Schrodinger is the Robo Advisor portfolio up for review this morning.  This is actually an update as little action occurred since the last posting of information. To new readers, the Schrodinger portfolio is managed by computers based at Schwab.  Schwab refers to these portfolios as Intelligent Portfolios.  There is no cost to managing this Robo […]

The post Schrodinger Portfolio Review: 11 June 2026 appeared first on ITA Wealth Management

When a portfolio is not performing up to expectations one makes changes.  Such is the case with the Bohr portfolio.  I am in the process of making changes in this portfolio for two reasons. Performance is below expectations. Asset Allocations are in flux in anticipation of a major market correction in the near future. I […]

The post Bohr Portfolio Update: 10 June 2026 appeared first on ITA Wealth Management

As mentioned in the last blog this portfolio (Kepler) is designed to protect capital and to provide some resistance should the government employ Financial Repression in an effort to get out from under the 40 trillion dollar debt.  If you compare the asset allocation for the Kepler with the recent post you will see a […]

The post Kepler Portfolio Update: 9 June 2026 appeared first on ITA Wealth Management

I requested ChatGPT create a portfolio using the following parameters.  In the next blog post (Kepler Review) I will make a few minor adjustments and explain how I intend to bring the various assets up to the target percentages. Create an investment portfolio made up of 10 to 12 low cost ETFs. Diversify the portfolio […]

The post Financial Repression Portfolio from ChatGPT appeared first on ITA Wealth Management

With US Equities dropping 2.5% in the past week we’ll review the performance of the Dirac portfolio – that attempts to outperform the broader market by rotating between sectors within that market. The analysis sheet for this portfolio currently looks like this: with Buy recommendations for XLF (Financials), XLI (Industrials), XLK (Technology) and XLV (Health). […]

The post Dirac 2026 Portfolio Review: 5 June 2026 appeared first on ITA Wealth Management

After hitting more all-time highs at the beginning of the week the SPX (S&P 500 Index) bounced off the ~7600 resistance level and closed the week ~2.5% lower than last week’s close: We are now sitting at ~7400 that provided some level of resistance in early May before breaking through to new highs. We now […]

The post Darwin 2026 Portfolio Review: 5 June 2026 appeared first on ITA Wealth Management

What to make of Friday’s sell off?  Hi Tech took a hit last Friday, but the broad market is still bullish based on the Bullish Percent Indicator (BPI) for the NYSE. These mixed signals are confusing at best.  This next week, as well as the behavior of the U.S. Equities market over the summer will […]

The post Portfolio Diversification: 6 June 2026 appeared first on ITA Wealth Management

Since McClintock is a Sector BPI portfolio, I updated the BPI spreadsheet and found that Health is overbought.  I placed a 3% TSLO under VHT.  What I’ve been doing is selling all but one (1) share.  Without going into great detail, holding on to a single share makes it easier to keep track of the […]

The post McClintock Sector BPI Portfolio Update: 5 June 2026 appeared first on ITA Wealth Management

  “Create a diversified portfolio for a retiree using 12 to 15 low cost ETFs with the goal to withstand a market correction or a recession.”  This is the request I made to ChatGPT.  Following is the answer to the request. For a retiree, the portfolio should focus on four objectives: Capital preservation during market […]

The post Bethe Portfolio Review: 4 June 2026 appeared first on ITA Wealth Management

Huygens is the portfolio up for review this morning.  Before getting into the portfolio update here are three important measurements to use as references or indicators as to future market movement.  We know the Shiller CAPE and Buffett Indicator are both showing the market is overvalued.  This was also true in 1996, but the market […]

The post Huygens Portfolio Review: 3 June 2026 appeared first on ITA Wealth Management