Update: 24 October 2026 appeared first on ITA Wealth Management

I requested ChatGPT to create a portfolio for a retiree who does not require income and will most likely be able to live off a pension plus social security.  Below is the response from AI.  Based on the high probability of increases in interest rates I question the wisdom of investing 20% in bonds (BND).  […]

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The broad US Equity market continues to consolidate in a narrow range – closing the week down ~0.4% from last week’s close: The rotation between sectors continues: with technology fading slightly and more defensive sectors picking up the slack. The current analysis sheet for the Darwin Portfolio looks like this: …. very much in line […]

The post Dirac 2026 Portfolio Review: 23 October 2026 appeared first on ITA Wealth Management

The Bethe portfolio is rounding into shape based on the recommendations laid out at the bottom of this post.  One change from the ChatGPT recommendation is that I am holding on to a 5% share or asset allocation of Real Estate (VNQ). Bethe Asset Allocation Holdings Below is the simplified holdings for the Bethe portfolio.  […]

The post Bethe Portfolio Update: 22 October 2026 appeared first on ITA Wealth Management

It is somewhat unusual to find eight (8) of the eleven (11) sectors populating a Sector Bullish Percent Indicator (BPI) portfolio.  Such is the case with the McClintock this morning.  While the overall market is hovering at or near all-time highs, there is weakness within the general market and that is showing up within a […]

The post McClintock Sector Asset Allocation Portfolio Update: 21 October 2026 appeared first on ITA Wealth Management

The Kepler portfolio is moving closer to having all asset classes closer to target each month.  As with several other ITA portfolios, the Kepler is set up to minimize a market correct by using value, dividend producers, and inflation protection ETFs. At the bottom of this blog post I asked ChatGPT to analyze the Kepler […]

The post Kepler Portfolio Update: 20 October 2026 appeared first on ITA Wealth Management

Huygens is a classic asset allocation portfolio with the ETFs skewed toward value instead of growth.  There is also an emphasis on inflation protection and dividend generation.  The plan is for this portfolio to withstand, to some degree, a major market correction. Huygens Asset Allocation Holdings Below are the current holdings within the Huygens portfolio.  […]

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