As we go into the mid-third of the year (the lazy-hazy days of Summer), in a somewhat uncertain world, it seems as though investors don’t care about global political and economic problems any more and US equity markets continue to grind higher and to make higher highs week after week. This is exactly what happened […]

The post Darwin 2026 Portfolio Review: 1 May 2026 appeared first on ITA Wealth Management

If you have been reading this blog and/or following the appointment of the new FED Chairman you are aware of the potential or possibility of how the United States will work its way out of the 39 Trillion dollar debt – and growing at an alarming rate.  The four ways to reduce the national debt […]

The post Financial Repression: Part III appeared first on ITA Wealth Management

“The Kepler Asset Allocation Portfolio Review as of April 30, 2026, highlights the ongoing impacts of financial repression on investment strategies. In this environment, traditional asset classes exhibit altered risk-return profiles, necessitating a reevaluation of portfolio allocations. As we navigate these challenges, a strategic focus on diversifying assets becomes imperative to optimize performance. Continuous analysis […]

The post Kepler Asset Allocation Portfolio Review: 30 April 2026 appeared first on ITA Wealth Management

Financial Repression.  What is it? “Financial repression is a set of government policies—such as interest rate caps, capital controls, and bank regulations—that channel household savings into funding government debt at below-market rates. It acts as a “stealth tax” on savers to reduce high public debt burdens, often resulting in negative real interest rates where inflation […]

The post Financial Repression: Part II appeared first on ITA Wealth Management

Yesterday the U.S. Equities market took quite a hit.  This morning stocks are down again.  What is going on to drive down the S&P 500, a good benchmark for monitoring the overall market?  Check out this YouTube video.  If the video does not start at the beginning, just move the slider back to the starting […]

The post Gauss Portfolio Review: 29 April 2026 appeared first on ITA Wealth Management

This series on Financial Repression may be the most important blogs I have posted over the past 18+ years.  Keep in mind that I am not providing financial advice.  That is a major disclaimer.  Rather I am telling readers what I am learning and how I intend to act based on information from several economists […]

The post Financial Repression: Part 1 appeared first on ITA Wealth Management

It is a difficult time to be managing the Dirac Portfolio using a momentum model since we are not, currently, in a strong trending environment and we have little diversification to separate the assets in our quiver – all of which reside in the US Equity asset class. Money is clearly moving around within this […]

The post Dirac 2026 Portfolio Review: 24 April 2026 appeared first on ITA Wealth Management

The original management strategy for the Copernicus portfolio was to invest in the S&P 500 (SPY or VOO) and continue to do so while adding money on a regular basis.  I’ve deviated from that original plan slightly as the current market is overvalued or as we say, overbought.  However, this market continues to “climb the […]

The post Copernicus Portfolio Update: 27 April 2026 appeared first on ITA Wealth Management

Although US equity markets were a little jittery (read volatile) over the last week it was essentially a period of consolidation with the SPX (S&P 500 Index) making more new highs and closing the week ~0.6% higher than last week’s close: Technically, the ~7145 consolidation level is at the 38.2% Fibonacci extension level from the […]

The post Darwin 2026 Portfolio Review: 24 April 2026 appeared first on ITA Wealth Management

Carson is one of three portfolios using the Sector BPI investing model.  When I updated the March performance I noticed the monthly loss for the Carson was 1/10 the loss of several asset allocation portfolios.  Just another reminder as to how well the Sector BPI investing model is working. Over the past several months there […]

The post Carson Sector BPI Portfolio Update: 23 April 2026 appeared first on ITA Wealth Management