Gauss is another ITA portfolio waiting for a major market correction.  As currently structured the income is nearly 3.4% and those dividends will be used judiciously to bring asset classes well below target up closer to target.  There is no hurry to this process until we see a market correction.  A market correction is defined […]

The post Gauss Portfolio Review: 21 July 2026 appeared first on ITA Wealth Management

Since my last review I have made 3 adjustments to the Dirac Portfolio (red box): On 7 July I got a Sell Signal for XLI (Industrials) in the analysis sheet with the momentum/acceleration graph looking like this: with momentum (blue line) crossing below it’s 14-period Wilder Moving Average and acceleration (green line) falling strongly negative. […]

The post Dirac 2026 Portfolio Review: 20 July 2026 appeared first on ITA Wealth Management

US Equities, as represented by the SPX (S&P 500 Index), continue to oscillate in the 7300-7600 range and closed the week ~1.5% lower than last week’s close at ~7460: This is slightly outside of my bullish uptrend channel, as drawn, but is not below the previous pivot low so still technically in an uptrend. We […]

The post Darwin 2026 Portfolio Review: 20 July 2026 appeared first on ITA Wealth Management

Kepler and Gauss are the two portfolios up for review this week.  Neither are top performers while both are set up to resist the coming market draw-down.  This morning I added more shares of SCHO and SGOV to the Kepler.  When the August dividends appear I’ll likely add more shares of JEPQ and JEPI to […]

The post Kepler Portfolio Review: 20 July 2026 appeared first on ITA Wealth Management

Carson is the Sector BPI portfolio scheduled for review this summer morning.  As with all the Sector BPI portfolios this one is performing quite well. Since the last review VIS and VHT hit the 3% Trailing Stop Loss Order price and were sold.  Shares of VGT were added, but as I recall I was a […]

The post Carson Sector BPI Portfolio Update: 16 July 2026 appeared first on ITA Wealth Management

What to do with a poor performing portfolio?  Advice to the owner of the Einstein is to continue to add money to the portfolio and work toward keeping the various asset class close to target.  Instead of concentrating on the Internal Rate of Return, focus on the Jensen Alpha and Information Ratio. Einstein Security Holdings […]

The post Einstein Portfolio Update: 14 July 2026 appeared first on ITA Wealth Management

  The Pauling is another portfolio undergoing asset allocation changes in an effort to both improve performance while providing additional protection against a major market draw-down.  Interest rates moved up for the 30-year bond as there were fewer buyers.  Higher interest rates do not bode well for the market.  However, the U.S. Equities market continues […]

The post Pauling Portfolio Update: 13 July 2026 appeared first on ITA Wealth Management

US Equity markets rose ~1.4% this week from last week’s close but remain in a consolidation range between ~7300 and 7600 in the SPX (S&P 500 Index) with ~7500 seeming to be a significant support/resistance level within this range: We remain in a bullish uptrend channel but struggling a little towards the bottom of the […]

The post Darwin 2026 Portfolio Review: 10 July 2026 appeared first on ITA Wealth Management

Franklin is one of three Sector BPI portfolios tracked here on the ITA educational blog.  Investors interested in this model should follow the Carson and McClintock portfolios as well as this one.  In addition, when there is a Buy or Sell recommendation based on Point and Figure (PnF) data, I post the information on the […]

The post Franklin Sector BPI Portfolio Update: 10 July 2026 appeared first on ITA Wealth Management

Bethe is one of the more interesting portfolios to track as it is undergoing a transformation when it comes to the asset allocation mix.  What I am doing with this portfolio is setting up a group of ETFs that are designed to resist the coming market correction, recession, or what is commonly known as Financial […]

The post Bethe Portfolio Redesigned: 9 July 2026 appeared first on ITA Wealth Management