The post Kepler Portfolio Review: 8 October 2026 appeared first on ITA Wealth Management

The post Pauling Portfolio Update: 6 October 2026 appeared first on ITA Wealth Management

The post Darwin Portfolio Review: 2 October, 2026 appeared first on ITA Wealth Management

Before delving into an update of the Carson, here is a Seeking Alpha article of interest. Last week I mentioned that Financials dropped into the oversold zone.  Upon the market opening I purchased shares of VFH for the three Sector BPI portfolios.  Carson is one of the three and I purchased 51 shares bringing the […]

The post Carson Sector BPI Portfolio Update: 5 October 2026 appeared first on ITA Wealth Management

Selling shares within the Schrodinger is so rare it merits taking notice.  Recently, the Schwab computers sold shares of Invesco US 1000 (PRF) and Schwab Municipal Bond (SCMB) and used the cash to purchase shares of Vanguard Tax Exempt Bond (VTEB).  This move eliminated holding shares in SCMB. For new readers, the Schrodinger is a […]

The post Schrodinger Portfolio Update: 2 October 2026 appeared first on ITA Wealth Management

The post Bohr Portfolio Update: 1 October 2026 appeared first on ITA Wealth Management

The post Einstein Portfolio Review: 30 September 2026 appeared first on ITA Wealth Management

As I posted in the Forum last weekend, Real Estate dropped into the oversold zone with a 30% bullish signal.  This morning I purchased shares of VNQ for all three Sector BPI portfolios, Franklin being one of the three.  The Sector BPI portfolios now hold shares in six of the eleven sectors. Since I have […]

The post Franklin Sector BPI Portfolio Update: 28 September 2026 appeared first on ITA Wealth Management

It has been a few weeks since I last reviewed the Dirac Portfolio although I have made a few adjustments in this time period as shown in the following screenshot (red box): Significantly, on 9 September I sold out of my positions in XLF (Financials) and XLP (Consumer Staples) when the analysis sheet and Momentum/Acceleration […]

The post Dirac 2026 Portfolio Review: 25 September 2026 appeared first on ITA Wealth Management

Bethe is the asset allocation portfolio schedule for an update this morning.  This portfolio is undergoing a few changes in the asset makeup as I am setting this portfolio up, as well as several others, to withstand a potential market correction.  As currently constructed the Bethe is holding too many shares of SCHD, based on […]

The post Bethe Portfolio Review: 25 September 2026 appeared first on ITA Wealth Management