The post Einstein Portfolio Update: 10 August 2026 appeared first on ITA Wealth Management

The post Darwin 2026 Portfolio Review: 7 August 2026 appeared first on ITA Wealth Management

The post Pauling Portfolio Review: 7 August 2026 appeared first on ITA Wealth Management

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 investing model. Using Bullish Percent Indicator (BPI) data from StockCharts for the eleven different […]

The post Franklin Portfolio Update: 6 August 2026 appeared first on ITA Wealth Management

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 shares of BIL and set a limit order to purchase more shares of Real […]

The post Bethe Portfolio Update: 5 August 2026 appeared first on ITA Wealth Management

The post Schrodinger Portfolio Update: 4 August 2026 appeared first on ITA Wealth Management

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 within this broader market looks like this: with Buy recommendations on six of the […]

The post Dirac 2026 Portfolio Review: 31 July 2026 appeared first on ITA Wealth Management

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 below target with exception of SCHO, the short-term treasury I use to park cash.  When […]

The post Bohr Portfolio Review: 3 August 2026 appeared first on ITA Wealth Management

US Equity markets remain in the sideways consolidation channel that they have been in for the past 3 months – between 7300 and 7600 in the SPX (S&P 500 Index): This is not a good scenario for momentum trading since it can result in a lot of whipsaw trades – so I am being cautious […]

The post Darwin 2026 Portfolio Review: 31 July 2026 appeared first on ITA Wealth Management

Huygens is the asset allocation portfolio scheduled for review this morning.  Since I first started this blog shares of GLDM and IAU were sold and the money was reinvested in short-term treasuries, SCHO.  This move will lower the portfolio beta which in turn will elevate the Jensen Alpha value. Huygens Asset Allocation Model Limit orders […]

The post Huygens Portfolio Review: 31 July 2026 appeared first on ITA Wealth Management